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KashFlow Ideas

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IRIS KashFlow

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Mass Update via CSV

First off which you can currently do - download all customer information in to csv. The new process I am then suggesting is that: When you need to update en mass, you can change within the CSV file all the details including customer setting like s...
Guest over 8 years ago in IRIS KashFlow / Uncategorised 0 Will not implement

VAT return in new design

You can't access the VAT returns from the dashboard in the new design. If you go to taxes it only shows self-assessment so you have to click into reports or a page in the old format to get the old taxes tab back. The new design is not working and ...
Abbie Wells over 1 year ago in IRIS KashFlow / Dashboard 0 New

Intergate Kashflow with Courier Exchange

Courier Exchange is the UK largest online courier load software. It Integrates with Xero, Sage and Quckbooks. It would be good if it could also integrate with Kashflow.
Clive Churchward 5 months ago in IRIS KashFlow / Other 0 New

Deselect Online payment element for printed invoices

I use Irispay as a default for emailing invoice templates, however occasionally have to print invoices, so the Online payment 'Button' is redundant and confusing. It would be useful to be able to deselect this entirely on those instances
Steve Bower 5 months ago in IRIS KashFlow / Invoicing & Quotes 0 New

paid stamp on purchase invoices

I think it would be a good idea on purchase invoice's when its paid, it can be marked with a PAID stamp so I can email the purchase invoice to the supplier, as some suppliers are wanting the details within the purchase and not just a remittance wh...
Guest over 1 year ago in IRIS KashFlow / Purchases 0 Started

Update Product Pricing in Bulk

At the moment we have to go into each product individually to update pricing on over 500 products. I'd like the ability to view and edit the pricing and description on products from one page and the ability to bulk update.
Guest over 7 years ago in IRIS KashFlow / Other 2 Planned

Default Time Period for transactions on the customer screen

There should be a way to change the default “Time Period” on the Transactions screen of the Customer Details page - or at least default it to something more sensible. I regularly go in there to find the last invoice we sent to a customer. But beca...
Rob Wheatley over 1 year ago in IRIS KashFlow / Customers 2 New

SETTING TRANSACTION DATES IN SALES AND PURCHASE ACCOUNTS

In the new version of Kashflow, the date in customer and supplier accounts defaults back to 01/01/2024 meaning no previous transactions can be seen. Not helpful when we're only on 04/01/2024! It would be helpful if I could set the default date mys...
Guest over 1 year ago in IRIS KashFlow / Customers 0 Acknowledged

NEW VERSION OF KASHFLOW PROBLEM Description text box on invoices needs to be larger.

Since the update, the text box is too small to see the whole description whilst typing which is causing errors.
Guest over 1 year ago in IRIS KashFlow / Invoicing & Quotes 0 Already exists

stop changing the layout for no reason

everyone would be log in and use the software without having to re learn it
Guest almost 7 years ago in IRIS KashFlow / Other 0 Will not implement