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My Ideas: IRIS KashFlow

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A Report and Template for Micro Entities

I propose a report and template for Micro Entities with all the relevant statements necessary (as optional tick boxes in options). Im talking about the directors report and the annual return for companies house. All thats required of Micro Entitie...
Guest over 8 years ago in IRIS KashFlow / Uncategorised 2

Project financials should show all transactions including bank

The financial overview in a Project only includes Purchases and Invoices with associated KF numbers. As we regularly input directly to a bank account, which does allow you to associate a project, it is imperative that these figures are included in...
Nick over 8 years ago in IRIS KashFlow / Uncategorised 0

Include Customer Name on Customer List

Would consider adding the customer name alongside the business name in the customer list section of kashlow? As our business deals with and invoices many different clients from a single business/organisation, it makes it difficult to quickly ident...
Guest over 8 years ago in IRIS KashFlow / Uncategorised 0 Acknowledged

Repeating items per page in custom PDF themes for invoices

When creating custom PDF themes for invoices I would like some elements to repeat for each page, a bit like a background but actually part of the flow of a page. For example I want to display [LOGOFILE] and [SENDER_ADDRESS_MULTILINE] on each page,...
Guest over 8 years ago in IRIS KashFlow / Uncategorised 0 Acknowledged

Add Kashflow invoice to bank transactions

When a Kashflow Software Ltd invoice is raised and received by us (the clients) for use of your software - can it not be automatically added to the bank system as well - seems an oversight that it isn't and must be done manually......
Natalie over 8 years ago in IRIS KashFlow / Bank / Uncategorised 1

Order Acknowledgements

When an order is received, there is no way to produce an Order Acknowledgement. Most of our customers expect this so currently we must create a copy in Excel.
Guest over 8 years ago in IRIS KashFlow / Uncategorised 4 Will not implement

Integrate with Unleashed (unleashedsoftware.com)

We have been looking for a number of weeks for a good order management and stock control system, and have recently come across a tool called Unleashed. This already has integration with Xero and Quickbooks Online (which actually tempted us to move...
Guest over 8 years ago in IRIS KashFlow / Uncategorised 1 Acknowledged

Add the logo for Nationwide building society.

It would be useful to have the logo for Nationwide building society in the drop down for bank accounts.
Guest over 8 years ago in IRIS KashFlow / Uncategorised 0 Acknowledged

Date substitutions to check for year

At the moment if you use %m+1 %y to substitute dates into invoices, an invoice generated in Dec 2015 would display "January 2015" rather than the intended "January 2016". Something needs to be added to check if %m+1 takes you into a new year.
Guest over 8 years ago in IRIS KashFlow / Uncategorised 1 Acknowledged

Set Exchange rate for Individual Payment instead of per purchase / invoice

Currently, when entering an Invoice / Purchase in a foreign currency, you can set an exchange rate for the single transaction. If a customer pays a deposit, or you pay your supplier a deposit, and complete the payment at a later date, the conversi...
Guest over 8 years ago in IRIS KashFlow / Uncategorised 0 Acknowledged