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Seamless customer management: Keep profiles open after updating, saving time and frustration when generating quotes

When I create a customer and hit the "update" button after inputting their details, their profile immediately disappears, which means I have to then search for the customer again to produce a quote. This is quite frustrating. Is it not possible to...
Anonymous over 1 year ago in IRIS KashFlow / Invoicing & Quotes 0 New

Streamline your quote creation process with pre-written templates that remember pricing for each line item

I often find myself copying and pasting duplicate quote items from notepads into Kashflow. Would it be possible to incorporate a feature for pre-written quote templates that remember the pricing for each line item?
Anonymous over 1 year ago in IRIS KashFlow / Invoicing & Quotes 0 New

Update all customer information pages at once before clicking "update details" button

Would it be possible, especially when creating a new customer, to input all information on Profile, Options & Other Info pages before clicking the "Update Details" button? At the moment, once you complete the customer details, you can't go to ...
A Liptrot over 1 year ago in IRIS KashFlow / Customers 0 New

Include outstanding VAT liability on dashboard

The liability for VAT quarters just finished, for which returns are not yet done or paid, appears not to be included on the dashboard - only the amount for the current quarter. This can be a significant sum and should be included.
Christina Spencer over 1 year ago in IRIS KashFlow / Dashboard 0 New

Allow an admin to get access to create invoices but not to see anything else.

It would be great if a company can add an admin to the account but the admin to only have access to create new invoices per customer but not to have access to see any historic data or historic inoice amounts etc.
Guest almost 2 years ago in IRIS KashFlow / Other 0 New

Product code quantity monthly report

It would be very useful to be able to have a report to short quantity sold of each product sold in the month. there is not much point in recording this data in the Product Codes, which is what it is there for. It seams to me a very basic and funda...
Guest almost 2 years ago in IRIS KashFlow / Reports 0 New

Automatically Import Stripe Payments and create Invoices

We use both Paypal and Stripe payments for customers to pay us online. Within Kashflow, Paypal has the ability to automatically import transactions, raise Sales and Purchases invoices and pay them off all from the link with Paypal. At the moment, ...
Guest almost 2 years ago in IRIS KashFlow / Partner Apps 0 New

Remove extra click required for searching sales code

When you are putting lines into an invoice, you have to click the drop down arrow on sales code and then click into the sales code box to be able to type and search. This used to be just click on the drop down arrow so you are adding extra steps r...
Guest almost 2 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

Due dates on aged creditor report

It would be really helpful to see the due date of invoices on creditor reports . Not all invoices are due after 30 days and there is no way of knowing this from the report. You have to individually go into each invoice/supplier if you are not sure...
Guest almost 2 years ago in IRIS KashFlow / Reports 0 New

Add a possibiliy to list (extract) only the credit notes issued in the certain period of time.

I was asked for all credit notes in 2022 and 2023 during an audit and it took me ages to extract them from KF activity. I was suggested by your customer service to use the list of invoices and filter by value, but in this case I could't chose a pe...
Guest about 2 years ago in IRIS KashFlow / Reports 0 New