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Please revisit the new screen design

Attached are 2 screenshots showing an invoice being edited in the original interface and the same invoice in the new design. The original is very usable design with appropriate spacing for numerical values and description In the new style screen -...
Christina Spencer over 1 year ago in IRIS KashFlow / Invoicing & Quotes 0 New

Allow an admin to get access to create invoices but not to see anything else.

It would be great if a company can add an admin to the account but the admin to only have access to create new invoices per customer but not to have access to see any historic data or historic inoice amounts etc.
Guest over 1 year ago in IRIS KashFlow / Other 0 New

Product code quantity monthly report

It would be very useful to be able to have a report to short quantity sold of each product sold in the month. there is not much point in recording this data in the Product Codes, which is what it is there for. It seams to me a very basic and funda...
Guest over 1 year ago in IRIS KashFlow / Reports 0 New

Automatically Import Stripe Payments and create Invoices

We use both Paypal and Stripe payments for customers to pay us online. Within Kashflow, Paypal has the ability to automatically import transactions, raise Sales and Purchases invoices and pay them off all from the link with Paypal. At the moment, ...
Guest over 1 year ago in IRIS KashFlow / Partner Apps 0 New

Remove extra click required for searching sales code

When you are putting lines into an invoice, you have to click the drop down arrow on sales code and then click into the sales code box to be able to type and search. This used to be just click on the drop down arrow so you are adding extra steps r...
Guest over 1 year ago in IRIS KashFlow / Invoicing & Quotes 0 New

Due dates on aged creditor report

It would be really helpful to see the due date of invoices on creditor reports . Not all invoices are due after 30 days and there is no way of knowing this from the report. You have to individually go into each invoice/supplier if you are not sure...
Guest over 1 year ago in IRIS KashFlow / Reports 0 New

Add a possibiliy to list (extract) only the credit notes issued in the certain period of time.

I was asked for all credit notes in 2022 and 2023 during an audit and it took me ages to extract them from KF activity. I was suggested by your customer service to use the list of invoices and filter by value, but in this case I could't chose a pe...
Guest over 1 year ago in IRIS KashFlow / Reports 0 New

Recurring Invoice Report

There is no report to export all recurring invoices to see what you are invoicing each customer.
Guest over 1 year ago in IRIS KashFlow / Invoicing & Quotes 0 New

Ability to add Hyperlinks to Quotes when emailing

This was a function available in the old system. It is still available when emailing invoices as they are still in the old system. It was critical to our business as we insert links to products which are in the quotes. You can now only insert a 'p...
Bex Aiken almost 2 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

Looking for a list of invoices issued in a specific date range (Repoprts / Sales / Invoice List, but find yourself limited by the 25 document limit?

Go to Reports / Business /Activity Report, enter your date range, tick Sales and All Items and Bingo!
Guest almost 2 years ago in IRIS KashFlow / Invoicing & Quotes 0 New