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IRIS KashFlow

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Customise Reports

I would like to view Project reports with a breakdown of Net, VAT & Gross, also that only the part of a purchase invoice is allocated to the project it belongs to. It would also be useful if all bank transactions were picked up by Project in...
Michelle Pierce over 6 years ago in IRIS KashFlow / Reports 0 Acknowledged

Live Data widget not showing year on year information

The new Live Data widget should show year-on-year information (or month-on-month) NOT last year's total to this year to date. The business will always be down compared to the whole of last year when we are only a few months into this year, so that...
Sam Osborne about 3 years ago in IRIS KashFlow / Dashboard 0 Acknowledged

Option to remove Live Data Widget

I'm sure this new widget works for some businesses but for me it's just an annoying cluttering of badly presented information that has no real use. An option to remove it (or at least move somewhere else on the dashboard) would be brilliant.
Sam Osborne about 3 years ago in IRIS KashFlow / Dashboard 0 Acknowledged

VAT Calculations on multiples

When adding products to an invoice, the VAT is calculated on the net price * quantity which can lead to rounding issues. For example, I sell one particular item for £17 including VAT - so this is stored as £14.17 plus VAT at 20%If I set the quanti...
Rich Mellor about 3 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

NEW DASHBOARD Create New Customer (from US)

In the past when I create a new customer (and select to create an invoice once customer is created), I could enter their name and address, then go to the options page to add VAT number / whether they are inside / outside the EU etc and click Updat...
Rich Mellor about 3 years ago in IRIS KashFlow / Customers 0 Acknowledged

Customer Codes - import from paypal

When I import from Paypal, new customers are created using codes such as José21 - but if I update their address, I am told the customer code is invalid. I then have to guess what number to put after Jose as there is no easy way of finding the next...
Rich Mellor about 3 years ago in IRIS KashFlow / Customers 0 New

Fix Canvass - Stop the Spam

Canvass is now impossible due to the amount of spam - no wonder none of the ideas / comments are now being implemented or worked on. Surely it would make sense to only allow registered Kashflow customers the ability to post ideas... Anyone else ha...
Rich Mellor about 3 years ago in IRIS KashFlow / Uncategorised 0 Acknowledged

Scan invoices

Scan an invoice into the system like Dect but making it affordable for smaller businesses would be a massive time saver.
Guest about 3 years ago in IRIS KashFlow / Purchases 0 New

Date of delivery to be added to packing slip

Currently the date shows as the invoice date and you need to be able to put a date when the goods are delivered
Guest over 6 years ago in IRIS KashFlow 0 Acknowledged

"SUBJECT" on emails

I have found that when you email invoices, quotes, remittances , etc, by email the subject always says "invoices...…." even though your emailing quotes, remittances, etc. You physically have to change it to correspond with what you are sending. So...
Caroline Jones over 6 years ago in IRIS KashFlow 0 Acknowledged