My Ideas

Showing 172

Auto screen refresh when an invoice has been emailed.

When you view an invoice the Notes (1) at the bottom of the screen shows that it has been emailed but when you first email the invoice it is not automatically updated only when you go backinto the screen. Could you do an automatic screen refresh i...

Guest over 8 years ago in IRIS KashFlow / Uncategorised 1 Already exists

1 VOTE

Option to view only unpaid invoices

I would like an option to view only unpaid invoices, in the order of my choice, whether alphabetical, oldest first, etc. At present all invoices are in view and do not appear to be archived after being marked as paid?

Guest over 8 years ago in IRIS KashFlow / Invoicing & Quotes 2 Already exists

4 VOTE

Software remembers frequently used settings

I always want to view unpaid invoices and all of them. But every time I go to the page I have to change the settings as it shows 10 and all invoices as default. If I'm going in and out of the page all day it is a pain. I know that on some pages it...

Guest over 8 years ago in IRIS KashFlow / Other 2 Already exists

1 VOTE

Support for charities to make Gift Aid submissions to HMRC from Kashflow

Ability to easily identify all donations that qualify for Gift Aid, administer associated Gift Aid declarations, and then produce HMRC compliant submissions. As Bank data is imported, applicable transactions are marked for Gift Aid processing.

Guest over 8 years ago in IRIS KashFlow / Uncategorised 0 Already exists

1 VOTE

Password-protected Payslips

Employee Self Service could be made even more secure if the employees have to enter a password to open their payslips.

Guest over 8 years ago in KashFlow Payroll 0 Already exists

1 VOTE

Reminders of overdue invoices until they are paid

Hello I think it would be really helpful to have reminders of overdue invoices more than once. Ideally until the outstanding invoices have been paid.

Guest over 8 years ago in IRIS KashFlow / Customers 0 Already exists

1 VOTE

reconcile Paypal auto-match

Our paypal account has thousands of transactions per month. Reconciling these accounts takes hours of work.Our suggestion is an auto-match system that can search paypal transactions through its API, and find "best match" transactions for un-reconc...

Guest over 8 years ago in IRIS KashFlow / Uncategorised 0 Already exists

2 VOTE

Customer first line of address on customer list

When clicking on the customers icon which displays the list of customers is there any way of also displaying here the first line of their address to easily be able to identify customers with the same surname.

Guest over 8 years ago in IRIS KashFlow / Customers 2 Already exists

1 VOTE

a feature to enable reports to show results by bestselling sales codes

I sometimes need to see which are my bestselling items by sales code. At the moment I have to run an income report and then search through to find the ones with the highest income. It would be a really useful feature if I could run report which or...

Guest over 8 years ago in IRIS KashFlow / Uncategorised 0 Already exists

1 VOTE

an option to remove invoices

At the moment my list of invoices is huge and I feel when they have been paid they should be moved to a separate file so I don't have to scroll through to get to an un paid invoice

Guest over 8 years ago in IRIS KashFlow / Uncategorised 0 Already exists

Please enter your email address

FILTER BY CATEGORY