My Ideas

Showing 46

Add delivery address to invoice without having to have knowledge of html or css.

I need to add the delivery address to my invoices, but have little or no knowledge of html or css. I was advised by Kashflow Support to contact my IT Dept (we don’t have one). Apart from that suggestion they said they couldn’t help. Anyone else ha...

Guest over 2 years ago in IRIS KashFlow / Invoicing & Quotes 0 Planned

3 VOTE

On Screen Monthly P&L

It would be useful to view a P&L by month on screen, rather than have to download to excel each time. It would also be really good to click on the values in the P&L report and go directly to the nominal account.

Guest about 3 years ago in IRIS KashFlow / Reports 0 Planned

2 VOTE

Introduce Credit Limits for Customers

Credit limits for customers would give an early warning to credit limits being reached and would aid credit control

Guest almost 4 years ago in IRIS KashFlow / Customers 0 Planned

2 VOTE

Credit limit for customers

This would be helpful so that we can keep track of how much a customer owes before they go over their credit limit.

Guest over 4 years ago in IRIS KashFlow / Customers 0 Planned

1 VOTE

stop allowing bank accounts to be deleted unless there have been no transactions

Currently, if a client ignores the warning about deleting a bank account, and goes ahead all transactions are then transferred to the default bank account (even if it has been reconciled). Not only that, the entries are one-sided because the nomin...

David Lushington almost 5 years ago in IRIS KashFlow / Bank 0 Planned

4 VOTE

Provide Export facility for Product and Sales Codes - To support mass update and later import of updated stock and prices

We have quite a large set of purchase and sales stock codes and it would be really useful to support a full export (in CSV) that can be modified / updated (via Excel or Pages) and then re-imported. The current update process is way too lengthy.

David Green about 5 years ago in IRIS KashFlow / Other 1 Planned

1 VOTE

P60 on employee portal

access P60 on employee portal

Guest over 5 years ago in KashFlow Payroll 0 Planned

11 VOTE

To put a message on the payslip

Very easy to get information out to the employee on a document they read every week.

Guest over 5 years ago in KashFlow Payroll 0 Planned

5 VOTE

Set a Credit Limit on screen for customers before new quotes are sent to avoid customers going over credit limit.

No description provided

Guest over 5 years ago in IRIS KashFlow / Invoicing & Quotes 0 Planned

2 VOTE

Assign single payment (merchant card terminal) to multiple invoices

It would be useful when allocating a bank payment to then be able to select multiple invoices from the drop down menu. We get a single payment for all card transactions on a single day and at the moment we have to allocate the whole payment to one...

Guest over 5 years ago in IRIS KashFlow / Payments 0 Planned

Please enter your email address

FILTER BY CATEGORY