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IRIS KashFlow

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Transfer DD mandates

With the new Iris Pay and DD I would like to move my customers from Go Cardless to IRIS pay but there is no facility to do this. So I have to go through the painful process of getting all my customers to sign a new DD mandate. Surly there must be ...
Guest about 1 year ago in IRIS KashFlow / Payments 0 New

Set a Credit Limit on screen for customers before new quotes are sent to avoid customers going over credit limit.

No description provided
Guest over 5 years ago in IRIS KashFlow / Invoicing & Quotes 0 Planned

Put the 'Stay on Customer Details Page' option back when adding a new customer

Please can we have the option back to allow us to remain on the customer details page when adding a new customer. This option has been removed from the latest update. After entering full details, we now have to search for the new customer again to...
Rich Tapper almost 7 years ago in IRIS KashFlow / Customers 0 Acknowledged

Encryption of email attachments for GDPR purposes.

Invoice attachments can contain personal data which must be protected.
Guest almost 7 years ago in IRIS KashFlow / Invoicing & Quotes 2 Will not implement

Need a reference on invoices, want to label projects for a large client, currently have to go in and out of lots of invoices to find a past job.

No description provided
Guest almost 7 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

VAT split on Aged Debtors and Creditors reports

It would be very useful to be able to see the VAT outstanding on Aged Debtors and Creditors reports so that we can easily identify VAT outstanding at the year-end for cash accounting clients.
Sarah Everist over 5 years ago in IRIS KashFlow / Reports 3 Acknowledged

To be able to connect millage to jobs

I have been using the millage app within Kashflow to log all of my trips. But this information goes nowhere within Kashflow. It would be great if when logging a trip that I could select which job it was going agasint. So all expenses are properly ...
Peter Oram about 1 year ago in IRIS KashFlow / Other 0 New

Purchase Order Tracking

The new feature of Purchase Orders (PO) is great. However, once the PO is converted to a Purchase, there is no record or field to say which PO was converted to make the Purchase. The option to carry over the PO number to the Purchase (as a field o...
Anonymous over 4 years ago in IRIS KashFlow / Purchases 1 New

Delete duplicate transactions in the 'ignore feeds' section

I had a problem with the bank connection, had to disconnect and re-connect. There are now many duplicated transactions in the ignored feeds. I hate having duplicates and a messy bank, does this stress anyone else out? There is no way to effectivel...
Guest over 2 years ago in IRIS KashFlow / Bank 0 New

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.
Guest over 3 years ago in IRIS KashFlow / Invoicing & Quotes 3 Future Consideration