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2 Vote

Traffic light system for customers and their payment behaviour

Green for customers that regularly pay on time. Amber for occasional late payers. Red for prolific late payers. This would help a lot with identifying customers who we need to chase for payment or move to proforma.

Created 25 Jul 07:39 by Guest

IRIS KashFlow / Payments

0 New
4 Vote

Add job 'Date' column to invoice

To be able to add a job 'date' column before the decription column on an invoice.I am a photographer invoicing monthly for jobs done on various dates throughout that month, so it would be useful to be able to add the date of each job undertaken be...

Created 27 Mar 19:23 by Bob Greaves

IRIS KashFlow / Invoicing & Quotes

0 New
43 Vote

Answer calls rather than try and solve them through email

Just so slow, I want a real person talking me through not to be fobbed off with web-videos or short email responses

Created 23 Oct 16:17 by Guest

KashFlow Payroll

6 Acknowledged
45 Vote

Repeat Billing Collect via Direct Debit After X Days

At the moment if we use GoCardless for repeat billing, the invoice is both sent and billed for on the same day. We would like to be able to send the invoice and then collect 10 days later to allow for any queries from the client.

Created 10 Jan 09:15 by Guest

IRIS KashFlow / Uncategorised

9 Part Released
1 Vote

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

Created 17 Sep 14:37 by Guest

IRIS KashFlow / Bank

0 New
2 Vote

Save & Send Invoices

When I create an invoice I want a one-click button for Save & Send to save time and clicks.

Created 11 Jul 14:08 by Guest

IRIS KashFlow / Invoicing & Quotes

0 New
43 Vote

Invoice List Report

The invoice list report has a limit of 10 invoices. It would be better if the report could run all invoices for a set period, like a month. For a business raising many invoices this would be really useful as at present the invoice list report is a...

Created 10 Jan 09:22 by Guest

IRIS KashFlow / Uncategorised

7 Acknowledged
42 Vote

Restore from KashFlow Backup/Restore Point

There are many good reasons that people expect a BackUp system to also Restore: KF is bizarre in that there is no Restore! The BackUp files are Sage format: and KF provide no mechanism to restore them back to KF. Examples of Reasons why Restore is...

Created 10 Jan 09:15 by Guest

IRIS KashFlow / Uncategorised

10 Acknowledged
42 Vote

CSV Sales History Report for all Sales Types

It is very cumbersome having to create separate csv reports for different sales types. We use this sales report to send to our warehouse every day to have them fulfilled. Being able to export this in one go would be fantastic.

Created 10 Jan 09:14 by Guest

IRIS KashFlow / Uncategorised

2 Acknowledged
1 Vote

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...

Created 13 Sep 10:49 by Guest

IRIS KashFlow / Bank

0 New