IRIS KashFlow

if Purchase invoice isn't allocated to projects in error this can affect costings for projects, a report that can be ran monthly would eliminate any errors. Maybe add Project column to purchases as don't need to print report, a visual check would ...

Moving the notes field on customer accounts from the bottom of the page to the top under transactions. We would find it useful as notes on individual client accounts are always being missed due to them not being very visible.

we do not always raise a quote as we have price list but do need to raise a proforma invoice before going ahead with the order

My team seem to regularly run into issues logging in due to the "memorable word" security layer. This should be able to be freely disabled by the customer if it does not suit their needs.

To add the option of sending email templates with more substitute texts. In our case the ability to have a month automatically filled, such as "Please find attached invoice for the month of [MONTH] "

Currently Gocardless net fees is noted as bank charges and the VAT element is reclaimed. This should not be the case when the business is non VAT registered.

Emails I was sending out via Kashflow own smtp service were either being rejected or classified as spam as they were originating from a different source to my registered domain. To get around this i use a third party smtp service authorised to my ...

We frequently for VAT purposes (customers on a self-billing agreement for example) have to change the Invoice date once a customer has paid. This has a severe impact on our P&L reports and we can never rely on their accuracy. I think it would ...

As presently with paid Sales invoices.

Would it be possible to add the option to delete multiple note's (i.e statements sent) as I would like to remove older ones? as once paid, I no longer need to keep them going back to 2018 or older and deleting one at a time take too long, I would ...