IRIS KashFlow

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Use icons for quick access to actions on the supplier list

Rather than having a drop down list for two actions (i.e. create purchase invoice, create purchase order), there could be icons instead. This would allow single-click access to more actions in the same on-screen space. see attached mock-up with ic...

Guest 8 months ago in IRIS KashFlow / Suppliers 0 New

2 VOTE

Update all customer information pages at once before clicking "update details" button

Would it be possible, especially when creating a new customer, to input all information on Profile, Options & Other Info pages before clicking the "Update Details" button? At the moment, once you complete the customer details, you can't go to ...

A Liptrot over 1 year ago in IRIS KashFlow / Customers 0 New

2 VOTE

Include outstanding VAT liability on dashboard

The liability for VAT quarters just finished, for which returns are not yet done or paid, appears not to be included on the dashboard - only the amount for the current quarter. This can be a significant sum and should be included.

Christina Spencer over 1 year ago in IRIS KashFlow / Dashboard 0 New

2 VOTE

Please revisit the new screen design

Attached are 2 screenshots showing an invoice being edited in the original interface and the same invoice in the new design. The original is very usable design with appropriate spacing for numerical values and description In the new style screen -...

Christina Spencer over 1 year ago in IRIS KashFlow / Invoicing & Quotes 0 New

4 VOTE

Putting Customers account "On Hold"

Hi, Is it possible to put a customers account on hold?, for example if they haven't paid, you can tick a checkbox or something to lock account/ bring up a message saying account on hold, so no more invoices can be raised until we unlock / untick c...

Guest over 2 years ago in IRIS KashFlow / Customers 0 New

1 VOTE

After recent software update, adding an invoice within a supplier adds it by default to the wrong supplier

After a recent upgrade, when I'm in a supplier record and click on "Create New" - instead of creating a new invoice within this supplier it defaults to the first supplier on the list. This has resulted in many invoices being posted to the incorrec...

Guest 8 months ago in IRIS KashFlow / Invoicing & Quotes 0 New

1 VOTE

Add Open Banking connectivity for Mettle bank

Mettle is a subsidiary of NatWest bank that focuses on providing digital banking needs for sole traders and small businesses. They currently have over 130k customers, but KashFlow hasn't signed up with Mettle as a TPP (Third Party Provider) so Met...

Guest 8 months ago in IRIS KashFlow / Bank 0 New

12 VOTE

Company Number in company Details

getting your coder to add a field in the company details section that gives ability to show "Company number" should just be there" really....

Guest about 8 years ago in IRIS KashFlow / Other 3 Acknowledged

12 VOTE

Improve switching between bank feed and matching rules

Switching to the 'Matching Rules' tab when on the bank feed loses all in-progress assignments, and resets any date range that was previously set – infuriating! Please fix this :)

Guest about 8 years ago in IRIS KashFlow / Bank 1 Acknowledged

12 VOTE

AlphaNumeric field for invoice number/reference

Can you have this option available in the near future or on your next upgrade? I am requesting that invoice number fields to be alphanumeric. We await your reply. Thanks

Guest about 8 years ago in IRIS KashFlow / Uncategorised 2 Acknowledged

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