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IRIS KashFlow

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Fix the broken purchase invoice, purchase code default to incorrect supplier mess on the new update

Yes, we completely understand your concern and we will update the developers to revoke the changes they made recently. Since it's a software release we need to wait until when this can be done as we wouldn't be able to specify a timeframe for this...
Guest 9 months ago in IRIS KashFlow / Purchases 0 New

Default Time Period for transactions on the customer screen

There should be a way to change the default “Time Period” on the Transactions screen of the Customer Details page - or at least default it to something more sensible. I regularly go in there to find the last invoice we sent to a customer. But beca...
Rob Wheatley about 1 year ago in IRIS KashFlow / Customers 2 New

import unmatched transactions into suspense account

All bank transactions have to be imported so why not get them in place with one upload? missing purchase orders can then be set up. Match does not appear to know about repeat purchases either
Guest 4 months ago in IRIS KashFlow / Bank 0 New

Streamline add bank transaction

New add bank transaction is slower and less intuitive than the old version. Boxes don't highlight when tabbing in and search function is not intuitive you should be able to search and then press enter to select, also default VAT setting would be u...
Guest 5 months ago in IRIS KashFlow / Bank 0 New

Client opt out facility on auto credit control

With auto credit control emails, rather than opting out certain individual invoices month after month, it would be beneficial if we could opt out certain clients who pay us by direct debit. Because their payments are collected at various points th...
Guest 5 months ago in IRIS KashFlow / Invoicing & Quotes 0 New

RST API Knowledge base

Be really useful if there was a knowledge base for the REST API like there is for the SOAP API
Stephen Elliott 9 months ago in IRIS KashFlow / Reports 0 New

Add due date to aged creditors report

This would be useful to help us identify which creditors we need to pay in our payment run.
Guest 9 months ago in IRIS KashFlow / Purchases 0 New

Merge 2 Client Accounts

We have 2 client accounts for 1 client. This has happened because user didn't check if client had an account before adding as a client. For data cleansing and analysis, this is a bit of a pain, producing data that is lacking for the client. It wou...
Guest 9 months ago in IRIS KashFlow / Customers 0 New

the new design is slow, and full of bugs

Hi there, the new design, even if prettier, does not work like the old system. it is full of bugs that need corrected. you need 30% more time, you need to click far more time to chose options. You need to keep on scrolling down to add items as the...
Guest over 1 year ago in IRIS KashFlow / Invoicing & Quotes 1 New

Reduce width of Invoice so that it fits screen without scrolling or reducing font size

In old Kashflow once you had selected Sales and Product Codes they were no longer displayed on the invoice - now they take up too much space and you have to scroll to see the whole line to include the total price. We can't reduce the screen size a...
Guest 9 months ago in IRIS KashFlow / Invoicing & Quotes 1 New