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IRIS KashFlow

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Implement Open Banking with Co-operative Bank

The Co-operative bank are implementing open access banking. Competing software packages already offer open banking with the Co-operative bank. Register with the Co-op bank so KashFlow can be included. Site link is https://www.co-operativebank.co.u...
Guest over 3 years ago in IRIS KashFlow / Bank 1 Already exists

Put the 'Stay on Customer Details Page' option back when adding a new customer

Please can we have the option back to allow us to remain on the customer details page when adding a new customer. This option has been removed from the latest update. After entering full details, we now have to search for the new customer again to...
Rich Tapper over 7 years ago in IRIS KashFlow / Customers 0 Acknowledged

Encryption of email attachments for GDPR purposes.

Invoice attachments can contain personal data which must be protected.
Guest over 7 years ago in IRIS KashFlow / Invoicing & Quotes 2 Will not implement

Need a reference on invoices, want to label projects for a large client, currently have to go in and out of lots of invoices to find a past job.

No description provided
Guest over 7 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

CUSTOMERS INVOICE

Have option to remove United Kingdom on customer profile as we do not always have customers details. So their name and United Kingdom doesn't look good.
Guest about 5 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

Recurring Invoice Report

There is no report to export all recurring invoices to see what you are invoicing each customer.
Guest over 2 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

Jobsheets

Dear Sirs, I have been using your software for just under a year. So far it proved to be an easy tool, however it lacks some capabilities, something that I would like to bring to your attention. We are electrical contractors and our aim is to go...
Guest almost 9 years ago in IRIS KashFlow / Other 0 Acknowledged

Full system backup

Thre really should be a way of recovering a totally lost accounts system, I know it is hard to actually delete everything but the current emailed backup is pretty useless other than just about covering me for the very basic accounting records.
Guest almost 9 years ago in IRIS KashFlow / Uncategorised 1 Acknowledged

Relevant TB reporting

Where a client is registered for flat rate VAT, rather than provide a standard TB, provide one that actually gives the figures that go into the accounts without having to jump through hoops to derive gross turnover etc.
Guest over 1 year ago in IRIS KashFlow / Reports 0 New

Allow direct posting to customer from bank feed

My issue relates to bank feed transactions that need to be allocated to a customer account WITHOUT creating a sales invoice. A lot of my clients pay me by standing order so they get posted to their account as received as “advance payments on accou...
Paul Connon over 1 year ago in IRIS KashFlow / Bank 0 New