My Ideas

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More detailed statements

Enhance customer statements to include each individual invoice descriptions, providing a detailed overview of the work carried out, alongside the invoiced amounts. on customer statements so that the statement also shows what has been written in th...

Guest about 1 year ago in IRIS KashFlow / Customers 0 New

1 VOTE

Final Demand Notice on Invoices

on our invoices we have "Overdue" when they are overdue for payment, it would be good if there was an option for it to say "Final Demand" when needed.

Guest about 1 year ago in IRIS KashFlow / Invoicing & Quotes 0 New

2 VOTE

Delete duplicate transactions in the 'ignore feeds' section

I had a problem with the bank connection, had to disconnect and re-connect. There are now many duplicated transactions in the ignored feeds. I hate having duplicates and a messy bank, does this stress anyone else out? There is no way to effectivel...

Guest over 2 years ago in IRIS KashFlow / Bank 0 New

1 VOTE

Email errors show in system logs

I've had issues with non-delivery of emails due to a defective recipient address, however the Kashflow logs do not catch this & I believed they had been received OK. It would be useful if errors were reflected back to the originating account.

Steve Bower about 1 year ago in IRIS KashFlow / Reports 0 New

1 VOTE

Transfer DD mandates

With the new Iris Pay and DD I would like to move my customers from Go Cardless to IRIS pay but there is no facility to do this. So I have to go through the painful process of getting all my customers to sign a new DD mandate. Surly there must be ...

Guest about 1 year ago in IRIS KashFlow / Payments 0 New

4 VOTE

PDF Invoice Theme and support for a Customs acceptable Commercial Invoice

With leaving the EU, Customs clearance invoices (Commercial Invoices) will become more prevalent if exporting. Currently Kashflow cannot produce Commercial Invoices. The additional information required is not part of a standard data set, and alway...

Guest almost 5 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

2 VOTE

Add option to carry over attachments from a Quote once converted into an Invoice

KashFlow behaviour at the moment is that any files attached to a quote are removed once it is converted to an invoice. I think it would make more sense were there an option for attachments to carry over and remain attached to the resulting invoice...

Guest over 2 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

5 VOTE

Calender reminder for actions such VAT returns etc

Instead of manually recording a note of the next client's VAT return/yearend etc into a Diary or similar. It would be ideal if Kashflow was able to send an email to warn you of the pending task for your client.

Guest about 6 years ago in IRIS KashFlow Connect / Clients 0 New

1 VOTE

To be able to connect millage to jobs

I have been using the millage app within Kashflow to log all of my trips. But this information goes nowhere within Kashflow. It would be great if when logging a trip that I could select which job it was going agasint. So all expenses are properly ...

Peter Oram about 1 year ago in IRIS KashFlow / Other 0 New

1 VOTE

Setting the view for purchase invoices

Can I set purchase invoices to automatically open with 50 items instead of 10. Every time I open it I have to change the view. this is not a new idea. I see it has been raised before at least as long ago as 2018 but nothing has bene done about it....

Guest about 1 year ago in IRIS KashFlow / Purchases 0 New

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