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My Ideas: IRIS KashFlow

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Additional line/s for address details

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Guest almost 8 years ago in IRIS KashFlow / Suppliers 0 Will not implement

Aggregate the 'Notes' into a single view on the Overview page to show recent activity

If other customers do as we do and include details of correspondence with clients in the ‘Notes’ section attached to each invoice, it would be useful to be able to see an aggregated view of all ‘Notes’ in reverse chronological order on the Overvie...
Guest almost 8 years ago in IRIS KashFlow / Customers 0 Will not implement

Please Add Danske Bank: www.danskebank.co.uk to your list of linked banks.

It means manually downloading data from bank.
Guest about 8 years ago in IRIS KashFlow / Bank 2 Will not implement

I woul'd like to be able to create a database of purchase order numbers appearing on invoices raised per customer.

To be able to keep a check on whether or not purchase orders have actually been actioned and or converted to relevant invoices.
Guest about 8 years ago in IRIS KashFlow / Reports 1 Will not implement

Processing supplier invoices that contain vat and nob vat lines

How do I process an invoice which includes a mixture of 0% and 20% VAT rates without entering every line item. I just want to enter total net and vat values
Guest about 8 years ago in IRIS KashFlow / Purchases 1 Will not implement

Send invoice out before Invoice date

Our customer's payments are due on the invoice date. However we need to be able to send out the invoice beforehand. Kashflow uses the created date as the invoice date. But we would like the created date to be just the date the email/invoice is ge...
Naheed Rehman about 8 years ago in IRIS KashFlow / Invoicing & Quotes 2 Will not implement

Ability to scroll through all invoices for one customer

Instead of having to click on each individual invoice for a certain customer in order to be able to see the details you should be able to open one invoice and then scroll backwards or forwards through each of their invoices. Currently if you do th...
Guest about 8 years ago in IRIS KashFlow / Customers 0 Will not implement

ease of checking paid invoices - -1 screen view

Currently if I am checking a bunch of invoices to see if they are paid. You have to search the invoice number -- then the invoice appears with the customer name to the right but you have to click into it again to see if it's paid or unpaid. I k...
Guest about 8 years ago in IRIS KashFlow / Invoicing & Quotes 2 Will not implement

Contra customer and supplier ledger

Need a simple method to be able to contra between the supplier and customer ledgers without having to set up a dummy bank account. It is needed because it is very easy for clients to forget to change the date when creating the contra payment meani...
Jason Everitt about 8 years ago in IRIS KashFlow / Customers 1 Will not implement

Balk order & Call offs features

Was wondering if improvement can be made on both SALES and PURCHASE ORDERS (or QUOTATION) to eventually have possibility to: . Balk order & Call offs this tool to allow me manage bulk orders (my buyers contract for fruit puree and nectars ...
Guest about 8 years ago in IRIS KashFlow / Invoicing & Quotes 0 Will not implement