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IRIS KashFlow

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Mileage tax year drop down

Currently the Tax year drop-down on the mileage trips page defaults to the current calendar year (i.e. today its showing as Tax year 2020/21). It would be nice if this were correct and it showed Tax year 2019/20 until April 6th...
Guest almost 5 years ago in IRIS KashFlow / Other 0 New

Make inserting comments and line items easier

Adding is easy BUT I create quotes/invoices with lots of information including multiple line items and comments. Please PLEASE make it easier to add/insert line comments and line items using arrows or and "Insert" function. At the moment, they add...
Katrina Boydon almost 5 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

Locking down or whitelisting IP addresses/domain names

As a business we operate on hosted desktops with a static IP. We have existing applications that are locked down to our IP address meaning that staff access to the systems can only be obtained via the hosted desktop environment. Remove access to t...
Guest almost 5 years ago in IRIS KashFlow / Other 0 New

adding "an out box"

I would be useful to have an out box for invoices ect sent via email. I often add notes or an email with the invoice but these are not saved anywhere so it would be helpful if they could be save to refer back to.
Guest almost 5 years ago in IRIS KashFlow 1 New

Payment Sense Integration

We recently left WorldPay as we found their fees kept creeping up without notice. We have since joined Payment Sense, which is a fast growing card payment provider so I was surprised to see KashFlow doesn't yet have integration. It would be great ...
Guest almost 5 years ago in IRIS KashFlow / Payments 0 New

Restricted users

It would be good to have in “additional users” a view only permission so employees can only view and not either raise sales, purchases or edit, thus eliminate the possibility of staff deleting/editing transactions.
Guest almost 5 years ago in IRIS KashFlow 0 New

Security question before leaving the matched bank feed

Would be great if a pop up question like "Are you sure you want to live this page?" would come up on the bank feed matching tab, as it's very easy to leave the page without saving your work on the bank feed tab. I clicked on supplier or searched i...
Guest almost 5 years ago in IRIS KashFlow / Bank 0 New

Different primary email addresses for invoicing/statements

Within the customer area it would be useful to be able to record an email address for invoicing and a separate email address for sending statements which automatically inserts into the email template. Currently, i can only record one primary email...
Rachel Walker about 5 years ago in IRIS KashFlow / Customers 0 New

Add ability to enable or disable automatic credit control on repeat invoices

I use repeat invoices a lot, many which are collected by direct debit. As such, I would like the ability to disable automatic credit control for these invoices so these clients are not irritated by the automatic credit control emails which are sen...
Russell Chesler about 5 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

Create a link to send to customer to set up DD mandate

For some clients, they respond better to SMS or messages via WhatsApp and FB Messenger, so being able to send a link to them in order for for them to set up a DD mandate would be quicker for them and service providers.
Guest about 5 years ago in IRIS KashFlow / Payments 0 New