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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.
Guest 9 months ago in IRIS KashFlow / Payments 0 New

Purchase Invoices - Save and Create New

Save a purchase invoice and go straight to a new one without having to press the 'Create' button again.
Guest over 8 years ago in IRIS KashFlow / Uncategorised 7 Already exists

Restore Journal Templates to the original interface.

I note now that you can no longer use Journal Templates unless you change to the old design. Journal templates are critical to us and our clients, and we accountants mostly despise the "new" design. This is like they are blackmailing us to change ...
Stephen Barker 5 months ago in IRIS KashFlow / Other 0 New

Secure Payroll Account data with multi factor authentication at login

Recommend security of account access should be increased using multi factor authentication (MFA), as per other Iris products. Also, MFA is a requirement for cloud services for companies applying for Cyber Essentials certification.
Guest almost 2 years ago in KashFlow Payroll 3 New

Add a Date Paid Column to the summary page

No description provided
Guest 5 months ago in IRIS KashFlow / Customers 1 New

Save & Send Invoices

When I create an invoice I want a one-click button for Save & Send to save time and clicks.
Guest 9 months ago in IRIS KashFlow / Invoicing & Quotes 0 New

Ability to set all date dropdowns to "all" instead of the default "last 90 days"

I'm always having to change this dropdown, to see "all" invoices, jobs or transactions. It would be so helpful to select "all" set it for all dropdowns, and the choice to be remembered. Many of my customers don't come back within 90 days, so I cli...
Guest about 1 year ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

Adjustments to VAT boxes

Currently Kashflow does not let you make any additional adjustments to individual VAT returns. A journal is not necessarily required as the accounts may already reflect any VAT correctly but this was not included in VAT returns. This is often the ...
Guest over 8 years ago in IRIS KashFlow / Other 8 Will not implement

Notes - Ability to edit notes

Notes - Add a note to contact.Once you add a note to contacts it cannot be edited the only option is to create a new one each time. I think this function should already have been available, not sure why it isn't. Can we please have "Edit Notes" pl...
Guest over 8 years ago in IRIS KashFlow / Customers / Suppliers 5 Acknowledged

Show VAT inclusive amount on sold item on printed invoices (per line).

Before printing you can see item price, vat amount and total inclusive of VAT but when you print it for a customer they only see the ex VAT amount for each item. This is not good when using the invoices as sales invoices in a retail envronment.
Guest over 8 years ago in IRIS KashFlow / Invoicing & Quotes 6 Acknowledged