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IRIS KashFlow

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Add job 'Date' column to invoice

To be able to add a job 'date' column before the decription column on an invoice.I am a photographer invoicing monthly for jobs done on various dates throughout that month, so it would be useful to be able to add the date of each job undertaken be...
Bob Greaves 10 months ago in IRIS KashFlow / Invoicing & Quotes 0 New

Just conducted Cyber Essentials Plus accreditation process - Kashflow not compliant - no 2FA

Just conducted Cyber Essentials Plus accreditation process - Kashflow not compliant - no 2FA
Guest 5 months ago in IRIS KashFlow / Uncategorised 1 New

An option to put a default setting for sales invoices list display, ie display by issue date

Sales invoices issued automatically shows "last 90 days". However, we would prefer this to show all sales invoices, without having to change the setting from "90 days" to "issue date" each time that your visit this page.
Guest 3 months ago in IRIS KashFlow / Invoicing & Quotes 0 New

Traffic light system for customers and their payment behaviour

Green for customers that regularly pay on time. Amber for occasional late payers. Red for prolific late payers. This would help a lot with identifying customers who we need to chase for payment or move to proforma.
Guest 6 months ago in IRIS KashFlow / Payments 0 New

Separate theme

Set up another theme just for quotes
Guest 3 months ago in IRIS KashFlow / Dashboard 0 New

Develop self assessment submissions to HMRC from the S A tab

With MTD becoming compulsory, this feature would be useful for anyone who is self-employed and a sole trader. Developments would have to be made for Partnerships, as in my case.
Guest 3 months ago in IRIS KashFlow / Other 0 New

Save & Send Invoices

When I create an invoice I want a one-click button for Save & Send to save time and clicks.
Guest 6 months ago in IRIS KashFlow / Invoicing & Quotes 0 New

when adding new features, for existing customers change the message from "Let's make the most of your trial" (when I have had a subscription for several years now) to something like "Some great new features have been added. Let's make the most of them."

This saves customer and help desk time. By sending out the same messages to customers who are on a trial subscription and customers who already subscribe, then the customers who already subscribe are liable to contact the helpdesk to ask "has some...
Guest 3 months ago in IRIS KashFlow / Dashboard 1 New

Recurring Monthly Invoices

When I go to look at the recurring monthly invoices, the system has the options of looking at 10 items, 20 items, 50 items or 100 items... is there a way for me to have it so I can choose to see 500 items?
Guest 4 months ago in IRIS KashFlow / Invoicing & Quotes 0 New

Manage payments

We will need to take and make payments through Ebay Direct soon. We can not at the moment convert payments into invoices on the system (as you can with paypal, have been told this by your support team) We will have no choice soon but to change to ...
Guest over 4 years ago in IRIS KashFlow / Payments 7 New