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4 Vote

Save filter settings

Every time I login and go into invoices or purchases the filters applied in the previous session are lost and I have to select "unpaid" and "100 items" each time.

Created 19 Oct 16:10 by Gary McDonald

IRIS KashFlow / Invoicing & Quotes

1 New
4 Vote

I need a single report covering the P&L for a full year broken down by month without having to copy and paste each individual month to a spreadsheet

The full year P&L report should list each months activity and be customisable by date range to provide month by month comparisons without the need to download 12 monthly P&L reports. This will avoid the inevitable misalignment of nominal c...

Created 28 Sep 08:33 by Guest

IRIS KashFlow / Reports

0 New
3 Vote

Changing wording on Reminder E-mails

Improvement of Customer relations: Change the wording on the E-mail of the Reminder Letters : "It's time to pay" is far too aggressive (shades of a gangster threat). Needs to be much more polite.

Created 30 Sep 13:04 by Guest

IRIS KashFlow / Invoicing & Quotes

3 Future Consideration
2 Vote

Reduce font on new design

Even on my main pc, a lot of the new design is unusable as the font size is so large - for example, the drop down menus may show 2 or 3 options before dropping off the bottom of the screen. Typing a selection from the drop-down also does not work ...

Created 06 Oct 20:10 by Rich Mellor

IRIS KashFlow / Customers

2 New
2 Vote

Unintegrated Bank account for USD

Due to changing world of unstable currencies I have been left with no alternative but to trade internationally in USD which includes me opening a USD bank account. My main business is still here in the UK but as a small sme I am unable to continue...

Created 06 Oct 17:32 by Guest

IRIS KashFlow / Bank

1 New
1 Vote

Simplify invoicing with a dedicated section for payment details and notes

when I print invoices, I consistently find myself needing to print my payment details and notes on top of the invoice. It would be greatly appreciated if there could be a dedicated section for notes and payment information when producing an Invoice.

Created 18 Oct 15:19 by Anonymous

IRIS KashFlow / Invoicing & Quotes

0 New
1 Vote

Format of invoices

In order to make invoices more easily understandable by customers where some elements attract VAT and others do not, or are 0%, it would be great if the columns in an invoice can be adjusted to suit the business in question.

Created 18 Oct 11:53 by Guest

IRIS KashFlow / Customers

0 New
6 Vote

Undeliverable Email Notification when emailing invoices

Wonder why your invoices dont get paid? Customer then says they didnt receive it! so you send another copy... and they still dont pay! WE MUST GET A NOTIFICATION WHEN WE SEND AN EMAIL INVOICE TO A CUSTOMER AND THE EMAIL BOUNCES. Please consider th...

Created 26 Jul 11:33 by Guest

IRIS KashFlow / Invoicing & Quotes

3 Acknowledged
1 Vote

Aged Debtors List including post payments

An option should be created to select if you want to include post year-end payments. For example you want to select aged debtors list as at 31.12.2022 however you want to see the balances as at today. Therefore it will remove any amounts which wer...

Created 12 Oct 13:36 by Guest

IRIS KashFlow / Customers

0 New
2 Vote

Statement personalisation - adding bank details

As for the moment there is no option to personalise Statements at all, I would like to have an option to have the company bank details included on the statements.

Created 21 Sep 08:15 by Guest

IRIS KashFlow / Invoicing & Quotes

0 New