Submit Idea
SUBMIT IDEA

My Ideas

Showing 1786

Global Invoicing Summary

When chasing clients for invoicing they are often coming back asking for breakdown at project level, not just client level. I see you have a Global Project Report which gives a fabulous summary of Income v Expenditure for our eyes only, but what I...
Guest over 5 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

Converting a Purchase to an Expense or Vice Versa

Sometimes more than one member of staff can access Kashflow and / or a previous member of staff may have added payments incorrectly.
Guest over 5 years ago in IRIS KashFlow 0 Acknowledged

CSV Uploads Duplicate Supplier Purchases

When uploading a CSV of supplier purchases the system doesn't reject purchases which are already on the supplier account. It will reject when adding manually but allows and invoice with the same date, supplier and invoice number to be entered.
Guest over 5 years ago in IRIS KashFlow / Purchases 1 Acknowledged

Overdue Email Reminder

I used to receive emails detailing which invoices have become overdue on a particular day. I have since been informed that this feature is no longer available. I don't want to use the automated system, because some of my customers just require m...
Guest over 5 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

Include the Due Date in Sage export report

Please can the due date for purchases and sales be included in an export file. This is vital to be able to view/forecast what is due to be paid for a weekly/monthly pay run and allow for expecting income.
Michael Chadderz over 5 years ago in IRIS KashFlow / Reports 0 Acknowledged

Customer list - overdue balance column

An extra column adding to the customer page showing their overdue balance would help when chasing payments instead of having to go into each account to check what is overdue.
Guest over 5 years ago in IRIS KashFlow / Customers 0 Acknowledged

New field: Original quote number on invoice

Could a quote number be referenced when a Quote is converted into an Invoice. It is useful for us to know which quote (saved as a pdf locally) relates to a new invoice, as obviously it gets deleted from KashFlow when converted…
Dan over 5 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

We wish to match several transactions to one nominal code so we don't have to match many transactions individually?

In the matching (Import) screen, we wish to match several transactions to one nominal code so we don't have to match many transactions individually?
Guest over 5 years ago in IRIS KashFlow / Bank 0 Acknowledged

Add a subcatagory for Kashflow payroll GP

To allow users to filter ideas & developments relating to your GP - specific products
Ralph Greenwall over 5 years ago in KashFlow Payroll 0 Acknowledged

All reports to be PDF

When printing off the ban unreconciled report through reports, it doesn't print off all the pages. It just prints what you see on the screen. You shouldn't have to spend time print screening what you see to Word and printing, all reports should be...
Guest over 5 years ago in IRIS KashFlow / Reports 0 Acknowledged