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Bank matching ignore rule

Although we can ignore imported transactions at the moment, we can't set up a matching rule to mark some as ignore automatically. This would be really useful, especially when we're transferring between different bank accounts and the transfers sho...
Guest about 8 years ago in IRIS KashFlow / Uncategorised 0 Acknowledged

More than 10 products to the dropdown box in quotes

Once you have chosen the parent code in quotes/invoices then in the dropdown box of products there should be more than 10 products.
Guest about 8 years ago in IRIS KashFlow / Uncategorised 2 Acknowledged

duplicate estimates

I noticed that FreeAgent has a feature which allows you to duplicate an estimate allowing you to efficiently repeat a historic order from a previous client. This would work great for us as tree surgeons as we often re-visit sites year after year t...
Guest about 8 years ago in IRIS KashFlow / Uncategorised 0 Acknowledged

KashFlow integration with Payleven Card Processing.

KashFlow currently integrates with various Card Processing sites. Please add integration with Payleven.
Guest about 8 years ago in IRIS KashFlow / Uncategorised 0 Acknowledged

Balance report

When an aged debtor report is run it does not include, and there is no report available which does include, all customers and there balances. We require to view customer details along with their current balance whether it is in credit, overdue or ...
Guest about 8 years ago in IRIS KashFlow / Uncategorised 0 Acknowledged

Prefill invoice details

As we enjoy repeat custom, like many businesses, it'd be nice to have the option to insert previous invoice details, narrative etc from exisitng records.
Guest about 8 years ago in IRIS KashFlow / Uncategorised 0 Acknowledged

Evernote Integration

It would be great if you could add Evernote integration. I'd love to be able to display a note or notebook from Evernote alongside a customer's contact info or invoice in Kashflow. This would be great for those of us who keep their customer notes ...
Guest about 8 years ago in IRIS KashFlow / Uncategorised 0 Acknowledged

a credit account number, credit limit and account details fields to supplier records

We have a number of suppliers with whom we have set up credit accounts. Each has a unique credit account number. Each has a different credit limit, and each may have details we need to record (such as when payment is taken by Direct Debit on or be...
Guest about 8 years ago in IRIS KashFlow / Uncategorised 0 Acknowledged

You should be able to set up two sets of automatic credit control emials. For instance one for each PDF theme you have for your invoices.

you should be able to set up two sets of automatic credit control emials. For instance one for each PDF theme you have for your invoices
Guest about 8 years ago in IRIS KashFlow / Uncategorised 0 Acknowledged

Stock received not allow part values

We has times that we order stock, say 6, but we only receive 2 and the remaining quantity is put on backorder. At the moment we can only press the receive stock button and receive all 6 items we have ordered. It would be great to be able enter wha...
Guest about 8 years ago in IRIS KashFlow / Uncategorised 0 Acknowledged