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Adding MFA to the portal

Our insurance provider is asking we should have this in place due to Kashflow being a internet portal and the risk to businesses being hacked.
Guest 9 months ago in IRIS KashFlow 0 New

2nd email address in My Profile

So 2 people will be notified when a customer's invoice is overdue and when an IrisPay payment is made.
Guest 12 months ago in IRIS KashFlow / Other 0 New

Somebody needs to view this new design from an ergonomic point of view

The layout of the screen if flipping HUGE.... While I do wear glasses, I don't need everything to be so big... PLEASE, PLEASE, PLEASE provide a way for us to change the size of the fonts - the theme if you like - without having to resort to changi...
Gary Newbrook about 1 year ago in IRIS KashFlow 1 New

HSBC Kinetic

Need HSBC kinetic as an option for banking as it is different to HSBC business.
Guest about 1 year ago in IRIS KashFlow / Bank 1 New

Stop the automated emails for repeat invoices

Please consider stopping the automated emails every month notifying me of the repeat invoices. They are the same every month (because they are repeat invoices!) so I do not need to be notified. This will avoid customers receiving unnecessary email...
Guest over 1 year ago in IRIS KashFlow / Customers 0 New

Just conducted Cyber Essentials Plus accreditation process - Kashflow not compliant - no 2FA

Just conducted Cyber Essentials Plus accreditation process - Kashflow not compliant - no 2FA
Guest over 1 year ago in IRIS KashFlow / Uncategorised 2 New

VAT return in new design

You can't access the VAT returns from the dashboard in the new design. If you go to taxes it only shows self-assessment so you have to click into reports or a page in the old format to get the old taxes tab back. The new design is not working and ...
Abbie Wells about 2 years ago in IRIS KashFlow / Dashboard 0 New

Default Time Period for transactions on the customer screen

There should be a way to change the default “Time Period” on the Transactions screen of the Customer Details page - or at least default it to something more sensible. I regularly go in there to find the last invoice we sent to a customer. But beca...
Rob Wheatley about 2 years ago in IRIS KashFlow / Customers 2 New

Please revisit the new screen design

Attached are 2 screenshots showing an invoice being edited in the original interface and the same invoice in the new design. The original is very usable design with appropriate spacing for numerical values and description In the new style screen -...
Christina Spencer over 2 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

Have YTD figures on the dashboard comparing to last year YTD

On the dashboard, you can look at sales and costs YTD/ Month/ Accounting Period but this compares figures to last year for the WHOLE year. It is not a YTD comparison as it states. What I want to see on the dashboard is the current accounting perio...
Guest over 2 years ago in IRIS KashFlow / Dashboard 0 New