Skip to Main Content
SUBMIT IDEA

IRIS KashFlow

Showing 3007

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

Client opt out facility on auto credit control

With auto credit control emails, rather than opting out certain individual invoices month after month, it would be beneficial if we could opt out certain clients who pay us by direct debit. Because their payments are collected at various points th...
Guest over 1 year ago in IRIS KashFlow / Invoicing & Quotes 0 New

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

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

A report which produces a dividend voucher.

When I used FreeAgent there was a report which produced a simple dividend voucher, it was really useful. It was just one page of A4. It read: Dividend Declaration for [Company Name] Directors Meeting Held On: Directors Present: Held At:...
Guest almost 9 years ago in IRIS KashFlow / Other 2 Acknowledged

Have "Batch Payment" button on Customer Screen

At the moment you can only post batch payments by going into the invoice screen. It would be smoother if you do it from the customer screen, as then you can see the outstanding invoices for that customer then post a payment against some of them.
Guest almost 9 years ago in IRIS KashFlow / Customers 1 Acknowledged

Searching for Batch Payments

If you search for a batch payment it will not find this. Very annoying as if you are trying to audit an account and find this payment it is very difficult without having the ability to search for it. E.G if you pay 10 invoices totaling £150.02 and...
Guest almost 9 years ago in IRIS KashFlow / Uncategorised 1 Acknowledged