All ideas

Showing 958

Improvements to Reconciliation Page

Totals of In & Out Columns. Ability to Switch display of In & Out columns as you can when viewing Statements. Ability to collapse or hide ticked items to allow focus on unticked items.

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

2 VOTE

Add CSV Report for Sales by Sales Code / Product

At the moment, although you can produce a pie chart report of sales by sale code, there is no facility to export a CSV giving the details of sales by sale code and/or product. The existing CSV breaks down into individual sales for each item, which...

Rich Mellor about 3 years ago in IRIS KashFlow / Reports 0 New

2 VOTE

Showing statutory payments and pension contribution in seperate column on the Crosstab report

No description provided

Guest about 3 years ago in KashFlow Payroll 1 New

2 VOTE

Print customer statements in home currency

Hi Rag,Thanks for your email. What I need is for “Customer Statements” to reflect values which are similar to those on invoices ie the ZWL. At present statements are printing only in the USD ie our reporting currency. Please advise how we can do t...

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

2 VOTE

auto open the record when the search result is a single item

When searching for an item in a list such as "suppliers" if the search result delivers a single item then the system should open that item rather than display a list of only 1 result. Example: There is only 1 customer with name beginning "S" so if...

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

2 VOTE

VAT reconcilition Report Facility

A useful report to allow the reconciliation of the VAT report back to the balance sheet

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

2 VOTE

Send customer a link to an online invoice so we can track if it has been seen

Sending PDFs by email isn't great as there's no way of knowing if the customer has seen them (or if they've ended up in spam). Other invoicing software allows you to send a link to an online version of the invoice so you can then see if a customer...

Guest about 3 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

2 VOTE

Ability to add HTML Links to invoice notes section

Ability to add HTML links to the internal invoice notes like: <a href="pageurlhere" target="_blank">URL</a> Currently it just outputs as plain text.

Guest over 3 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

2 VOTE

Archived Product Codes / Sales Code to a separate tab

Currently when you untick the box to mark a product code or sales code as an archived item and not to appear in the active dropdown lists the product remains on the relative page amongst the other active codes. My proposal would be to add a button...

Ben over 3 years ago in IRIS KashFlow / Other 0 New

2 VOTE

Quote List Print and Export facility

Each month I need to analyse how many quotes we have converted into sales. Unfortunately the Quote List cannot allow print or export currently.

Guest over 3 years ago in IRIS KashFlow / Reports 0 New

Please enter your email address

FILTER BY CATEGORY