IRIS KashFlow

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clients should have access to all their companies using only one log in detail and on single dashboard.

if the client have more than one company he/she should have access to all his/her companies using only one log in detail and on one single dashboard.. making it quick and easy for the client..

Guest over 6 years ago in IRIS KashFlow / Dashboard 0 Acknowledged

1 VOTE

Advance reminder for imminent issueing of the next annual repeat invoice

We need to inform our anual repeat invoice custumers via email of the imminent issueing of the next annual invoice. Currentñy this is not possible in KF. So any option in KF to set the system for such an email to go out, like a month or two weeks ...

Guest over 6 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

1 VOTE

Merging invoices

We sometimes get Purchase orders with combined totals from different quotations. For instance: 1 quoataion for repair truck A= £ 20 and another Quotation for truck B = £ 30 then Purchase order comes with Repair truck A and B = £ 50. Therefore to s...

Guest over 6 years ago in IRIS KashFlow / Invoicing & Quotes 1 Acknowledged

1 VOTE

Payment

We often get our clients to mark an invoice as paid for their own debtors control purposes, however tell them not to touch the bankfeed, as we would deal with that on their behalf for VAT return preparation. However lets say two customers have th...

Guest over 6 years ago in IRIS KashFlow / Bank 0 Acknowledged

1 VOTE

Re-allocation of Advance Payments/IRIS Snap

If you import the bankfeed prior to publishing invoices via IRIS Snap, and have matching rules created for payments to be offset against the supplier accounts, then the payments via the bankfeed automatically get assigned to advance payment agains...

Guest over 6 years ago in IRIS KashFlow / Payments 0 Acknowledged

1 VOTE

Create a button to "update stock levels on freewebstore" after placing order with supplier for new stock.

Would make order and stock control easier to manage

Guest over 6 years ago in IRIS KashFlow / Purchases 0 Acknowledged

1 VOTE

Journey tracker

has any consideration been given to develop a real time journey tracker which records all journeys via the mobile app? Then giving the option to select personal and business journeys. This is available I understand with other similar bookkeeping s...

Guest over 6 years ago in IRIS KashFlow / Mobile Apps 0 Acknowledged

1 VOTE

Barclays Business current account bank feeds

For businesses who are VAT registered and so need to be in line with MTD by April '19 a bank feed is a necessity however it seems Kashflow are yet to have a bank feed operational for businesses who bank with Barclays. Can this be rectified as it s...

Guest over 6 years ago in IRIS KashFlow / Bank 1 Already exists

1 VOTE

Notes, Payments and Files - using tabs means it's harder to see activity at a glance

We are mystified as to why these are now separate tabs. In 'old' Kashflow, you could see them all on one screen... which is useful, for example, if the customer underpays, misses off VAT or sends notes to accompany a payment. Please would you cons...

Guest over 6 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

1 VOTE

Why is the 'Email receipt' button so small? It should be bigger.

Many businesses email receipts upon payment. But the 'Email' button next to the payment is tiny - and in the event of long payment notes, such as a BACS ID, the options drop onto a second line, requiring fine mouse-work to click the 'Email' button...

Guest over 6 years ago in IRIS KashFlow / Payments 0 Acknowledged

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