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Reduce width of Invoice so that it fits screen without scrolling or reducing font size

In old Kashflow once you had selected Sales and Product Codes they were no longer displayed on the invoice - now they take up too much space and you have to scroll to see the whole line to include the total price. We can't reduce the screen size a...
Guest almost 2 years ago in IRIS KashFlow / Invoicing & Quotes 1 New

Report Builder

To be able to extract fields from various areas such as invoices and purchases for example.
Guest over 7 years ago in IRIS KashFlow / Invoicing & Quotes 3 Planned

VAT split on Aged Debtors and Creditors reports

It would be very useful to be able to see the VAT outstanding on Aged Debtors and Creditors reports so that we can easily identify VAT outstanding at the year-end for cash accounting clients.
Sarah Everist over 6 years ago in IRIS KashFlow / Reports 3 Acknowledged

Dispatch/Shipping on packing slip and invoices

We want invoices to include the goods' dispatch date so that when we update invoice dates at month-end, the dispatch date is also shown. Right now, we have to check paper packing slips in our folders and manually add the dates, which is very time-...
Guest 12 months ago in IRIS KashFlow / Other 0 New

It would be useful if you could assign advance payments to suppliers or from customers through the bank feed without having to input purchase invoices or sales invoices first.

I work in an accountancy practice, bookkeeping for several clients. I often put transactions through the bank feed before receiving the relevant purchase or sales information from my clients. Bank transactions are processed as payments on account ...
Guest almost 4 years ago in IRIS KashFlow / Bank 0 New

Archiving facility of data over 7 years old

As far as I can tell we are not supposed to keep data for longer than is necessary to comply with GDPR but Kashflow does not offer any way to switch on archiving of data over 7 years old. Removing this old data would also improve performance and w...
Guest almost 8 years ago in IRIS KashFlow / Customers 0 Acknowledged

Re-instate the google postcode look up button on the customer details screen

I use this button regularly to check customers invoice and delivery address when taking orders over the phone
Guest almost 8 years ago in IRIS KashFlow / Customers 1

Financial reports automatically populate with current accounting period

When running the financial reports it would be most helpful if the start date and end date would populate with the current accounting period.
Emma Ransom almost 9 years ago in IRIS KashFlow / Reports 1

Iris Pay

payments from Iris Pay should not take 3-5 days to get to me. I can accept payments over my website, which are handled by PayPal and I can get those in my account the same day
Guest almost 2 years ago in IRIS KashFlow / Bank 1 New

VAT Only Journals to be the Only Ones to Go on VAT Returns

Previously if a journal was created the only way to get it to appear on a return was to create a VAT Journal. Now if you post a standard journal to either account 73501 (or output VAT) or 73502 (or input VAT) it affects my VAT return figures so th...
Guest about 6 years ago in IRIS KashFlow 0 New