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PDF Invoice Theme and support for a Customs acceptable Commercial Invoice

With leaving the EU, Customs clearance invoices (Commercial Invoices) will become more prevalent if exporting. Currently Kashflow cannot produce Commercial Invoices. The additional information required is not part of a standard data set, and alway...

Guest almost 5 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

1 VOTE

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 about 1 year ago in IRIS KashFlow / Other 0 New

5 VOTE

Ability to split payment between a sales invoice and a purchase invoice

It would be useful if, when importing the bank feeds, a receipt / payment could be split between both purchases and sales. I have a client who sells grain and uses self billing - their customer sends them the bill which details the value of the gr...

Rhiannon Metalle about 6 years ago in IRIS KashFlow Connect / Other 0 Acknowledged

5 VOTE

Calender reminder for actions such VAT returns etc

Instead of manually recording a note of the next client's VAT return/yearend etc into a Diary or similar. It would be ideal if Kashflow was able to send an email to warn you of the pending task for your client.

Guest about 6 years ago in IRIS KashFlow Connect / Clients 0 New

5 VOTE

To be able to create a user with read only access to the software

I need to provide access to a client company's auditors and would prefer that they unable to make any entries or changes by mistake. I appreciate that most businesses using KashFlow may not be subject to audit but there are no doubt other situatio...

Guest about 6 years ago in IRIS KashFlow / Uncategorised 1 Acknowledged

1 VOTE

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 about 1 year ago in IRIS KashFlow / Purchases 0 New

1 VOTE

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

1 VOTE

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

6 VOTE

seperate settings for adding a logo to emails vs. printed invoices,

we print invoices on headed paper but want all emailed invoices to contain a logo. The system only allows for one preference for logo but both options for background image. This looks to be an oversight.

Guest over 7 years ago in IRIS KashFlow / Invoicing & Quotes 1 Acknowledged

1 VOTE

To be able to view past sent statements

i am unable to view statements tht have been sent. I can only view a notes saying its been sent and the time not the actual statement.

Anonymous about 1 year ago in IRIS KashFlow / Customers 0 New

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