Submit Idea
SUBMIT IDEA

My Ideas

Showing 3288 of 3288

One invoice for deposit and balance payments

I'd like to be able to issue one invoice to customers showing that a deposit is due on one date and that the balance is due on another. I'm trying to work out a more efficient way to invoice for deposits and balance payments as currently I send a ...
Guest over 2 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

Authorise Purchases for Payment

The use of an authorised for payment check box would be useful so that invoices that had not yet been passed for payment could be logged but paid in error
Michelle Pierce almost 5 years ago in IRIS KashFlow / Purchases 0 New

GoCardless - Scheduled Invoice collection date

It would be helpful if we could set when the direct debit be collected when creating a scheduled invoice to be collected by go cardless. At the moment, it initiates a collection straight away. It would be handy if it waited a few days before creat...
Guest almost 5 years ago in IRIS KashFlow / Invoicing & Quotes 1 New

Enable statements to be printed out I. The currency they were invoiced in , in my case euro’s

I send invoices to one of my customers in euros. They require monthly statements detailing all invoices and payments. These need to be in the currency I invoiced them in , which in my case is euro’s. I cannot do this in your software so I will now...
Guest over 2 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

Journal fliter improvements (Future, This Month)

In the Journal list page when last month is selected only get last months journals list. If select this month get this month and all future journals (for accruals and prepayments). Expected to just see this months. Would also be good to have a fut...
Nic Atkin almost 5 years ago in IRIS KashFlow / Other 0 New

Being able to use more characters and letters in the customer invoice box and the same invoice number

When we enter our credit notes this would be for example C195611111111. The box does not allow enough characters and needs to include letters as some of our clients use letters in their invoice numbers. We also are finding clients are using the sa...
Guest almost 5 years ago in IRIS KashFlow Connect 0 New

Display options

We can add new fields into customer and supplier fields but these do not appear on the customer/supplier transaction summary page. It would be useful to at least be able to nominate one field to appear on that page. A couple of examples: In...
Guest almost 5 years ago in IRIS KashFlow Connect / Settings 0 New

Amend customer details via CSV (or API)

Problem It is not possible to amend an existing Customer records via CSV. Managing the accuracy of data is required by law, amending manually in KashFlow is slow and inefficient. I have systems that check the company name, the registered addres...
David Evans almost 5 years ago in IRIS KashFlow / Customers 0 New

Add OUTSTANDING BALANCE as a text substitution option so that it can be included In statement emails

Customers seem to respond well to being told exactly how much is overdue on their account. It would make sending out statement emails much easier if the total outstanding amount could be included in the body of the email via text substitution.
Janet almost 5 years ago in IRIS KashFlow 0 New

Include the date fields on the Global Project Report

The global project report needs the two date fields to be included as it would be very useful when export this so that it can be manipulated in excel and things like gantt charts etc can be used.
Guest over 7 years ago in IRIS KashFlow / Projects 0 Acknowledged