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Additonal date column on invoices/purchases

We sell a number of services that have annual/monthly renewal dates. It would be good if we could have this date information in a separate column on invoices rather than having to type it manually in the description column. This would also help wi...
Guest over 8 years ago in IRIS KashFlow / Uncategorised 2 Acknowledged

Sort by "unsent invoices"

It would be really useful to be able to filter invoices (unpaid) by whether or not they have been emailed to customers. Several employees create and issue invoices and currently there is no way to see which have or have not been sent via email to ...
Guest over 8 years ago in IRIS KashFlow / Uncategorised 1 Acknowledged

Create different payment terms, depending on the source of the account?

I think a number of Kashflow customers (especially those with B2B customers) would benefit from creating different payment terms, depending on the source of the account? So for example some of our clients come from a particular source that could a...
Guest over 8 years ago in IRIS KashFlow / Uncategorised 0 Acknowledged

Individual customer activity report with payment history

When customers are querying whether they have overpaid you, you need to be able to print off an activity report for that customer to show them all paid invoices and dates/amounts of payments received. With large, ongoing projects, some clients mak...
Guest over 8 years ago in IRIS KashFlow / Uncategorised 0 Already exists

add on a percentage to the final total on an invoice

would be really helpful if you could have an option of adding a % (either 20% or 10%) to the final total on an invoice. i'm an agent so have to add on a certain percentage on to the total. i'm finding that I have to do this manually, which is what...
Guest over 8 years ago in IRIS KashFlow / Uncategorised 0 Already exists

It would get great to create a quote template with predefined sales codes and comments

No description provided
Guest over 8 years ago in IRIS KashFlow / Uncategorised 0 Will not implement

Adding EXPORT Shipping info on Invoice templates

My business involves exporting and on the Invoice it requires to display the container number, seal, vessel info etc.. I can see the option within customer info however, this needs to be integrated on per invoice basis. Is this something you can h...
Guest over 8 years ago in IRIS KashFlow / Uncategorised 1 Already exists

Have a short cut to nominals for accountants

On the left hand side have a "nominal" button which then displays the full nominal ledger with balances and allows you to drill down into the transactions posted to that nominal (same as sage 50 accounts) Will allow accountants to quickly drill do...
Guest over 8 years ago in IRIS KashFlow / Uncategorised 1 Acknowledged

Acutal income to-date to WIP under Projects, in addition to Target Income, so that you can monitor actual income v. expenditure.

No description provided
Guest over 8 years ago in IRIS KashFlow / Uncategorised 0 Acknowledged

Trial balance export

Hi, after year end process, there needs to be a exportable trial balance which shows all the balances (P&L and Balance Sheet). This will help accountants to export trial balance from kashflow and import to other softwares to prepare final acco...
Guest over 8 years ago in IRIS KashFlow / Uncategorised 0 Acknowledged