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LEAD TIME OPTION IN QUOTATIONS

We are currently using the quote valid for / duration as "LEAD TIME" however this is only editable from the setting page. We would love to be able to edit this for each quotation
Jack Kirby over 8 years ago in IRIS KashFlow / Invoicing & Quotes 1 Acknowledged

Display ALL unpaid invoices not just from last 90 days

Please default invoices list to ALL. The new layout on debtors filters on last 90 days so when looking at overdue debtors I am only seeing part of the list (we don't all work from the aged debtors list to chase customers). PLease default to last 3...
Christina Spencer almost 2 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

Function to sort Employees by surname

Most systems sort by surname and/or forename. More intuitive and also more useful for exporting data for analysis.
Guest about 6 years ago in KashFlow Payroll 0 Acknowledged

VAT detailed report to show what was actually submitted to HMRC for that particular VAT Return

It would be very useful if the VAT detailed Reports actually showed the figures that were submitted to HMRC for that particular VAT Return period. Since the last update it has become apparent that the total figures for the boxes on the VAT detail...
Melanie Vaughan about 6 years ago in IRIS KashFlow / Reports 1 Acknowledged

Improve the Payroll Crosstab Report information

I would like to suggest some improvements to the Crosstab report include the Employee number, at least in the Excel download file add additional columns for different types of deduction such as student loans, maternity pay etc. make all deducti...
Guest over 6 years ago in KashFlow Payroll 1

Insert missing months in bank recs

We noticed that a month was missing in 2014 as it had been deleted in error (not sure why). We had to delete all the years from 2019 back to 2014 and reconstitute the reconciliations despite all the remaining months being completed and reconciled....
Guest over 6 years ago in IRIS KashFlow / Bank 0 Planned

Make an option to mark a supplier or customer invoice in query/dispute

Everyone would benefit from this, as we are currently paying invoices that are actually in query, but there is no option to show this other than to delete the invoice.
Guest over 6 years ago in IRIS KashFlow Connect / Other 1 Acknowledged

Month by month Profit & Loss report (Separate columns)

We should be able to see how the business is doing on a monthly basis. At the moment, it is only possible to see P&L loss one month at a time or several months accumulated together. Would be good to see each month next to each other in separat...
Guest over 6 years ago in IRIS KashFlow / Reports 1 Acknowledged

Report Builder

To be able to extract fields from various areas such as invoices and purchases for example.
Guest almost 7 years ago in IRIS KashFlow / Invoicing & Quotes 3 Planned

Archiving facility of data over 7 years old

As far as I can tell we are not supposed to keep data for longer than is necessary to comply with GDPR but Kashflow does not offer any way to switch on archiving of data over 7 years old. Removing this old data would also improve performance and w...
Guest about 7 years ago in IRIS KashFlow / Customers 0 Acknowledged