Submit Idea
SUBMIT IDEA

My Ideas: IRIS KashFlow

Showing 2942 of 3286

Streamline add bank transaction

New add bank transaction is slower and less intuitive than the old version. Boxes don't highlight when tabbing in and search function is not intuitive you should be able to search and then press enter to select, also default VAT setting would be u...
Guest 4 months ago in IRIS KashFlow / Bank 0 New

Fix the broken purchase invoice, purchase code default to incorrect supplier mess on the new update

Yes, we completely understand your concern and we will update the developers to revoke the changes they made recently. Since it's a software release we need to wait until when this can be done as we wouldn't be able to specify a timeframe for this...
Guest 8 months ago in IRIS KashFlow / Purchases 0 New

paid stamp on purchase invoices

I think it would be a good idea on purchase invoice's when its paid, it can be marked with a PAID stamp so I can email the purchase invoice to the supplier, as some suppliers are wanting the details within the purchase and not just a remittance wh...
Guest about 1 year ago in IRIS KashFlow / Purchases 0 Started

Client opt out facility on auto credit control

With auto credit control emails, rather than opting out certain individual invoices month after month, it would be beneficial if we could opt out certain clients who pay us by direct debit. Because their payments are collected at various points th...
Guest 4 months ago in IRIS KashFlow / Invoicing & Quotes 0 New

Default Time Period for transactions on the customer screen

There should be a way to change the default “Time Period” on the Transactions screen of the Customer Details page - or at least default it to something more sensible. I regularly go in there to find the last invoice we sent to a customer. But beca...
Rob Wheatley about 1 year ago in IRIS KashFlow / Customers 2 New

SETTING TRANSACTION DATES IN SALES AND PURCHASE ACCOUNTS

In the new version of Kashflow, the date in customer and supplier accounts defaults back to 01/01/2024 meaning no previous transactions can be seen. Not helpful when we're only on 04/01/2024! It would be helpful if I could set the default date mys...
Guest about 1 year ago in IRIS KashFlow / Customers 0 Acknowledged

Due Date on Aged Creditors/Debtors Reports

I was wondering if it would be possible for the Aged Creditors and Aged Debtors reports to include the 'payment due date' information when exported to CSV? At the moment the reports only include the date of the invoice.
Guest about 8 years ago in IRIS KashFlow / Uncategorised 4 Acknowledged

Additional information on statement

I would like to see an option where additional information can be added to the statement template, such company bank details and other company information. Similar to the invoice PDF theme templates option where additional text can be entere (in M...
Guest about 8 years ago in IRIS KashFlow / Uncategorised 3 Acknowledged

Relevant TB reporting

Where a client is registered for flat rate VAT, rather than provide a standard TB, provide one that actually gives the figures that go into the accounts without having to jump through hoops to derive gross turnover etc.
Guest 4 months ago in IRIS KashFlow / Reports 0 New

Allow direct posting to customer from bank feed

My issue relates to bank feed transactions that need to be allocated to a customer account WITHOUT creating a sales invoice. A lot of my clients pay me by standing order so they get posted to their account as received as “advance payments on accou...
Paul Connon 4 months ago in IRIS KashFlow / Bank 0 New