Skip to Main Content
SUBMIT IDEA

IRIS KashFlow

Showing 2941

The currency exchange rate is set in Kashflow to 3 decimal places.

The currency exchange rate is set in Kashflow to 3 decimal places whereas in receipt bank they use 11 decimal places which causes an imbalance of money when the transferred. This is a more accurate exchange rate.
Guest over 6 years ago in IRIS KashFlow / Bank 0 Acknowledged

Bank Search Transactions

Be Great if you could search bank transactions by lets say company name or amount
Paul Cane over 6 years ago in IRIS KashFlow / Bank 0 Acknowledged

Allow Date Substitutions to work on Order Ref field

When using repeat invoices, the ability to use date substitutions in the Order Ref field is something I would have expected to be able to do, given that Order Ref numbers usually need to be unique, but it currently does not work. As an example, we...
Colin Smith about 2 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

Allow all users to choose to use Google login

More secure than manual login as can be secured by encryption key
Guest about 2 years ago in IRIS KashFlow / Uncategorised 0 New

Add a meaningful information on Worldpay References Pay by Card link

To give us our Worldpay account reference twice and the date is no help. The invoice number and/or account reference would be really useful.
Guest about 2 years ago in IRIS KashFlow / Payments 0 New

Add Description defaults to the comment's dropdown menu in Banking

As you can see from the screen grab, some of my comments entered are preloaded when I click on the comment tab. It's really useful as I pay for parking most days and so select from the dropdown without having to keep retyping. If there was a way t...
Guest about 2 years ago in IRIS KashFlow / Bank 0 New

Enable more than 1 email address to be used when emailing out invoices/statements etc

Currnently an invoice emailed will only go from the email address used in the setup of the account, however if the book keeper or other wanted to email so that the 'account' holder was not responsible for receiving incoming mail or queries, you wo...
Guest over 6 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

To have the option to customise the information downloaded on CSV file

An option to customise the downloaded CSV file as what comes over is not what we need and its so time consuming deleting and adding information so the report is what our Directors are looking for.
Guest over 4 years ago in IRIS KashFlow / Reports 0 New

Adding products to quote & invoices

To add products it would be very helpful to have an overview of our products when 'Add line item' button is clicked and to be able to scroll down them to select the product the customer has ordered.
Kevin O'Neill over 6 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

Products & Services

Products and Services are what business is about. These should be viewable at the touch of a button. A button should be available on the LHS 'Products & Services' to view and edit. As a new user learning the system it takes at least three butt...
Guest over 6 years ago in IRIS KashFlow / Uncategorised 0 Acknowledged