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1 Vote

After recent software update, adding an invoice within a supplier adds it by default to the wrong supplier

After a recent upgrade, when I'm in a supplier record and click on "Create New" - instead of creating a new invoice within this supplier it defaults to the first supplier on the list. This has resulted in many invoices being posted to the incorrec...

Created 28 May 06:44 by Guest

IRIS KashFlow / Invoicing & Quotes

0 New
1 Vote

Add Open Banking connectivity for Mettle bank

Mettle is a subsidiary of NatWest bank that focuses on providing digital banking needs for sole traders and small businesses. They currently have over 130k customers, but KashFlow hasn't signed up with Mettle as a TPP (Third Party Provider) so Met...

Created 24 May 16:19 by Guest

IRIS KashFlow / Bank

0 New
2 Vote

Are we able to add multiple email address for the overdue and new invoices to be sent to

This would be useful so that multiple people all get this incase one person misses the emails

Created 17 Nov 12:03 by Guest

IRIS KashFlow / Invoicing & Quotes

0 Acknowledged
2 Vote

Associate project to expenses

At the moment, projects can only be associated to purchase invoices. Can't associate a project to an expense. Which makes no sense because expenses are still part of what our clients are billed for. So instead we have to do it manually. Also, it w...

Created 16 Nov 09:25 by Guest

IRIS KashFlow / Projects

0 Acknowledged
15 Vote

Proforma invoice

It would be helpful if I could create a proformer invoice and be able to convert it to a invoice the same as I can with quotes/ estimates

Created 10 Jan 09:19 by Guest

IRIS KashFlow

7 Will not implement
15 Vote

Next / previous invoice

When navigating, editing and updating invoices it would be incredibly useful to have "next" and "previous" buttons on the individual invoice screen. This would circumvent the need to return to the main invoices list between each edit.

Created 10 Jan 09:18 by Guest

IRIS KashFlow / Uncategorised

1 Already exists
15 Vote

A feature that allows you to send one email attaching multiple invoices

No description provided

Created 10 Jan 09:18 by Guest

IRIS KashFlow / Uncategorised

0 Acknowledged
2 Vote

Archiving old data

Archiving data at year end would mean that we can retain data, even if the business were to cease trading but still have access to the information if needed

Created 05 Nov 17:34 by Guest

IRIS KashFlow / Other

0 Acknowledged
1 Vote

Being able to link more than one bank account

Lots of businesses have more than one bank account for their business and it would be useful to be able to link these up to the accounts within Kashflow on the bank feed.

Created 16 May 11:32 by Guest

IRIS KashFlow / Bank

0 New
2 Vote

Have the ability to refund customers directly from Iris Pay when they have used that method to pay originally

There is no option in Iris Pay to actually refund customers only to RECORD the refund. If customers are using this portal to pay invoices vis credit/debit cards, there should be the option to be able to refund via the same means.

Created 03 Nov 14:41 by Guest

IRIS KashFlow / Payments

0 Acknowledged