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IRIS KashFlow

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Customer statement current/30/60/ 90 plus days breakdown

On our old system, when sending customer statement we had the option of a current/30/60/90plus days or current / 1 month / 2 month 3 months plus at the bottom of the statement. ( no due date). This is helpful to both customers & ourselves.
Guest over 5 years ago in IRIS KashFlow / Customers 0 New

To be able apply the correct theme for new customers and suppliers as default

To be able to apply as default a purchase theme containing company terms of purchase for all new suppliers, and a different theme for customers with T&C's instead of having to change manually for each new customer / supplier added
Guest over 2 years ago in IRIS KashFlow / Customers 0 New

Password to switch accounts

I have customers who would like to link there accounts but are worried about security. It would seem to be infinitely sensible to have to enter a password when switching so access can be restricted as not all users are common to both companies.
Guest over 5 years ago in IRIS KashFlow / Other 0 New

Customer Statements in same currency as Customer Invoices.

Our Home Currency is GBP but we also trade in US$ and EURO. Currently we are able to produce invoices in the required currency but the statement shows £. This needs to be changed for sending to our foreign customers.
Guest over 2 years ago in IRIS KashFlow / Other 0 New

app.kashflow.com/PayOnline

When someone clicks the button to pay now as below from the email (i am using stripe) It would be a good idea as i cant find the settings anywhere To be able to style the next screen the payment page? i.e change clours, add my logo and so on, I th...
Guest over 2 years ago in IRIS KashFlow / Payments 0 New

Add Vat Rates to the journal template

When you are doing a vat adjustment journal you need to select the vat rate that was put through originally so that it is correct in the next vat return.
Guest over 2 years ago in IRIS KashFlow / Other 0 New

Amendment to VAT 3 report

As a user based in the Irish Republic I have different vat periods and treatment of purchases. I do not rely on the report for purchase calculation, but must mark the return as submitted to create RTD details. This updates the nominal ledger. My r...
Guest almost 3 years ago in IRIS KashFlow / Other 0 New

Email SENT box

Please could you add an Out or Sent box for invoices sent by email. Rather than just the Log that tells me it has been sent. It would be extremely helpful to look back at the email as I often add prices and additional info on the email itself, but...
Steff Davies almost 3 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

be able to add pdf to quotes or invoices

i want tot be able to add pdf to a quote which has a lot of information but no facility to do this
Guest almost 3 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

Option to exclude archived accounts in the dashboard

When an account has been reconciled with zero balance and the account closed, I can archive it in Kashflow. I really don't need to see those accounts and zero balances in the dashboard.
Lindsay Smith almost 3 years ago in IRIS KashFlow / Dashboard 0 New