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IRIS KashFlow

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Live Data widget not showing year on year information

The new Live Data widget should show year-on-year information (or month-on-month) NOT last year's total to this year to date. The business will always be down compared to the whole of last year when we are only a few months into this year, so that...
Sam Osborne over 2 years ago in IRIS KashFlow / Dashboard 0 Acknowledged

Option to remove Live Data Widget

I'm sure this new widget works for some businesses but for me it's just an annoying cluttering of badly presented information that has no real use. An option to remove it (or at least move somewhere else on the dashboard) would be brilliant.
Sam Osborne over 2 years ago in IRIS KashFlow / Dashboard 0 Acknowledged

Fixed Asset register should be down-loadable in CSV format

Could easily compare totals to GL account.
Guest almost 7 years ago in IRIS KashFlow / Customers 0 Acknowledged

change the sort order of products in the drop-down

It would be really useful when creating an invoice if the order of the products could be changed to make scrolling down the list for them easier. I know you can use the search box but it would be very helpful for them to be in sorted alphanumerica...
Guest over 4 years ago in IRIS KashFlow / Invoicing & Quotes 1 New

VAT Calculations on multiples

When adding products to an invoice, the VAT is calculated on the net price * quantity which can lead to rounding issues. For example, I sell one particular item for £17 including VAT - so this is stored as £14.17 plus VAT at 20%If I set the quanti...
Rich Mellor over 2 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

NEW DASHBOARD Create New Customer (from US)

In the past when I create a new customer (and select to create an invoice once customer is created), I could enter their name and address, then go to the options page to add VAT number / whether they are inside / outside the EU etc and click Updat...
Rich Mellor over 2 years ago in IRIS KashFlow / Customers 0 Acknowledged

Customer Codes - import from paypal

When I import from Paypal, new customers are created using codes such as José21 - but if I update their address, I am told the customer code is invalid. I then have to guess what number to put after Jose as there is no easy way of finding the next...
Rich Mellor over 2 years ago in IRIS KashFlow / Customers 0 New

Fix Canvass - Stop the Spam

Canvass is now impossible due to the amount of spam - no wonder none of the ideas / comments are now being implemented or worked on. Surely it would make sense to only allow registered Kashflow customers the ability to post ideas... Anyone else ha...
Rich Mellor over 2 years ago in IRIS KashFlow / Uncategorised 0 Acknowledged

Scan invoices

Scan an invoice into the system like Dect but making it affordable for smaller businesses would be a massive time saver.
Guest over 2 years ago in IRIS KashFlow / Purchases 0 New

When importing a journal from csv file the ability to add a project number

As you are already able to input a project number when inputting a journal manually it makes sense to able to also do this when importing a journal from a CSV file. Currently you have to import the journal and then manually edit each line to alloc...
Guest over 4 years ago in IRIS KashFlow / Projects 0 New