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IRIS KashFlow

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Attach expense invoices to projects

I want to track the actual costs of delivering a project
Guest about 3 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

Allow Date Substitutions to work on Order Ref field

When using repeat invoices, the ability to use date substitutions in the Order Ref field is something I would have expected to be able to do, given that Order Ref numbers usually need to be unique, but it currently does not work. As an example, we...
Colin Smith about 3 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

Allow all users to choose to use Google login

More secure than manual login as can be secured by encryption key
Guest about 3 years ago in IRIS KashFlow / Uncategorised 0 New

Add a meaningful information on Worldpay References Pay by Card link

To give us our Worldpay account reference twice and the date is no help. The invoice number and/or account reference would be really useful.
Guest about 3 years ago in IRIS KashFlow / Payments 0 New

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 about 6 years ago in IRIS KashFlow / Customers 0 New

Add Description defaults to the comment's dropdown menu in Banking

As you can see from the screen grab, some of my comments entered are preloaded when I click on the comment tab. It's really useful as I pay for parking most days and so select from the dropdown without having to keep retyping. If there was a way t...
Guest about 3 years ago in IRIS KashFlow / Bank 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 about 6 years ago in IRIS KashFlow / Other 0 New

A notes box on customer profile page

This would be useful to write notes EG opening times of company what days people you talk to work. credit limits and payment terms of the accounts
Guest about 3 years ago in IRIS KashFlow / Customers 0 New

A unpaid overdue customer report

No description provided
Guest about 3 years ago in IRIS KashFlow 1 New

Add the previous quarters VAT to the Dashboard owed total until the VAT is paid in the VART Management .

It reflects the fact that the VAT is still owed until marked paid and acts as a reminder to pay the VAT.
Anonymous about 3 years ago in IRIS KashFlow / Dashboard 0 New