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Transfer DD mandates

With the new Iris Pay and DD I would like to move my customers from Go Cardless to IRIS pay but there is no facility to do this. So I have to go through the painful process of getting all my customers to sign a new DD mandate. Surly there must be ...
Guest about 1 year ago in IRIS KashFlow / Payments 0 New

Drag and drop file attachment

I would like to attach invoices to my purchases in Kashflow so that I can do away with the mounting paper files. I have a Dropbox account, but the current process seems very clunky. My invoices are typically received as an email attachment and I w...
Guest about 5 years ago in IRIS KashFlow / Purchases 1 New

To be able to connect millage to jobs

I have been using the millage app within Kashflow to log all of my trips. But this information goes nowhere within Kashflow. It would be great if when logging a trip that I could select which job it was going agasint. So all expenses are properly ...
Peter Oram over 1 year ago in IRIS KashFlow / Other 0 New

When creating a new rule within the Bank Feed area, allow a Project to be added to a Purchases Invoice and Expense

Currently when I add a new rule to the Bank Feed to add a purchase invoice to a supplier record or an expense, there is no facility to add a Project to it. I then have to go into each purchase invoice that has been created by the rule and manually...
Michelle Bennett almost 4 years ago in IRIS KashFlow / Bank 0 New

CIS summary for each individual sub-contractor

At the end of every tax year each sub-contractor wants a summary of all CIS paid in that year. I can only get a report from Kashflow showing EVERY sub-contractor that has worked for us, so this is very time consuming. It would be great if we could...
Guest about 5 years ago in IRIS KashFlow / Reports 0 New

Unintegrated Bank account for USD

Due to changing world of unstable currencies I have been left with no alternative but to trade internationally in USD which includes me opening a USD bank account. My main business is still here in the UK but as a small sme I am unable to continue...
Guest over 2 years ago in IRIS KashFlow / Bank 1 New

Payroll report for Audit showing total cost including Ers NI

Every year Auditors ask to see a reconciliation of the payroll to the total cost. The cross tab report almost works in summarising the payroll (there are errors in the report) But in order to show the total cost by month and by employee, Employers...
Guest over 2 years ago in KashFlow Payroll 0 New

Setting the view for purchase invoices

Can I set purchase invoices to automatically open with 50 items instead of 10. Every time I open it I have to change the view. this is not a new idea. I see it has been raised before at least as long ago as 2018 but nothing has bene done about it....
Guest over 1 year ago in IRIS KashFlow / Purchases 0 New

Export Chart of accounts to .csv file

In the chart of accounts there is only the option to print a full list of the chart of accounts to a .pdf format. It would be useful to be able to download this into .csv format
Guest over 1 year ago in IRIS KashFlow / Other 0 New

Create Invoice - Add Default Payment Option

When I now copy an existing invoice as a new invoice, the payment option defaults to "No payment option" for some reason. This confused me as I never even thought to check what that option was set to (the customer previously used Iris Pay). It sho...
Rich Mellor over 1 year ago in IRIS KashFlow / Invoicing & Quotes 0 New