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Enable the entering of customer receipts relating to Invoices from an earlier, locked, period without having to keep unlocking it.

At the moment, as far as I am aware, you have to unlock the earlier period before you can enter any customer receipts relating to invoices raised in the earlier period. It would be helpful if you could enable the entering of customer receipts rela...
Guest almost 8 years ago in IRIS KashFlow / Uncategorised 0 Acknowledged

Option to switch off automatic allocation

We need to be able to switch off the automatic allocation of bank transactions against invoices because often they are incorrectly allocated. (Separate to the ability to turn off matching rules)
Guest almost 8 years ago in IRIS KashFlow / Uncategorised 0 Acknowledged

Ability to use other merchant banks with payment gateway instead of only world pay

More options with payment gateway to include other merchant accounts and possible saves customers having to move or close existing merchant accounts.
Guest almost 8 years ago in IRIS KashFlow / Uncategorised 0 Acknowledged

Multiple customer branches

I have several customers who have many branches. Each branch orders and the order is packed and shipped to the individual branch. The invoice goes to either the branch for approval or the head office, but all payments are made centrally at Head Of...
Guest almost 8 years ago in IRIS KashFlow / Uncategorised 0 Acknowledged

file:///C:/Users/User/Downloads/vat-return-of-trader-details.pdf

Hello - My accountant tells me I need the below reportfile:///C:/Users/User/Downloads/vat-return-of-trader-details.pdf Can you advise if this possible and if not if / when could it be done. thanks fleur
Guest almost 8 years ago in IRIS KashFlow / Uncategorised 0 Already exists

Sales Order Ledger

Sales Order Ledger, We receive orders from potential customers, review order, send quote, quote is accepted, goods are made, goods delivered, invoice sent. We would like to view all orders at a quick glance, see for which orders a quote has been s...
Guest almost 8 years ago in IRIS KashFlow 0 Acknowledged

Copying invoices

When copying invoices you get an option to copy t 5 different headings, why not have sales copy to sales and purchase to purchase, may be have a button to request more options, but why would I want to copy a purchase to a sales invoice? he most li...
Guest almost 8 years ago in IRIS KashFlow / Uncategorised 0 Acknowledged

It would be great if we could convert invoices into a PDF/A format as well as PDF as we have been requested to send in this format.

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Guest almost 8 years ago in IRIS KashFlow 0 Acknowledged

Changed to required fields when importing Sales invoices by CSV

When I recently imported CSV files from one software to KashFlow the customers imported fine but when it came to importing the sales invoices a required field is that of the customer reference generated by KashFlow; so I had to add this informatio...
Guest almost 8 years ago in IRIS KashFlow / Uncategorised 0 Acknowledged

Supplier Purchases and Stats table should be sortable by date & receipt #

The purchases and stats display for supplier shows only 7 rows of data before scrolling. It is also sorted by receipt #. When searching for a transaction I usually know the date the payment was made but not the receipt number. The current display ...
Guest almost 8 years ago in IRIS KashFlow / Uncategorised 0 Acknowledged