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IRIS KashFlow

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Restricted users

It would be good to have in “additional users” a view only permission so employees can only view and not either raise sales, purchases or edit, thus eliminate the possibility of staff deleting/editing transactions.
Guest almost 5 years ago in IRIS KashFlow 0 New

Security question before leaving the matched bank feed

Would be great if a pop up question like "Are you sure you want to live this page?" would come up on the bank feed matching tab, as it's very easy to leave the page without saving your work on the bank feed tab. I clicked on supplier or searched i...
Guest almost 5 years ago in IRIS KashFlow / Bank 0 New

Different primary email addresses for invoicing/statements

Within the customer area it would be useful to be able to record an email address for invoicing and a separate email address for sending statements which automatically inserts into the email template. Currently, i can only record one primary email...
Rachel Walker about 5 years ago in IRIS KashFlow / Customers 0 New

Add ability to enable or disable automatic credit control on repeat invoices

I use repeat invoices a lot, many which are collected by direct debit. As such, I would like the ability to disable automatic credit control for these invoices so these clients are not irritated by the automatic credit control emails which are sen...
Russell Chesler about 5 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

Create a link to send to customer to set up DD mandate

For some clients, they respond better to SMS or messages via WhatsApp and FB Messenger, so being able to send a link to them in order for for them to set up a DD mandate would be quicker for them and service providers.
Guest about 5 years ago in IRIS KashFlow / Payments 0 New

Mileage

With my job I sometimes have to do multi drop deliveries from start point. On the the mileage page, it only gives you the option of a start and end point. Can you not customise it so I can put more stops on there?
Guest about 5 years ago in IRIS KashFlow / Other 0 New

Could we have a read receipt on emails sent?

Let's us know if client has received/read the email. Helpful when emails are going to a clients Junk email and they just delete their junk without reading it.
Guest about 5 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

Accidentally deleted invoices to be retrievable.

Please make accidentally deleted invoices retrievable. Storage capacity as reason for not implementing this option should not be a problem because invoices are not meant to be deleted, hence, not a reality in practice. HMRC does not allow for invo...
Guest about 5 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

Change product code default globally

The current system allows you to change the default code/product which will then set each subsequent new customer with that default...you can change the default code on a per customer- one by one basis but not globally. I would like to be able to ...
Guest about 5 years ago in IRIS KashFlow / Customers 0 New

Import Customers - First Name & SUrname Fields

When you export customer details from KF, first name and surname fields are included. When you try to import the data back to KF, there are no field to allow this!
Guest about 5 years ago in IRIS KashFlow / Customers 0 New