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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 12 months ago in IRIS KashFlow / Payments 0 New

Proforma

I find it hard to believe Kashflow don't yet have the ability to create Proforma invoices! I have now signed upto Sageone and will be moving away from Kashfow. Renaing QUOTES to Proforma is Not a Solution!
Guest almost 7 years ago in IRIS KashFlow / Invoicing & Quotes 4 Acknowledged

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 12 months ago in IRIS KashFlow / Other 0 New

Prepare a proper Bank Reconciliation report

I would rather have a traditional bank reconciliation report where it lists the unreconciled receipts and payments. You have copied the Sage "Statement Report" method and its pointless. Example: Balance per Bank Statement Add: Unreconciled Recei...
G B almost 5 years ago in IRIS KashFlow / Bank 0 New

Default "Action" in VAT report panel

Following an issue with the date range on our KashFlow VAT report screen today. I have the following observation about the "Actions" menu on the right hand side of the VAT report panel. Here is my remark, made to your support desk, after we had re...
Guest almost 6 years ago in IRIS KashFlow / Reports 1

ABILITY TO BRAND THE SELF SERVICE PAYROLL FEATURE + ADD YOUR OWN LOGO

We think it would be great to be able to brand the self service payroll feature for kashflow payroll. we would like to add our company logo to replace kashflow logo so your employees get a email from yourcompany.com and it has your company logo ...
Guest almost 7 years ago in KashFlow Payroll 1

Vat by country, ability to set vat rate by country. my imported invoices all come out with 20%. Now UK is out of Europe, I need to edit every EU invoice to corrtect the vat rate.

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Guest almost 4 years ago in IRIS KashFlow / Invoicing & Quotes 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 almost 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 about 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 about 1 year ago in IRIS KashFlow / Invoicing & Quotes 0 New