What's new

We've added some further enhancements to the Banking screens:

• Performance improvements.

• Faster importing.

• Ability to save draft when importing transactions.

• Tooltip added to failed transactions to explain why it's failed.

• Ability to reorder bank tiles.

• Link to Yapily service status.

Turn on the new design to see the changes.

Introducing the redesigned Journals. Improved functionality including streamlined journal entry process and separate template creation.

Turn on the new design to see the changes.

Introducing the improved mileage tracker. Easily manage costs with new features that allow you to track mileage across multiple individuals and claim costs for additional passengers.

Turn on the new design to see the changes.

Introducing the redesigned Banking screens. Improved account management with enhanced bank feed controls and transaction matching.

Turn on the new design to see the changes.

We've improved our Quick Capture feature with improved line item management and better dropdown menu behaviour. We've also made the tablet view better and added support for dynamic names.

We have updated the customer facing pay online screens in line with our new design for Stripe, Square, GoCardless, Worldpay, Global Payments and Paypal Pro.

We've improved our Quick Capture feature. Now, it can break down multi-line invoices into separate entries and give you the total.

Turn on the new design to see the changes.

Introducing the redesigned Purchase invoice screens. Streamline your purchase management with enhanced search and filter options, and speedy bulk operations for tasks including printing, emailing, deletion and project assignment. Plus, stay top of your invoices with our new Purchase invoice timeline feature.

Turn on the new design to see the changes.

Introducing quick capture for expenses, purchase invoices and sales invoices. Quickly complete your documents from a picture.

Turn on the new design to see the changes.

Purchase order screens have been redesigned inline with our new design. We have also added functionality to add a delivery address to purchase orders, archive sales invoices and import customer details from companies house.

Turn on the new design to see the changes.

IRIS Pay enhancements

• Direct Debit Support: In addition to Card Payments and Bank Transfers, we're introducing Direct Debit, ideal for managing recurring payments like bills, subscriptions, and memberships.

• Google Pay for Invoice Payments: Alongside Apple Pay, you can now make invoice payments with Google Pay.

• Real-time Payment Portal: Access a dedicated in-product real-time Payment Portal to view detailed IRIS Pay transaction information, your account balance, Direct Debit Mandates, and more.

Further work redesigning Suppliers screens including the ability to import supplier details directly from Companies House. We have also introduced the ability to set a default VAT rate per supplier. This overrules any VAT rates applied to individual purchase and product codes. You'll need to turn on the new design to see the changes.

Further work redesigning Sales invoice screens. We have also introduced customer credit control and the sale invoice timeline, help you keep track of the journey from created, sent, viewed and paid. You'll need to turn on the new designto see the changes.

One Stop Shop (OSS) is a simplified way for suppliers to account for VAT due on sales to consumers (i.e. non-VAT registered customers) across the EU.

Sales invoice screens have been redesigned inline with our new design. You'll need to turn on the new design to see the changes.

Sales quotes screens have been redesigned inline with our new design.

We have introduced new VAT threshold notifications for both IRIS KashFlow and IRIS KashFlow Connect to help keep you VAT compliant. Now, when you approach, meet or exceed the VAT registration threshold a notification will display, giving you enough time to take the appropriate action.

Example of the VAT threshold dashboard notification in IRIS KashFlow

Example of the client VAT notification in IRIS KashFlow Connect

Example of the VAT Threshold tab from the VAT Dashboard in IRIS KashFlow Connect

Customers screens have been redesigned inline with our new design. We've introduced new functionality to allow you to set a schedule to automatically issue customer statements. We've also introduced a new Business overview dashboard widget allowing you to check your business health with a glance against several key metrics. You'll need to turn on the new design to see the changes.

Check out schedule statements or take a look at the new widget.

VAT has been given a makeover! It's now much easier to manage your VAT settings and run and submit your VAT return. Each screen has been redesigned inline with our new design. You can now easily submit your VAT return using the Making Tax Digital (MTD) service. You'll need to turn on the new design to see the changes.

Find out more

IRIS Pay is here! IRIS Pay is our payment processing service which integrates seamlessly with IRIS KashFlow, making it quick and easy to collect payments from your customers.

Find out more

We've increased the space available on our new dashboard. Meet our new collapsible notifications.

We've been working on making your experience better, including new screen layouts, branding, and a fresher look.

So here's what's changed:

• You'll notice our new look when you login. We've changed the forgot password and memorable word screens too.

• We've moved the menu to the top, whilst decreasing its presence on your screen. Intuitive, yet familiar.

• We've redesigned the dashboard with a fresher look.

• You can turn on the new design to take a look. We'll be applying this new look to other areas of IRIS KashFlow in the future.

• This new help centre is also included in this release enabling you to search for answers, browse topics, and get the information you need to get your job done.