All ideas

Showing 3298

Quote Reporting - to mirror "Unpaid Invoice" Report

The unpaid invoice report is very useful for credit control as it displays all notes made against the invoice in date order. The same information for quotes would be very useful in following up. To be able to see when the notes for all quotes se...

Guest about 6 years ago in IRIS KashFlow / Reports 0 Acknowledged

1 VOTE

Ulster Bank Business UK bank feed

All other Ulster Bank accounts (UK and ROI) are included in the bank feeds - business would surely benefit from being included in this

Guest about 3 years ago in IRIS KashFlow / Bank 0 New

2 VOTE

Multiple subscription payment methods

I would find been able to pay using paypal direct debit really useful, rather than using my credit card.

Guest over 6 years ago in IRIS KashFlow / Other 0 Acknowledged

2 VOTE

Send bulk emails to customers from within Kashflow

We are finding it time consuming having to click on individual customers to send a group notification eg a price increase etc. Being able to select all or a large selection of customers at once, then send one email to them would save us so much ti...

lisa bartup over 6 years ago in IRIS KashFlow / Customers 0 Acknowledged

2 VOTE

Expand the ability of Projects so we can add Individual budgets/targets by nominal codes

Please can you add the facility to enter budgets by the projects nominal codes, an overall figure doesn't give us the detail we need to see if we are under or overspending on a nominal code. For Example budget for roof materials and labour, separa...

Guest over 6 years ago in IRIS KashFlow / Projects 0 Acknowledged

1 VOTE

I need to delegate users where they are not able to see the Reports which contains the P&L etc.

To maintain confidentiality.

Guest about 3 years ago in IRIS KashFlow / Reports 1 New

2 VOTE

Reports

Being able to download reports from the system when moving to another software package (because Kashflow is no longer adequate) Our client has been unable to download transactions assigned to a project. Instead, our client has to pay £15+VAT ...

Guest over 6 years ago in IRIS KashFlow / Uncategorised 0 Acknowledged

2 VOTE

Internal email communications with clients

I think it would be good if you could email clients directly within the software to avoid going to third party applications. Almost like having the ability to have a conversation within the platform

Guest over 6 years ago in IRIS KashFlow Connect / Clients 0

2 VOTE

Automatic overdue invoice emails

I would like a feature so overdue invoices are sent out automatically after 30 days or whatever timescale I set. And then to automatically send it the final demands etc.

Guest over 6 years ago in IRIS KashFlow / Invoicing & Quotes 1 Already exists

1 VOTE

The PO number to be referred to on a Purchase

I since 1st December started to use Purchase Orders to send to my suppliers, when I receive there Invoice I then convert to a purchase which is working fine. My problem which has now come to light when my supplier sent me a statement, on there sta...

Roger Miles about 3 years ago in IRIS KashFlow / Purchases 0 New

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