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KashFlow Ideas

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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

To be able to see the Purchase Order description on the invoice list, similar to the Quote Ref when looking at the list of quotes

Please can I suggest in Customers section in the 'Invoice,Stats,Etc' that we can see the Purchase Order reference in the list of invoices box (along with the date, invoice number, amount etc), as then we could clearly see what each invoice is for,...
Guest about 8 years ago in IRIS KashFlow 0 Acknowledged

Fortnightly Payroll

It would be useful to provide the option to process fortnightly payroll as a few clients have requested this.
Guest about 8 years ago in KashFlow Payroll 2 New

Customer Statement - No Opening Balance

It would be useful if when printing or e-mailing a customer statement that you have the option to show, or not show, the "Opening Balance". This is especially useful when printing a statement set for a specific period of time. For example...we bas...
Guest about 8 years ago in IRIS KashFlow / Uncategorised 2 Acknowledged

Improved bank reconciliation

As accountants performing reconciliations for clients we regularly have to unlock and relock the bank to perform routine tasks. I have used Sage and VT Transaction + previously and one once a bank reconciliation is done you never have to revisit i...
Guest about 8 years ago in IRIS KashFlow / Uncategorised 1 Acknowledged

Sales and Purchase Codes visible on Invoices / Purchase Orders

I'm putting up two comments - this is the first. Both I believe are fundamental. I understand that the only way to show the Sales or Purchase codes on printed or e-mail copies is to add them to the item description. If we have to use Codes in the ...
Guest about 8 years ago in IRIS KashFlow / Uncategorised 4 Acknowledged

Integrate with NeatConnect WiFi Scanners

http://www.neat.com/products/neatconnect/ Neat enables users to scan their items directly into a cloud storage without scanning into any computer. If KashFlow integrated with Neat, Users could have had their bookkeeping done by dropping their purc...
Guest about 8 years ago in IRIS KashFlow / Uncategorised 0 Acknowledged

Invoices to mobile numbers

It would be great if we had the option to send invoices to a mobile number as well as an email address. I find a lot of time emails go to junk, are missed or people generally do not always check their emails and the invoices can be missed or lost....
Guest 8 months ago in IRIS KashFlow / Invoicing & Quotes 0 New

Have the ability to refund customers directly from Iris Pay when they have used that method to pay originally

There is no option in Iris Pay to actually refund customers only to RECORD the refund. If customers are using this portal to pay invoices vis credit/debit cards, there should be the option to be able to refund via the same means.
Guest over 1 year ago in IRIS KashFlow / Payments 0 Acknowledged

Face ID to login

As a small business we have to login to Kashflow many times a day to reconcile payments and other items.
Mark over 1 year ago in IRIS KashFlow / Other 0 Acknowledged