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SUBMIT IDEA

My Ideas: IRIS KashFlow

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Multiple Invoice Templates - Different template for different customers

Possibility of multiple invoice templates to be used at the same time so you can choose which one to use when creating invoices. I mean to choose when you click on New Invoice and not via Settings which would change the template for all future inv...
Guest over 8 years ago in IRIS KashFlow / Uncategorised 1 Acknowledged

Automated defaulting to correct purchase code for a supplier when creating a purchase when matching bank transactions

At the moment when I am matching bank transactions, and creating a new purchase, it does not automatically default to the correct purchase code and VAT rate which I have already created for each supplier. I have already assigned each supplier with...
Guest over 8 years ago in IRIS KashFlow / Uncategorised 1 Acknowledged

The ability to export the quote listing to a CSV file, or the ability to run a 'Job board' within Kashflow

To be able to export the quotes list to a CSV file at any time to create a 'job board' for recording progress or alternatively more reports and options on the quotes screen to do this.
Guest over 8 years ago in IRIS KashFlow / Uncategorised 1 Acknowledged

Alternative VAT periods

Small businesses in Ireland have 2 monthly or 4 monthly Vat periods rather than yearly or quarterly. It would be great if these could be supported directly in the software (versus using customised reports).
Guest over 8 years ago in IRIS KashFlow / Uncategorised 0 Acknowledged

Additional Custom Fields on Invoices, Receipts, Etc

Adding additional boxes onto invoices etc so you can have a purchase order number as well as job numbers etc
Guest over 8 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

Post code search

Post code search with drop down of all addresses linked to that postcode instead of entering each line manually when adding a new customer. Would make it a lot easier
Guest over 8 years ago in IRIS KashFlow / Uncategorised 3 Acknowledged

Faster Sales Invoices

Enable a button on the invoices so that you can easily create a new sales invoice. A "Save and New" would be handy so that once the sales invoice was created you can hit the button and create a new invoice instead of having to go through the custo...
Guest over 8 years ago in IRIS KashFlow / Uncategorised 1 Acknowledged

Google Calendar

It would be really useful to have a date and time field in ‘quotes’ to automatically link to Google calendar thus avoiding double work entering
Guest over 8 years ago in IRIS KashFlow / Uncategorised 1 Acknowledged

REMINDER LETTER

I would suggest having an option to send Reminder Letters to several invoices from a single client at a time, instead of having to send individually and manually invoice by invoice for each client!
Guest over 8 years ago in IRIS KashFlow / Uncategorised 1 Acknowledged

More quote list features

Please increase the features in the quote listing page (as illustrated)) - th equotes area is a huge step twoards integrating sales with finance and it's one of the most valuable time-savers for sales. It would be so helpful to have: Drop-down fil...
Guest over 8 years ago in IRIS KashFlow / Uncategorised 0 Acknowledged