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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...
Guest over 1 year ago in IRIS KashFlow / Projects 0 Acknowledged

Automatic terms and conditions added to sales invoice

Would be great if the payment terms entered in the customers records were automatically shown on sales invoice
Guest over 6 years ago in IRIS KashFlow Connect / Settings 2 Acknowledged

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
Guest over 1 year ago in IRIS KashFlow / Other 0 Acknowledged

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 over 1 year ago in IRIS KashFlow / Payments 0 Acknowledged

Ability to have more than one delivery address on a customer account

I think it would be very useful to have the ability to input multiple delivery addresses on a customer account. We currently have a number of customers with numerous delivery points and have to changeevery time we send to a different location. We ...
donna scotting 8 months ago in IRIS KashFlow / Customers 0 New

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 over 1 year ago in IRIS KashFlow / Other 0 Acknowledged

Addition of vendor number on invoices

We are frequently being asked to add our vendor number to invoices along with the purchase order. This would be a helpful addition
Guest 8 months ago in IRIS KashFlow / Invoicing & Quotes 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

Putting Customers account "On Hold"

Hi, Is it possible to put a customers account on hold?, for example if they haven't paid, you can tick a checkbox or something to lock account/ bring up a message saying account on hold, so no more invoices can be raised until we unlock / untick c...
Guest over 2 years ago in IRIS KashFlow / Customers 0 New