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My Ideas: IRIS KashFlow

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Extend the time period before being logged out due to inactivity.

No description provided
Guest over 5 years ago in IRIS KashFlow / Dashboard 0 Acknowledged

Sent mail folder

We have been asked by a handful clients lately for us to forward on a copy of the original email that was sent when their invoice was emailed to them, often because they are saying that they didn’t receive the invoice, hence why they haven’t paid ...
Guest over 5 years ago in IRIS KashFlow / Invoicing & Quotes 4 Acknowledged

Deleted Items reversed from reports

It would be helpful if deleted items are shown as reversed from reports such as the VAT return, it's ridiculous that you would suggest raising a false credit note to remove incorrect transactions when there is a delete button, all other systems re...
Guest over 7 years ago in IRIS KashFlow / Other 1 Planned

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

Set a Credit Limit on screen for customers before new quotes are sent to avoid customers going over credit limit.

No description provided
Guest over 5 years ago in IRIS KashFlow / Invoicing & Quotes 0 Planned

Purchase Order Tracking

The new feature of Purchase Orders (PO) is great. However, once the PO is converted to a Purchase, there is no record or field to say which PO was converted to make the Purchase. The option to carry over the PO number to the Purchase (as a field o...
Anonymous over 4 years ago in IRIS KashFlow / Purchases 1 New

Put the 'Stay on Customer Details Page' option back when adding a new customer

Please can we have the option back to allow us to remain on the customer details page when adding a new customer. This option has been removed from the latest update. After entering full details, we now have to search for the new customer again to...
Rich Tapper over 6 years ago in IRIS KashFlow / Customers 0 Acknowledged

Encryption of email attachments for GDPR purposes.

Invoice attachments can contain personal data which must be protected.
Guest over 6 years ago in IRIS KashFlow / Invoicing & Quotes 2 Will not implement

VAT split on Aged Debtors and Creditors reports

It would be very useful to be able to see the VAT outstanding on Aged Debtors and Creditors reports so that we can easily identify VAT outstanding at the year-end for cash accounting clients.
Sarah Everist over 5 years ago in IRIS KashFlow / Reports 3 Acknowledged

Need a reference on invoices, want to label projects for a large client, currently have to go in and out of lots of invoices to find a past job.

No description provided
Guest over 6 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged