My Ideas: Uncategorised

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2 VOTE

Draft Invoices feature

It would be a very useful feature if I could add an invoice and mark it as draft if it is not to be sent tot eh customer yet. This allows me to keep track of ongoing jobs and their value but without them showing on the system as live invoices.

Guest over 8 years ago in IRIS KashFlow / Uncategorised 0 Released

1 VOTE

Format of profit and loss and balance sheet

If possible could you take a look at the presentation report on the Profit and Loss and Balance Sheet? Because as I compare it with the format layout with QuickBooks for e.g., I felt that the layout is more suitable for 'layman' without the 'sage ...

Guest over 8 years ago in IRIS KashFlow / Uncategorised 0 Released

3 VOTE

Allow for a Nominal Code List report to be printed from Chart of Accounts

As there is currently not a way of getting a print out directly of the complete chart of account to include the four headings of Code, Name, Type, Area or even export then to say CSV to aid accounts dept in a small business in providing accurate n...

Guest over 8 years ago in IRIS KashFlow / Uncategorised 0 Released

5 VOTE

When using cash accounting users should be prevented from deleting transactions already on last vat return

I recently found an incorrect posting from the previous bookkeeper so I reallocated the payment against the correct invoice and deleted the incorrect invoice.This payment had been included in the previous vat return.My action of reallocating the p...

Guest over 8 years ago in IRIS KashFlow / Uncategorised 0 Released

4 VOTE

Bank Feed Status Page

Many other software providers offer a Bank Feed Status Page. This Page should be included as it would show if there are any issues with either Direct Bank Feeds or Yodlee Bank Feeds.

Guest over 8 years ago in IRIS KashFlow / Uncategorised 0 Released

3 VOTE

Amended sequence of matching invoices/purchases in bank feed

At the moment the bank feed feature tries to match imported entries to invoices/purchases before applying the user-defined matching rules. This leads to a lot of mis-matched entries that would have been applied correctly had the user-defined rules...

Guest over 8 years ago in IRIS KashFlow / Uncategorised 0 Released

5 VOTE

The ability to change the display order of bank accounts

No description provided

Guest over 8 years ago in IRIS KashFlow / Uncategorised 0 Released

4 VOTE

A different colour for overdue invoices in the Batch Payment Screen

In the Batch Payment screen, there is no way of telling which invoices are overdue as they are just listed by invoice date. All my suppliers have different payment terms so it would be useful to show the overdue ones in a different colour.

Guest over 8 years ago in IRIS KashFlow / Uncategorised 1 Released

5 VOTE

Improved invoice design options

All our customers pay by bank transfer, I therefore provide our account and sort code information on the invoice. This is currently within the footer section but it is only 8 point - far too small for such important detail. I can alter the font ty...

Guest over 8 years ago in IRIS KashFlow / Uncategorised 1 Released

3 VOTE

Label printing of multiple customer addresses to Dymo printer

I really need to be able to print address labels from within Kashflow so I can send magazines to many advertisers.In Sage it was very easy to do - select multiple customers, press "Labels"- job done!

Guest over 8 years ago in IRIS KashFlow / Uncategorised 1 Released