Help us improve

16 Vote

Updating a product price list using CSV imports

Currently we cannot update or delete a product import CSV file. I have a client who uses the software who wants to be able to update the CSV product import on a monthly basis to update the system with new prices or new products.If you try and impo...

Created 10 Jan 09:17 by Guest

IRIS KashFlow / Uncategorised

1 Planned
1 Vote

Password protect individual Suppliers

We use a separate system to process our payroll and just use Kashflow to raise the Purchase invoice for our employees for their monthly pay. We also have a handful of personnel who use Kashflow to raise Sales invoices to our clients, and we do not...

Created 09 May 14:40 by Guest

IRIS KashFlow / Purchases

0 New
1 Vote

Add attachments to bank feeds

To be able to attach a supplier invoice when in the bank account - bank feeds - match - CREATE - purchase invoice and also receipts when in bank account - bank feeds - match - create - transaction

Created 07 May 20:33 by Guest

IRIS KashFlow / Bank

0 New
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
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
2 Vote

Face ID to login

As a small business we have to login to Kashflow many times a day to reconcile payments and other items.

Created 01 Nov 12:14 by Mark

IRIS KashFlow / Other

0 Acknowledged
1 Vote

Default Purchase Codes

When adding a new purchase invoice (or sales one) - it woudl be useful if the default code that has been added to the supplier or customer is automatically used. It is irritating to have to check and change it each time. What is the point of setti...

Created 03 May 06:43 by Guest

IRIS KashFlow / Purchases

0 New
1 Vote

Batch redate invoices

It would be really handy for an option to bulk redate invoices. When we create our invoices, we use the packing slip as the delivery date, and print a copy of the invoice which shows the issue date. At the month end, I manually go into each invoic...

Created 02 May 09:08 by Guest

IRIS KashFlow / Invoicing & Quotes

0 New
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