Help us improve

3 Vote

The manangement reports in IRIS Insight are only monthly can we have the option to run this on a quartley basis inline with the Cashfloe forecast

Client has requested this and when reviewing this each moth ia a seperate report

Created 06 Sep 12:41 by Guest

IRIS KashFlow Connect / IRIS Insight

0 New
3 Vote

Globally change the ticked boxes on purchase codes and sales codes - EC sales and purchases and remove them as a default

Currently the sales and purchase codes automatically have ticked the (Include in box 8 and on EC Sales List) and for purchases (include as EC Purchases of products). Obviously some sales codes are services and not goods and even more so for purcha...

Created 23 Aug 11:39 by Guest

IRIS KashFlow Connect

1 New
3 Vote

VAT Report buttons

It is very easy to inadvertently file a VAT return when trying to view the detail or summary, can the view buttons not be located further away from the submit one, you have to view prior to submission but te slightest twitch as you click could lea...

Created 07 Aug 09:54 by Guest

IRIS KashFlow Connect / Reporting

0 Acknowledged
3 Vote

A notification if an email sent to a customer bounces back

Currently KF does log when an invoice is sent to a customer and to what email address. A couple of clients are not comfortable with the fact that if an email bounces back due to a mailbox being full or an incorrect email address is used there is n...

Created 10 May 12:55 by Tim Shave

IRIS KashFlow Connect / Clients

3 New
2 Vote

Payment Terms - supplier terms

Many suppliers specify "end of month following invoice date" - we can only chose X days after end of month - not all months are the same length so half the time the suggested date is wrong! It cannot be that difficult to have the above as an option.

Created 15 Jan 11:43 by Guest

IRIS KashFlow Connect / Settings

0 New
2 Vote

Autofill in invoice descriptions

It would be useful if like SAGE the system could remember text entered and offer as a suggestion when typing the same description repeatedly (but not consecutively)

Created 15 Jan 11:39 by Guest

IRIS KashFlow Connect / Other

0 New
1 Vote

Dividends - showing on P&L

It would be useful is you set up a separate section for dividends, may be "distribution of profit* so they come after net profit and not part of it, but so they get cleared to accumulated reserves when year end is run

Created 29 Nov 10:09 by Guest

IRIS KashFlow Connect / Reporting

0 New
1 Vote

Journals - copy journal function

Whilst journal templates are useful they are time consuming, much easier to just copy a journal and amend like in Freeagent.

Created 29 Nov 10:05 by Guest

IRIS KashFlow Connect / Clients

1 New
3 Vote

When default payment terms are changed in customer settings have an option to allow it to update all customers default terms as well.

When the default payment terms are changed in 'company details' have an option for it to update all existing customers default terms. This will save time as you will not need to click in to each individual customer to edit their terms. When creati...

Created 19 Dec 15:52 by Guest

IRIS KashFlow Connect / Settings

0 New
1 Vote

Link Kashflow to TaxFiler for statutory accounts and corporation tax

It will save time

Created 12 Nov 10:59 by Guest

IRIS KashFlow Connect / Reporting

1 Already exists