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Code Selection for Customers, Stock/ Products and Suppliers

The ability to select customers and stock/ products, and suppliers based on their codes when preparing invoices, rather than the time-consuming method of searching for each name through the dropdown lists
Guest almost 8 years ago in IRIS KashFlow / Uncategorised 0 Acknowledged

Import invoices from csv file should create new invoice on change of customer code and include product code in line item creation

Import invoices from csv file should create new invoice using the next sequential invoice number when there is no invoice number present in the file (as currently happens) and continue creating lines on the same invoice until change of customer co...
Guest almost 8 years ago in IRIS KashFlow / Uncategorised 0 Acknowledged

Rolling 3 month Profit and Loss widget on dashboard

...to have a instant, up to date visual diagram of P&L for the month prior, current month and following month.
Guest almost 8 years ago in IRIS KashFlow / Uncategorised 0 Acknowledged

Do NOT show discount on delivery notes

Frankly I don't understand why you do show discounts delivery notes, it's not part of the delivery! We often ship goods directly to clients and its not helpful to advertise the discount their supplier received. We currently have to hand modify eve...
Guest almost 8 years ago in IRIS KashFlow / Uncategorised 1 Acknowledged

Better listing of customers in Quote, invoice, but not projects?

We have a number of clients that all work at the same company. At the moment if we want to create a quote or invoice for one of these clients we have to find them in the customer list – rather than just using the drop down menu when creating a quo...
Corin almost 8 years ago in IRIS KashFlow / Uncategorised 0 Acknowledged

Fully functional sandboxing

A fully functioning sandboxing environment that is an exact clone of the account it is linked to would be very useful. As a company we have multiple Kashflow accounts for different currencies. This means that for running unit tests we require sepa...
Guest almost 8 years ago in IRIS KashFlow / Uncategorised 0 Acknowledged

Remove or merge lines on invoice

I sell products as packages, each package has a vatable element (product) and non-vatable (service). As a result when invoicing I have to split the package into two separate lines. When printing the invoice the customer sees the package split whic...
Guest almost 8 years ago in IRIS KashFlow / Uncategorised 0 Acknowledged

Give Handlebars (or similar) support for email templates

The current merge tags are fine, but very limited and restrictive. Handlebars (http://handlebarsjs.com/) will allow data to be passed to emails when they are sent and allow total control over data and display - including all data for clients, invo...
Mark Allen almost 8 years ago in IRIS KashFlow / Uncategorised 0 Acknowledged

Log in and Log out time stamps

Being a small business we employ a book keeper who works from home and bills us by the hour.It would be a great help to small businesses such as mine for us to monitor who logs into our Kashflow account and when.Also helps with the Accountants whe...
Guest almost 8 years ago in IRIS KashFlow / Uncategorised 0 Acknowledged

Change advance payments entered from one account to another account

If an Advance Payment has been entered from one account it should be possible to change the allocation to another account after the transaction has been entered without having to delete it and re-enter the transaction
Guest almost 8 years ago in IRIS KashFlow / Uncategorised 0 Acknowledged