Help us improve

1 Vote

Make auto asign bank feeds need to look for customer / supplier name

Auto-allocate is currently only based on value. This has created errors in my accounts and I have now switched it off. It needs more than the value to auto-allocate. Can I suggest it needs to look for the supplier purchase invoices / customer invo...

Created 28 Sep 08:31am by Guest

IRIS KashFlow / Bank

0 New
1 Vote

Pay by instalments

We'd like an option on an invoice to offer our customers to pay their invoices by instalments.

Created 27 Sep 10:25am by Guest

IRIS KashFlow / Invoicing & Quotes

0 New
1 Vote

Draw-down/Bulk/Commitment Orders

Bulk Orders can be very useful if you have a specific budget allocated to spend with a supplier over a fixed period. You can place an order for the total amount, and then draw-down from the PO as the relating invoices come in, then at the end of t...

Created 26 Sep 12:47pm by Guest

IRIS KashFlow / Purchases

0 New
1 Vote

enable bank feeds for CaponTap Credit Cards

A lot of clients are now using the new CaponTap Company Credit Card. The option to activate a bank feed would be very useful.

Created 26 Sep 11:02am by Guest

IRIS KashFlow Connect / Clients

0 New
1 Vote

Ability to edit the width of the input boxes for proposals and invoices

The size of the input boxes when creating a proposal or invoice are hard to work with, the "QTY" is a very wide box for what is likely to be never more than 4 characters in length. The cost and VAT boxes are equally very wide and then the actual "...

Created 18 Sep 03:20pm by Guest

IRIS KashFlow / Invoicing & Quotes

0 New
16 Vote

Manage payments

We will need to take and make payments through Ebay Direct soon. We can not at the moment convert payments into invoices on the system (as you can with paypal, have been told this by your support team) We will have no choice soon but to change to ...

Created 29 May 08:53am by Guest

IRIS KashFlow / Payments

7 New
1 Vote

Add the ability to disable the country name on the customer's profile page

We have many customers for whom we only use the email address and not the physical one. Unless I go in to each invoice and change the country to -None-, the invoice shows their address as United Kingdom with all other address fields blank. It woul...

Created 13 Sep 12:49pm by Guest

IRIS KashFlow / Invoicing & Quotes

0 New
3 Vote

VAT percentage selection on suppliers

When adding a new supplier or editing an existing supplier, the option to select their VAT rate is set on 20% , not all suppliers are VAT qualifying and then you must manually set the vat rate to 0% or what ever rate when you add an invoice. An op...

Created 31 Mar 11:14am by Guest

IRIS KashFlow / Purchases

0 New
1 Vote

Abilityto remove the <company name> field or the <primary contact> from the invoice

My clients are non commercial. ie they are not companies, they are home owners In KashFlow when I create a customer, the company name field is required. When an invoice is issued contains both <company name> and <primary contact>. How ...

Created 12 Sep 12:02pm by Guest

IRIS KashFlow / Customers

0 New
2 Vote

MFA

Add Multifactor authentication

Created 14 Jun 02:42pm by Guest

IRIS KashFlow / Uncategorised

1 New