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Allow direct posting to customer from bank feed

My issue relates to bank feed transactions that need to be allocated to a customer account WITHOUT creating a sales invoice. A lot of my clients pay me by standing order so they get posted to their account as received as “advance payments on accou...
Paul Connon 5 months ago in IRIS KashFlow / Bank 0 New

Reduce width of Invoice so that it fits screen without scrolling or reducing font size

In old Kashflow once you had selected Sales and Product Codes they were no longer displayed on the invoice - now they take up too much space and you have to scroll to see the whole line to include the total price. We can't reduce the screen size a...
Guest 9 months ago in IRIS KashFlow / Invoicing & Quotes 1 New

the new design is slow, and full of bugs

Hi there, the new design, even if prettier, does not work like the old system. it is full of bugs that need corrected. you need 30% more time, you need to click far more time to chose options. You need to keep on scrolling down to add items as the...
Guest over 1 year ago in IRIS KashFlow / Invoicing & Quotes 1 New

Make Customer selection easier

In the Customer Section, arranged alphabetically, it would help if the 'Page 1/2/3' etc'. function for searching out other customers beginning with the same letter, was also at the top of the page as well as the bottom of the page. If we have a l...
Guest 5 months ago in IRIS KashFlow / Customers 0 New

MFA

Add Multifactor authentication
Guest over 1 year ago in IRIS KashFlow / Uncategorised 1 New

Iris Pay

payments from Iris Pay should not take 3-5 days to get to me. I can accept payments over my website, which are handled by PayPal and I can get those in my account the same day
Guest 10 months ago in IRIS KashFlow / Bank 1 New

Create P11D reports alongside existing P60 and P45 reports. URGENT NEED FOR HMRC COMPLIANCE & EMPLOYEE REPORTS.

Create P11D benefit in kind reports alongside existing P60 and P45 reports. URGENT NEED FOR HMRC COMPLIANCE & EMPLOYEE REPORTS. Without this Kashflow Payroll is not fit for purpose as a payroll solution.
Dan Pascall over 1 year ago in KashFlow Payroll 0 New

Square sync customer transaction separately from the daily grouped account

It would be nice to have a feature where customer transaction gets synced separately from the grouped account kashflow creates from square because if a customer makes payment and then ask for a VAT invoice, square doesn't provide this and kashflow...
Guest 5 months ago in IRIS KashFlow / Invoicing & Quotes 0 New

Make it easier to change sequential customer invoice numbers

It would make more sense for Kashflow to use the most recently created sales invoice number as the basis of the next invoice number in the sequence (irrespective of the largest invoice number already used in the past). It could be that users want ...
Martin Greig 5 months ago in IRIS KashFlow / Invoicing & Quotes 0 New

Combined Line Total on Printouts

Currently on printouts each line item only shows the Net Value, Total for Net Value if Qty is more than 1, and VAT. It Would be great to see for each line item Net Value. VAT Value and Total Value.
Jonathan Barnett 5 months ago in IRIS KashFlow / Invoicing & Quotes 0 New