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IRIS KashFlow

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Press 'enter' to save a purchase, instead of having to click on 'save'

Once you've entered a new purchase, you have to click 'save' at the top of the page, but it's quite usual in all sorts of online programmes to just press 'enter' to save - I do it on the online banking app, for example, and it feels intuitive. You...
Guest almost 7 years ago in IRIS KashFlow / Purchases 0 Acknowledged

Add/calculate late payment fees to overdue invouces

Would be useful to be able to calculate and add late payment fees to invoices.
Guest about 5 years ago in IRIS KashFlow / Customers 0 New

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

Sort out the Bank Import

Please sort out the bank import - use your contractual relationship with the developers to get this resolved. Every couple of days (or even less) I have to re-authorise the link to my bank account (Santander) - even though the Consent management p...
Rich Mellor about 5 years ago in IRIS KashFlow / Bank 3 New

attach documents to bank transaction as an attachment

It would be a great idea to be able to attach copies of receipts to bank transactions. ie a photo of my fuel receipts. Xero has this option via their app and it is really useful. Please make this happen.
Guest almost 7 years ago in IRIS KashFlow / Purchases 1 Planned

Add a switch to select between 'Proforma' and 'Quotation' as it is created.

Quite a few of my customers want a quotation, but my system is usually set up for proforma invoice. If I send a proforma when they wanted a quotation, it would seem a bit presumptuous. So I have to go to settings and change from proforma to quotat...
Guest almost 7 years ago in IRIS KashFlow / Invoicing & Quotes 1 Acknowledged

During bank reconciliation, make running balance visible at all times as you scroll up and down.

When I'm doing a bank reconciliation, I like to check each day's statement balance against the running balance as I work down the list. To do this, I have to scroll up to the top to check the running balance and then go back to where I was. If the...
Guest almost 7 years ago in IRIS KashFlow / Bank 0 Acknowledged

Allow bank transactions that are created through the Match/Create/Transaction route to be allocated to more than one code. At present the system only allows you to post to one. Many invoices have more than one item ( carriage/assets/repairs/ etc). The same would be useful for bankings using the same process.

It will allow multi-item invoices to be created direct from the bank instead of going through the long winded creating an invoice route.
Guest almost 7 years ago in IRIS KashFlow / Bank 0 Acknowledged

I would like to be able to see quotes which have subsequently been converted to invoices.

It would benefit me and would be a tracking mechanism for the accounts department in my company
Guest almost 7 years ago in IRIS KashFlow / Invoicing & Quotes 1 Acknowledged

Remove prices on individual items,just one total on quote.

You have the ability to remove the end total on a quote / estimate but not the other way around. Id like to see the totals from each line removed to just show the complete total for all lines. Perfect for people who don't want to show individual c...
Gareth Hope almost 7 years ago in IRIS KashFlow / Invoicing & Quotes 1 Acknowledged