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3 Vote

Add a photo to a customer profile

We are a gas heating and plumbing business. It would be really handy if we could attach a photo of a customers boiler to the relevant customer record in order that we can see the boiler/set up for that particular customer should they phone for adv...

Created 17 Nov 14:13 by Guest

IRIS KashFlow / Customers

1 Acknowledged
1 Vote

Access to Display Settings

Access to the ’ Display Settings’ is quite crucial when using the program for my company. I see it can be easily selected from the Dashboard page (albeit it should have a more prominent button or look) However, it should be accessible when you are...

Created 23 Mar 12:47 by Guest

IRIS KashFlow / Uncategorised

0 New
3 Vote

Implement 2FA for manual logins

You need to take data security seriously and secure all logins via 2FA, ideally via authenticator app or encryption key

Created 15 Nov 14:24 by Guest

IRIS KashFlow / Uncategorised

0 New
9 Vote

Pay in installments

We have quite high ticket invoices and sometimes we'd like clients to be able to have the option on their invoice to pay in instalments. So, they could pay 50% there and then and then the rest as and when they're able, but with a scheduled date fo...

Created 19 Oct 13:43 by Guest

IRIS KashFlow / Invoicing & Quotes

1 Acknowledged
2 Vote

Due dates on aged creditor report

It would be really helpful to see the due date of invoices on creditor reports . Not all invoices are due after 30 days and there is no way of knowing this from the report. You have to individually go into each invoice/supplier if you are not sure...

Created 14 Jul 08:54 by Guest

IRIS KashFlow / Reports

0 New
1 Vote

Create Invoice - Add Lines

When adding several lines to an invoice using the new template, often the product column in the previous row(s) goes blank - eg I created an invoice with 8 lines, moved one line up to reorder, then add a new line to the invoice. I get two rows in ...

Created 19 Mar 15:38 by Rich Mellor

IRIS KashFlow / Invoicing & Quotes

0 New
1 Vote

Paypal Import - Transfers Tab

When importing from paypal, if you import several payments in and then go to the transfers tab, try importing those and the screen refreshes as though it has imported. However, the transactions remain on screen awaiting import. Do it a second time...

Created 19 Mar 15:34 by Rich Mellor

IRIS KashFlow / Other

0 New
1 Vote

Pre-remittance Advice on Purchase Invoices

Often a supplier will request date of payment. It would be more professional and very useful to send the date through Kashflow or print and send as an attachment to advise when the payment would reach them which then hopefully reduces further corr...

Created 19 Mar 13:14 by Guest

IRIS KashFlow / Purchases

0 New
4 Vote

Remove Country from address

Having United Kingdom at the bottom of customer address looks ridiculas and un-professional. When was the last time you received a letter with your country on the bottom of you address!!! It makes it look like it's been sent from abroad, which is ...

Created 07 Feb 14:45 by Guest

IRIS KashFlow / Invoicing & Quotes

0 New
1 Vote

Bank feed import - bulk ignore transactions

There should be a function on the bank import screen to bulk ignore transactions. When re-connecting the bank and Kashflow brings in ALL the transactions again, you have to ignore those included in Kashflow already one at a time, which is extremel...

Created 14 Mar 09:16 by Heulwen Thomas

IRIS KashFlow / Bank

0 New