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My Ideas: IRIS KashFlow

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The design is very poor

I find the new design very poorly thought through. For instance, I wasted time again on the Invoices when scanning through for something. there is a scroll bar inside a scroll bar... What I mean by this is that the whole page has a scroll bar on t...
Gary Newbrook 10 months ago in IRIS KashFlow / Invoicing & Quotes 0 New

Add Wise to apps/bank imports

We use international payments accounts through Wise <https://wise.com> Wise have set up imports into Xero, Quickbooks, Clearbooks and many others, but not KashFlow who are falling behind This is the list of accounts packages they work with h...
Guest 5 months ago in IRIS KashFlow / Bank 0 New

Automate Bank Reconciliation

Compared to Xero, the Bank Reconciliation feature in Kashflow is very clunky. In Xero it automatically matches entries on the bank feed with what it thinks are matching invoices and purchase invoices and allows you to OK each one, or create a new ...
Rich Mellor 3 months ago in IRIS KashFlow / Bank 0 New

2nd email address in My Profile

So 2 people will be notified when a customer's invoice is overdue and when an IrisPay payment is made.
Guest 9 months ago in IRIS KashFlow / Other 0 New

BUG: Issues with Editing existing invoices

Has anyone else noticed that sometimes when editing invoices, the lines are deleted - I sometimes have to refresh the page several times to see them. Also, when adding new lines or moving them, the product name sometimes goes blank. Even worse is ...
Rich Mellor 3 months ago in IRIS KashFlow / Invoicing & Quotes 0 New

Starter Pack - Allow Custom Email Templates

Myself and my wife both use Kashflow for our self-employed businesses. I have the Business package, but my wife only uses the Starter package at the moment. I was surprised that she cannot edit the email templates for sending invoices - there is s...
Rich Mellor 3 months ago in IRIS KashFlow / Invoicing & Quotes 0 New

INVOICE LAYOUT

Hello - We are using your Kashflow system with our company. When I sent an invoice out to the customer, the layout of the invoice that our clients received doesn't show the acutal total (with VAT included) but only the: Rate, Total & VAT. Coul...
Guest 6 months ago in IRIS KashFlow / Invoicing & Quotes 0 New

Somebody needs to view this new design from an ergonomic point of view

The layout of the screen if flipping HUGE.... While I do wear glasses, I don't need everything to be so big... PLEASE, PLEASE, PLEASE provide a way for us to change the size of the fonts - the theme if you like - without having to resort to changi...
Gary Newbrook 10 months ago in IRIS KashFlow 1 New

Ability to Import Mileage Records via CSV

Currently, KashFlow allows users to export mileage data to CSV, which is great for reporting. However, there’s no option to import mileage records via CSV, making it very time-consuming to log regular or historic trips manually, especially for sel...
Guest 3 months ago in IRIS KashFlow / Reports 0 New

Remove the Overview screen for users.

Remove the option for basic or other managers to view the overview screen on customers and suppliers.
Callum Goldthorpe 3 months ago in IRIS KashFlow 0 New