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Remove archived bank accounts from dashboard

The dashboard is intended to give you a quick overview of where you stand but its currently quite crowded. Is there a way to remove archived bank accounts from dashboard so we're not wading through accounts that are not needed anymore? It would ne...
Guest over 6 years ago in IRIS KashFlow / Dashboard 1 Acknowledged

Bureau Password Protection for each Client Payroll

It would be very useful (particularly post GDPR) for each client to be password protected within a bureau log in.
Guest over 6 years ago in KashFlow Payroll 1 Future Consideration

Supplier reminders text as provided by IRIS needs changing

The new automated message from Kashflow about supplier payments states: "Payment is now overdue and you should arrange to pay your suppliers immediately. " Why does IRIS think it appropriate that it needs to tell me that I have to pay my suppliers...
Gary Newbrook over 3 years ago in IRIS KashFlow / Suppliers 0 New

Able to run payroll for only one or selected number of employees at a time and print payslips and submit eg leavers

for employees leaving mid month
Guest over 3 years ago in KashFlow Payroll 1 Acknowledged

Call credit note what they are

When i email a credit note it should say CREDIT NOTE no... Not invoice no.. A few cusomers have complained about this
Guest over 6 years ago in IRIS KashFlow / Invoicing & Quotes 1 Acknowledged

PDF Themes

Enable longer than A4 length pdf theme (or two A4 pages) to accommodate longer items descriptions in Invoices & POs.
Guest over 6 years ago in IRIS KashFlow / Purchases 1 Already exists

In the Transactions page in customer section, add the option to view 'lifetime' activity

Can you add the option in the customer transaction activity section to have a 'Lifetime' option in the drop down menu when your selecting the time period to view as it's time wasting to have to add the start and finish dates when I just want to se...
Guest over 6 years ago in IRIS KashFlow / Customers 0

Associate an Invoice with a Contact

Great - we can now have multiple Contacts for a Customer Now can we associate an Invoice (and Quote) with a particular Customer Contact - this would mean the Invoice is marked in some way as being associated with that Contact, emails to the Cust...
Charles Hewitt over 6 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

Trade Shift Integration

Please bring back the Tradeshift integration https://tradeshift.com
Charles Hewitt over 6 years ago in IRIS KashFlow / Partner Apps 1 Acknowledged

Add a check box next to email address for customers who have opted in to receive marketing emails

I diligently add all email addresses to my customer records. Obviously essential for communicating about invoices due etcc. Occasionally, I want to send offers to my list. I ask my customers in advance if they're happy to receive but have no way t...
Katrina Boydon over 6 years ago in IRIS KashFlow / Customers 0 Acknowledged