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Traffic light system for customers and their payment behaviour

Green for customers that regularly pay on time. Amber for occasional late payers. Red for prolific late payers. This would help a lot with identifying customers who we need to chase for payment or move to proforma.
Guest 9 months ago in IRIS KashFlow / Payments 0 New

Restore Journal Templates to the original interface.

I note now that you can no longer use Journal Templates unless you change to the old design. Journal templates are critical to us and our clients, and we accountants mostly despise the "new" design. This is like they are blackmailing us to change ...
Stephen Barker 5 months ago in IRIS KashFlow / Other 0 New

Secure Payroll Account data with multi factor authentication at login

Recommend security of account access should be increased using multi factor authentication (MFA), as per other Iris products. Also, MFA is a requirement for cloud services for companies applying for Cyber Essentials certification.
Guest almost 2 years ago in KashFlow Payroll 3 New

Add a Date Paid Column to the summary page

No description provided
Guest 5 months ago in IRIS KashFlow / Customers 1 New

Save & Send Invoices

When I create an invoice I want a one-click button for Save & Send to save time and clicks.
Guest 9 months ago in IRIS KashFlow / Invoicing & Quotes 0 New

Intergate Kashflow with Courier Exchange

Courier Exchange is the UK largest online courier load software. It Integrates with Xero, Sage and Quckbooks. It would be good if it could also integrate with Kashflow.
Clive Churchward 5 months ago in IRIS KashFlow / Other 0 New

Deselect Online payment element for printed invoices

I use Irispay as a default for emailing invoice templates, however occasionally have to print invoices, so the Online payment 'Button' is redundant and confusing. It would be useful to be able to deselect this entirely on those instances
Steve Bower 5 months ago in IRIS KashFlow / Invoicing & Quotes 0 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 over 1 year 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 over 1 year ago in IRIS KashFlow / Customers 2 New

Ability to print off historical (say for a particular tax year) payslips for a particular employees without havibg to run each month seperately

I was recently asked by a pension provider to provide copy payslips for 3 employees in order to cross=check the contributions deducted from their payroll and found the process laborious.
Guest 11 months ago in KashFlow Payroll 0 New