Submit Idea
SUBMIT IDEA

My Ideas

Showing 996

Globally change sales code

I want a feature to change the default sales code for all existing customers, I have edited my sales codes and I want to change the default sales code for all existing customers not just new customers but its not possible.
Guest over 5 years ago in IRIS KashFlow / Customers 0 New

Supplier input options

When you are in the Supplier tab and click on 'Create Purchase' the supplier box always defaults to the first supplier in alphabetical order on the list of suppliers. Can this be disabled so that when you create a new purchase invoice the 'Supplie...
Guest over 5 years ago in IRIS KashFlow Connect / Other 0 New

Add a DATE stamp along with the PAID stamp on invoices when they Print or are saved as PDF

Hi there, I dont know why this isnt already a function but whilst the screen display of an invoice shows the DATE PAID for an invoice, when you come to print it out or save it as a PDF that field is replaced by the invoice due date. I know you can...
Craig Riches over 5 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

Change the end date of transactions for all customers in one go.

Sometimes the "end date of transactions" in the customer area stops at a date before the current one. This hides current invoices on the page. Please can the future date for all customers be set in one go (not each one individually)?
Guest over 5 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

www.liveplan.com is a fantastic business planning tool - an integration would be really helpful

Every small business owner - there are integrations with other online accounting platforms
Guest over 5 years ago in IRIS KashFlow / Partner Apps 0 New

Expense should have option to allocate to partner/project

Under purchases you can create a ‘purchase’ or an ‘expense’ If you create a purchase you can enter the partner/project. if you create an expense it doesn’t give the option to enter a project. It ends up on the system under purchases but it is not ...
Guest over 5 years ago in IRIS KashFlow / Purchases 0 New

Ability to allocate a receipt or payment to more than one invoice

Would save a hugh amount of time. At the moment need to examine each receipt/payment and identify whether it is for a single invoice allocation or what the breakdown is and post accordingly via the personal sales/purchase ledger.
Guest over 5 years ago in IRIS KashFlow / Bank 0 New

print a report from the Supplier ledger/Purchases by Project Code

No description provided
Lorretta Coulson over 5 years ago in IRIS KashFlow 1 New

Correct KF so that email reply is sent to KF user email rather than master admin email

At present where there are multiple users with different user roles it is not possible to set the reply address to the name of the person that has sent the email. When the user clicks reply, the reply is sent to the email associated with the main ...
Guest over 5 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

Purchase Order to show payment method.

So we know how we paid for purchase orders.
Guest over 5 years ago in IRIS KashFlow / Purchases 0 New