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IRIS KashFlow

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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.
Guest about 1 year ago in IRIS KashFlow / Payments 0 Acknowledged

Aged debtor statements

Could we have the feature of aged amounts on the debtors statements, showing the customer a breakdown of their overdue invoices ie. 30, 60 90 days etc. please
Guest about 8 years ago in IRIS KashFlow / Uncategorised 1 Acknowledged

Labour costs for Projects

It would be useful if you could put in labour costs for projects so that you can get a better idea of profit or loss on projects. Thanks
Guest about 8 years ago in IRIS KashFlow / Projects 3 Acknowledged

Face ID to login

As a small business we have to login to Kashflow many times a day to reconcile payments and other items.
Mark about 1 year ago in IRIS KashFlow / Other 0 Acknowledged

Report to see all details of each transaction

I have found a report which shows all transactions for each Sales Code which includes: date, invoice no., customer details, cust ref, product code, qty, rate, total and description. I haven't found a report to get the same information for purchase...
Guest 8 months ago in IRIS KashFlow / Reports 0 New

Menu search function

I've just confirmed with KashFlow support team that when looking for a transaction code (given by KashFlow) that belongs to a Quick Expense, that appears as "not found". Same for Quotes. It would be ideal if all Kashflow transactions (KH12345 form...
Guest 8 months ago in IRIS KashFlow / Other 0 New

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

Ability to generate report of actual income and expenditure on each project with net figures.

A the moment we are only able to generate such report with VAT inclusive value which doesn't help when checking P&L for each project.
Guest 8 months ago in IRIS KashFlow / Reports 0 New

Create report for non project items pelase

I use the Global Project Report to track project sales and costs Could really do with a report which shows items NOT allocated to a project, so a profit and loss for non project items and potentially a line on the global project report for items w...
Guest 8 months ago in IRIS KashFlow / Reports 0 New