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KashFlow Ideas

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Additional information on statement

I would like to see an option where additional information can be added to the statement template, such company bank details and other company information. Similar to the invoice PDF theme templates option where additional text can be entere (in M...
Guest over 8 years ago in IRIS KashFlow / Uncategorised 3 Acknowledged

Traffic light system for customers and their payment behaviour

Green for customers that regularly pay on time. Amber for occasional late payers. Red for prolific late payers. This would help a lot with identifying customers who we need to chase for payment or move to proforma.
Guest 9 months ago in IRIS KashFlow / Payments 0 New

Add a Date Paid Column to the summary page

No description provided
Guest 5 months ago in IRIS KashFlow / Customers 1 New

Secure Payroll Account data with multi factor authentication at login

Recommend security of account access should be increased using multi factor authentication (MFA), as per other Iris products. Also, MFA is a requirement for cloud services for companies applying for Cyber Essentials certification.
Guest almost 2 years ago in KashFlow Payroll 3 New

Purchase Invoices - Save and Create New

Save a purchase invoice and go straight to a new one without having to press the 'Create' button again.
Guest over 8 years ago in IRIS KashFlow / Uncategorised 7 Already exists

Save & Send Invoices

When I create an invoice I want a one-click button for Save & Send to save time and clicks.
Guest 9 months ago in IRIS KashFlow / Invoicing & Quotes 0 New

Ability to set all date dropdowns to "all" instead of the default "last 90 days"

I'm always having to change this dropdown, to see "all" invoices, jobs or transactions. It would be so helpful to select "all" set it for all dropdowns, and the choice to be remembered. Many of my customers don't come back within 90 days, so I cli...
Guest about 1 year ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

Adjustments to VAT boxes

Currently Kashflow does not let you make any additional adjustments to individual VAT returns. A journal is not necessarily required as the accounts may already reflect any VAT correctly but this was not included in VAT returns. This is often the ...
Guest over 8 years ago in IRIS KashFlow / Other 8 Will not implement

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