Help us improve

2 Vote

Fix the broken Bank Reconciliation resulting from the new UI implementation

The new UI for bank reconciliation had resulted in the process taking twice as long as under the old UI The old UI would automatically save the items markd as reconcilled so I could return later and continue. The new UI requires I manually save wh...

Created 09 Sep 11:48 by Paul Jansen

IRIS KashFlow / Bank

0 New
103 Vote

Zapier Integration

- it would cover many of the integration requests from users, including:Amazon S3, SMTP, twitter, facebook, google drive, zendesk, paypal, mailchimp, basecamp. salesforce, google contacts, highrise, eventbright, zendesk, freshbooks, and many more....

Created 10 Jan 09:13 by Guest

IRIS KashFlow / Uncategorised

27 Already exists
103 Vote

Allow Entering of Cost of Goods on Invoice Lines for Gross Profit Calculation of Products, Invoices & Customers

we would love to be able to add cost of goods to product database so we can easily calculate and report GP on individual products/invoices/customers aware we can add cost of some goods through our purchases but this doesn't reflect our business ne...

Created 10 Jan 09:12 by Guest

IRIS KashFlow / Uncategorised

11 Acknowledged
1 Vote

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?

Created 01 Oct 08:59 by Guest

IRIS KashFlow / Invoicing & Quotes

0 New
89 Vote

Single Payment Receipt for Bulk Payment

I like to send a payment receipt when a client settles an invoice. At present this is fine when a single invoice is settled but when a number of invoices are paid with a single payment there is no facility to send a payment receipt covering all in...

Created 10 Jan 09:13 by Guest

IRIS KashFlow / Uncategorised

7
80 Vote

Global Project Report Profit & Loss

Improve reporting for Project Based Clients - System can currently print P&L for each individual project. However the system CANNOT print a summary Report to include the P&L of all projects on 1 report for specified date ranges.

Created 10 Jan 09:13 by Guest

IRIS KashFlow / Reports

16 Acknowledged
2 Vote

Add 'Not VAT Registered' to Supplier Options Tab

We can now select the VAT rate for a supplier but 0% isn't correct for none VAT Reg businesses. This should an option you can select on this tab under the 'This Supplier is' Section

Created 21 Aug 10:11 by Simone Kidd

IRIS KashFlow / Suppliers

0 New
1 Vote

A column on nominal report for project numbers

It would be helpful to add an additional column on the nominal report to reflect the project number the item relates to. This can then be really beneficial for analysis purposes. Being able to identify what projects the costs relate to each month

Created 26 Sep 11:17 by Guest

IRIS KashFlow / Projects

0 New
77 Vote

Separate Template for Pro-Forma Invoices

At the moment the only way to send a pro-forma invoice for prepayment is to alter the quote template. This obviously isn't practical as we send both quotes & pro-formas on a daily basis.A separate template for both is needed.

Created 10 Jan 09:14 by Guest

IRIS KashFlow / Uncategorised

4 Acknowledged
4 Vote

Create user option to remove the irritating "IRIS Pay setup link" on sales invoices

The IRIS Pay system will never be of interest to us and this "Ad" dominates the invoice creation space, it is very distracting and unnecessary.

Created 03 Jun 09:01 by Guest

IRIS KashFlow / Invoicing & Quotes

1 New