Submit Idea
SUBMIT IDEA

Uncategorised

Showing 50

Filter Invoices by Sources

Filtering Invoices by Sources would allow us to view all the invoices issued coming from a particular Source. This way we can see the progress that particular source had on our sales in the past month. At the moment you can only see the names of t...
Guest about 8 years ago in IRIS KashFlow / Uncategorised 0 Already exists

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 about 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 about 8 years ago in IRIS KashFlow / Uncategorised 0 Already exists

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 about 8 years ago in IRIS KashFlow / Uncategorised 1 Already exists

search by quote number in Kashflow,

at the moment you have to trawl through the quotes or select one and edit to correct number in address bar life would be so much easier if you could search for a number be it invoice or quote and find it with out having to search.
Guest about 8 years ago in IRIS KashFlow / Uncategorised 1 Already exists

Give Feedback

I have just spent a few minutes searching for a way to leave feedback other than suggesting an idea is this possible ?
Guest about 8 years ago in IRIS KashFlow / Uncategorised 0 Already exists

Add a prompt to the 'add payment' calendar

If you manually enter the date then click save it reverts to 01/01/1900. However if you manually enter the date then click that date on the calendar pop-up then click save it works. There's no prompt to click the date square on the calendar after ...
Guest about 8 years ago in IRIS KashFlow / Uncategorised 1 Already exists

It would be useful to be able to change the text size on a remittance advice. its too big and therefore comes across like abit shouty!

It would be useful to be able to change the text size on a remittance advice. its too big and therefore comes across shouty and clumsy
Guest about 8 years ago in IRIS KashFlow / Uncategorised 0 Already exists

the option to change the names of the fields in the invoices

the option to change the names of the fields in the invoices - for example some customers feel that TOTAL (which gives the NET figure) is misleading. I can change the names in the email or print version but not on the invoice
Guest about 8 years ago in IRIS KashFlow / Uncategorised 0 Already exists

Support for charities to make Gift Aid submissions to HMRC from Kashflow

Ability to easily identify all donations that qualify for Gift Aid, administer associated Gift Aid declarations, and then produce HMRC compliant submissions. As Bank data is imported, applicable transactions are marked for Gift Aid processing.
Guest about 8 years ago in IRIS KashFlow / Uncategorised 0 Already exists