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Report by Customer Order Number / Job Number

It would be very helpful to our business to be able to report on turnover / amount outstanding / retention remaining by a unique customer order number or job number. At the moment I have to record each 'project' manually. We could have up to 20 in...
Louise Saunders over 4 years ago in IRIS KashFlow / Projects 0 New

Kashflow/ Paypal integration

When I read that Kashflow could be integrated with Paypal for invoice purposes I was delighted as I spend ages every month manually raising invoices before orders can be sent out. I linked the two together but then realised that Kashflow is only p...
Guest over 4 years ago in IRIS KashFlow / Invoicing & Quotes 1 New

Enabling email addresses to be added to packing slip

When we pass the orders to our delivery team they often email time slots so if this was on the packing slip then this would save us adding this to an email to them. The delivery team do not have access to the invoice.
Guest over 4 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

Allow Overpaid Purchases to be ticked in batch payments

Overpaid invoices can not be chosen in a batch payment. This makes it awkward when clients are using the available credit to net off other purchases. An underpaid invoice appears but overpaid ones do not
Gwion Ashton over 4 years ago in IRIS KashFlow / Payments 0 New

Add warning to invoice payment allocation

Please can it be changed so that when assigning bank payments to invoice/s it is not possible to assign anything that is an over payment without a warning. Currently payments can be assigned to any invoice regardless of whether they have been proc...
Guest over 4 years ago in IRIS KashFlow / Bank 0 New

Retention held back

n the building industry most large contractors keep a percentage of retention on the original quote from a subcontractor. This only gets paid to the subcontractor when the site is completed or anything up to two years after. So you invoice for a c...
Magda Glynn over 4 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

Part Exchange statement report linking invoices and purchases for certain customers and suppliers.

Numerous clients have asked how they send a statement showing part exchanges to their clients. At present there is no way of showing the purchase value being deducted from the invoice value resulting in a net due value. A simple link between certa...
Gwion Ashton over 4 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

Bank Details

We have added our bank details to our invoices, which most customers want, but the bank details also come up on quotes, purchase orders, etc which doesn't look very professional. Bank details should only be invoices. I have asked you to look into ...
Caroline Jones over 4 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

Granular user permissions

Can you please add more granular user based permissions for example limited basic sales people to quotes only.
Guest over 4 years ago in IRIS KashFlow / Uncategorised 0 New

Receipt Bank - Tax code % entered

Hi, I have noticed that the receipt bank integration does not pass through the number value of the tax amount for example in receipt bank we set them at 20% but when pushed into Kashflow it always states 0%. This is not a limitation of Receipt ban...
Guest over 4 years ago in IRIS KashFlow 0 New