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Page number option to invoice for multi page invoices

It would be helpful to have the option to add page numbers in format 1 of 2 pages for example for multi page invoices.
Guest about 8 years ago in IRIS KashFlow / Uncategorised 0 Acknowledged

Add a recommended/integrated CRM database system to external services or could Kashflow design one as easy to use as Kashflow itself!!

As a broker we deal not only with our customers but our customers customers so to speak - would be great if we could capture this second layer of data more easily than we currently do with a stand alone CRM data base (Capsule).
Guest about 8 years ago in IRIS KashFlow / Uncategorised 0 Acknowledged

Posting a bank receipt to a debtors account.

When posting a bank receipt to a debtors account the narrative could read "Customer Payment" and not "Customer Overpayment". Apparently this can only be changed manually by the user as each posting is made and I find that to be a nuisance.Also, ca...
Guest about 8 years ago in IRIS KashFlow / Uncategorised 0 Acknowledged

highlight multiple transactions

It would be handy if you could highlight multiple transactions using the shift key (or something similar), instead of having to tick the box on each individual line.
Guest about 8 years ago in IRIS KashFlow / Uncategorised 0 Acknowledged

Add a column "Outstanding Balance " to the columns in the Invoices window.

Is it possible to add a column "Outstanding Balance " to the columns in the Invoices window. I see that that column is available in the Customers window.... It would be very useful!! Please let me know if it can be done! Thanks!
Guest about 8 years ago in IRIS KashFlow / Uncategorised 0 Acknowledged

New Invoice - initially empty customer field

When creating a new invoice, have the customer field empty rather than the first customer in the list.
Guest about 8 years ago in IRIS KashFlow / Uncategorised 0 Acknowledged

Fix attachment indication icon not showing

I often upload a receipt to Dropbox straight from my iPhone camera. Knowing the purchase number I just create a new folder on Dropbox and upload the file there. The list of purchases usually indicates that there is an attachment (a paperclip icon ...
Guest about 8 years ago in IRIS KashFlow / Uncategorised 2 Acknowledged

Delivery Notes

Please could it be possible to raise a delivery note from a quotation rather than having to convert it to an invoice first.Thank you
Guest about 8 years ago in IRIS KashFlow / Uncategorised 0 Acknowledged

Works order tab

I would like to see a works order option enabling me to send my contractors a works order. Then once complete I can mark it as such and invoice for the job done
Guest about 8 years ago in IRIS KashFlow / Uncategorised 0 Acknowledged

To be able to raise a credit note for only part of an unpaid invoice

To be able to raise a credit note for only part of an unpaid invoice. At present you can only apply credit notes for the full amount on an unpaid invoice.
Guest about 8 years ago in IRIS KashFlow / Uncategorised 0 Acknowledged