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SUBMIT IDEA

IRIS KashFlow

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Bring Sagepay support back

We use Sagepay with one of our Kashflow accounts. We are now setting up a new Kashflow account and want to use our Sagepay account to take credit cards. But we are told it is no longer available. This is a negative step - and one we dont like
Guest about 7 years ago in IRIS KashFlow / Payments 1 Acknowledged

Report that shows pending deliveries with a column that includes the purchase order number .

This would be helpful as when we run the stock overview report we can see that we have a lot of items pending delivery that we know we've had in, they've just mistakenly not been received in as it was a line that we didn't previously need to keep ...
Andrea over 5 years ago in IRIS KashFlow / Reports 0 Acknowledged

refund on purchase

It would be helpful if there was a refund button on purchases that creates a credit note related to that particular purchase. This is because if you have an item on a trade account you have to enter the invoice info into Kash-flow so it matches fo...
Guest about 7 years ago in IRIS KashFlow / Purchases 0 Will not implement

Removing sales graphs when in sales only access

Would it be possible to remove the dashboard and reports section from the left hand side when the module is in sales section only? Not sure how everyone else feels but when we have the sales only module so that our employees doing sales can't see ...
Guest over 3 years ago in IRIS KashFlow / Reports 1 Already exists

Customer telephone and email details on quotes and invoices

To increase productivity
Guest about 7 years ago in IRIS KashFlow / Invoicing & Quotes 2 Already exists

Don't auto-import transactions when opening the import page

Currently, when you first enter the import transactions page (bank import), it automatically populates the from date according to the last dates it retrieved (irrespective of whether you completely imported the earlier transactions or not) and the...
Colin Smith about 7 years ago in IRIS KashFlow / Bank 2 Acknowledged

Include clear indication on whether or not figures include VAT or not

Ideally, anywhere where a value is specified, I'd like to suggest a clear "(inc. VAT)" or "(ex. VAT)" label is shown because it's sometimes unclear and causes confusion between users. So for example, at the bottom of the "Invoices" and "Repeat P...
Guest over 5 years ago in IRIS KashFlow 0 Acknowledged

Display invoice and delivery address on packing notes and invoices

It would be helpful to our warehouse team if they can see who the invoice customer is as well as the delivery address
Guest about 7 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

Create a section on Canvass specifically for bug reports - with higher priority than 'ideas'

We all know bugs exist, but posting them as 'an idea' on canvass, then waiting a month for them to even get looked at is appalling customer service. If I report them through the Help system, I get passed through various people each wanting access ...
Rich Mellor about 7 years ago in IRIS KashFlow / Uncategorised 1 Will not implement

Changing/Copy Customisation in New Themes

When adding a new theme and selecting a template, the new theme created doesn't have the same options as the template. For example in the “basics” tab, the title position and font size is missing. It appears in the newly created theme, the title i...
Guest almost 2 years ago in IRIS KashFlow / Invoicing & Quotes 0 New