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KashFlow Ideas

Your ideas allow us to crowdsource feedback, gain customer insight and prioritise our roadmaps.

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IRIS KashFlow

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Read Only Access to Specific Users

would be great if the main KF user can give READ ONLY access to a specific user.
Guest over 7 years ago in IRIS KashFlow / Other 0 Acknowledged

Web site and co registration number

It would be really helpful if you could add the website and company registration number on the invoice (similar to where the vat number and phone number are).
Guest over 5 years ago in IRIS KashFlow / Other 1 Acknowledged

Statements

to have a column with 'Outstanding Balance' when a client part pays an invoice
Annie over 5 years ago in IRIS KashFlow 2 Acknowledged

Separate email address for statements

Most of our customers request invoices to be sent to one email address and statements to be sent to a different email address. Currently there is no option to select a different email address in kashflow (only one set for invoicing). It would be r...
Rachel Walker almost 2 years ago in IRIS KashFlow / Customers 0 New

Allocate multiple payments against multiple invoices

For one customer or supplier we need to Allocate multiple payments against multiple invoices that balance to nil. The amounts do not match individually but do in total
Guest almost 6 years ago in IRIS KashFlow / Purchases 1 Acknowledged

Sent emails not stored in Mailbox "Sent Items" folder since switching to OAuth

Since switching to use OAuth authentication for sending email via Microsoft 365, the emails KashFlow is now sending via OAuth do not appear in the Sent-Items folder of our mailbox like they used to with SMTP. They are dropped into the Inbox, which...
Richard almost 2 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

Comment box on bank feed

When creating a bank transaction in the bank feed, there is currently only the option to select the nominal code and VAT rate. There is no option to enter a comment/ narrative to the transaction. It is a pain, as once you have imported the transac...
Guest almost 6 years ago in IRIS KashFlow / Bank 0 Acknowledged

Change the big red "paid" on the invoice to "payment received, thank you"

It's friendlier and polite!
Guest over 7 years ago in IRIS KashFlow / Payments 0 Acknowledged

Show VAT Submitted to HMRC but not marked as Paid on Dashboard

say I submit £10k to HMRC, the dashboard only shows and I believe calculates in the current quarter. It would be great if the dashboard also took in to account VAT submitted to HMRC but not yet marked as paid
Rob Pearmain almost 4 years ago in IRIS KashFlow / Dashboard 0 New

Add Mobile number and website headings to the Sales Invoice Template

The standard sales invoices templates only have tick boxes for Telephone and Email (Clean and Classic). Most invoices nowadays will also have Mobile number and Website details, but your templates only have ticks for Telephone and Email. Just about...
G B almost 6 years ago in IRIS KashFlow / Invoicing & Quotes 1 Acknowledged