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1 Vote

Live Data widget not showing year on year information

The new Live Data widget should show year-on-year information (or month-on-month) NOT last year's total to this year to date. The business will always be down compared to the whole of last year when we are only a few months into this year, so that...

Created 07 Oct 14:35 by Sam Osborne

IRIS KashFlow / Dashboard

0 Acknowledged
1 Vote

Option to remove Live Data Widget

I'm sure this new widget works for some businesses but for me it's just an annoying cluttering of badly presented information that has no real use. An option to remove it (or at least move somewhere else on the dashboard) would be brilliant.

Created 07 Oct 14:32 by Sam Osborne

IRIS KashFlow / Dashboard

0 Acknowledged
3 Vote

Adding products to quote & invoices

To add products it would be very helpful to have an overview of our products when 'Add line item' button is clicked and to be able to scroll down them to select the product the customer has ordered.

Created 26 Jun 16:39 by Kevin O'Neill

IRIS KashFlow / Invoicing & Quotes

0 Acknowledged
1 Vote

VAT Calculations on multiples

When adding products to an invoice, the VAT is calculated on the net price * quantity which can lead to rounding issues. For example, I sell one particular item for £17 including VAT - so this is stored as £14.17 plus VAT at 20%If I set the quanti...

Created 06 Oct 20:26 by Rich Mellor

IRIS KashFlow / Invoicing & Quotes

0 New
1 Vote

NEW DASHBOARD Create New Customer (from US)

In the past when I create a new customer (and select to create an invoice once customer is created), I could enter their name and address, then go to the options page to add VAT number / whether they are inside / outside the EU etc and click Updat...

Created 06 Oct 20:17 by Rich Mellor

IRIS KashFlow / Customers

0 Acknowledged
1 Vote

Customer Codes - import from paypal

When I import from Paypal, new customers are created using codes such as José21 - but if I update their address, I am told the customer code is invalid. I then have to guess what number to put after Jose as there is no easy way of finding the next...

Created 06 Oct 20:13 by Rich Mellor

IRIS KashFlow / Customers

0 New
1 Vote

Fix Canvass - Stop the Spam

Canvass is now impossible due to the amount of spam - no wonder none of the ideas / comments are now being implemented or worked on. Surely it would make sense to only allow registered Kashflow customers the ability to post ideas... Anyone else ha...

Created 06 Oct 20:08 by Rich Mellor

IRIS KashFlow / Uncategorised

0 Acknowledged
1 Vote

Scan invoices

Scan an invoice into the system like Dect but making it affordable for smaller businesses would be a massive time saver.

Created 06 Oct 12:25 by Guest

IRIS KashFlow / Purchases

0 New
2 Vote

Granular user permissions

Can you please add more granular user based permissions for example limited basic sales people to quotes only.

Created 13 Aug 15:53 by Guest

IRIS KashFlow / Uncategorised

0 New
2 Vote

Emails to customers - header to include invoice number automatically

When customers and book keepers check emails it would be an advantage if header included the invoice number as often a number of emails have to be opened to find a particular invoice

Created 13 Aug 12:40 by Guest

IRIS KashFlow / Invoicing & Quotes

1 New