Help us improve

1 Vote

Security question before leaving the matched bank feed

Would be great if a pop up question like "Are you sure you want to live this page?" would come up on the bank feed matching tab, as it's very easy to leave the page without saving your work on the bank feed tab. I clicked on supplier or searched i...

Created 13 Jan 15:39 by Guest

IRIS KashFlow / Bank

0 New
1 Vote

Different primary email addresses for invoicing/statements

Within the customer area it would be useful to be able to record an email address for invoicing and a separate email address for sending statements which automatically inserts into the email template. Currently, i can only record one primary email...

Created 07 Jan 14:42 by Rachel Walker

IRIS KashFlow / Customers

0 New
1 Vote

Add ability to enable or disable automatic credit control on repeat invoices

I use repeat invoices a lot, many which are collected by direct debit. As such, I would like the ability to disable automatic credit control for these invoices so these clients are not irritated by the automatic credit control emails which are sen...

Created 02 Jan 11:13 by Russell Chesler

IRIS KashFlow / Invoicing & Quotes

0 New
1 Vote

Create a link to send to customer to set up DD mandate

For some clients, they respond better to SMS or messages via WhatsApp and FB Messenger, so being able to send a link to them in order for for them to set up a DD mandate would be quicker for them and service providers.

Created 31 Dec 11:29 by Guest

IRIS KashFlow / Payments

0 New
1 Vote

Mileage

With my job I sometimes have to do multi drop deliveries from start point. On the the mileage page, it only gives you the option of a start and end point. Can you not customise it so I can put more stops on there?

Created 30 Dec 10:59 by Guest

IRIS KashFlow / Other

0 New
1 Vote

Could we have a read receipt on emails sent?

Let's us know if client has received/read the email. Helpful when emails are going to a clients Junk email and they just delete their junk without reading it.

Created 19 Dec 12:33 by Guest

IRIS KashFlow / Invoicing & Quotes

0 New
1 Vote

Accidentally deleted invoices to be retrievable.

Please make accidentally deleted invoices retrievable. Storage capacity as reason for not implementing this option should not be a problem because invoices are not meant to be deleted, hence, not a reality in practice. HMRC does not allow for invo...

Created 18 Dec 22:17 by Guest

IRIS KashFlow / Invoicing & Quotes

0 New
1 Vote

Change product code default globally

The current system allows you to change the default code/product which will then set each subsequent new customer with that default...you can change the default code on a per customer- one by one basis but not globally. I would like to be able to ...

Created 18 Dec 18:20 by Guest

IRIS KashFlow / Customers

0 New
1 Vote

Import Customers - First Name & SUrname Fields

When you export customer details from KF, first name and surname fields are included. When you try to import the data back to KF, there are no field to allow this!

Created 12 Dec 11:55 by Guest

IRIS KashFlow / Customers

0 New
1 Vote

Mix and match payments methods for customers and invoices.

Hi, My default payment method displayed on the invoice is PayPal and many of my customers use this. I'd like to use GoCardLess Direct Debits on certain invoices, but if I activate GoCardLess I lose PayPal. I'd like to see the ability to pick and c...

Created 09 Dec 14:40 by Paul Craven

IRIS KashFlow / Payments

0 New