Submit Idea
SUBMIT IDEA

My Ideas

Showing 1786

Customers Searchable in Alphabetically Letters

This was on the previous version.
Guest almost 7 years ago in IRIS KashFlow / Customers 0 Acknowledged

Report showing source conversion over time

1. Choose time period (e.g. 2017) 2. See number of enquiries by source for that period 3. See number of paying customers by source for that period Fro example, I may have received 50 enquiries from Source A in 2017, of which 5 converted into payin...
Katrina Boydon almost 7 years ago in IRIS KashFlow / Reports 0 Acknowledged

Option to hide the 'Next/Previous' invoice/purchase arrows at the bottom

The new 'next/previous' purchase/invoice arrows at the bottom of the screen take up too much screen space. Not everyone uses large screen resolutions, particularly those on the go who use ultrabooks for example. I am sure the arrows may have use f...
Guest almost 7 years ago in IRIS KashFlow / Purchases 0 Acknowledged

Previous bank reconciliations should be listed in descending not ascending date order

No thought has been given to the listing of previous bank reconciliations. Right now it is listed in ascending date order which means that the first reconciliation on my account (from 2014) is shown at the top. This makes no sense as it obviously ...
Martin Baker almost 7 years ago in IRIS KashFlow / Bank 1 Acknowledged

VAT Threshold Monitoring and entering Input VAT when not VAT registered

I can see from other Canvass ideas that Kashflow monitors your turnover and gives a warning when you exceed the VAT registration threshold (although I could not see that the help files mention this or how it works). I have two concerns over this: ...
Rich Mellor almost 7 years ago in IRIS KashFlow / Purchases 1 Acknowledged

Credit term syncing on invoices

One of my clients has suggested that he would benefit from the credit terms he sets on the invoices to show at the bottom of the invoice along with details of those terms on a customer/per invoice basis. We have had a conflict on some recent invoi...
Guest almost 7 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

Purchases allocated to projects to be itemised individually/ separately within the Project Reports page and not grouped as a total based on the overall purchase which often includes amounts associated with different projects.

I often purchase a number of items from the same company at the same time for different projects. These are listed on the suppliers invoice to me and when I add these to Kashflow as a single but itemised purchase I allocate each item to the releva...
Guest almost 7 years ago in IRIS KashFlow / Projects 0 Acknowledged

Second currency pricing

We work with both customers buying in GBP and EUR. It would be great to have products listed under both price lists rather than having to manually overtype each product line on the invoices.
Guest almost 7 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

Allocating One Bank Payment to Multiple Purchase Invoices from CSV Imported Values.

When using CSV import for Bank Transactions, which saves loads of inputting time, when actually then allocating a payment to a supplier there is no ability to allocate one payment (e.g Statement Balance made up of December 17 invoices) to several ...
Samuel Marr almost 7 years ago in IRIS KashFlow / Bank 0 Acknowledged

Could changes be notified in advance and could the behaviour of the kashflow integration feature be properly documented please

I was irritated to get a message while doing payroll today that said "We have added employer pension payments to the bookkeeping integration. However, to use this, you must resubmit your Company > Integration page before Finalising this pay dat...
Guest almost 7 years ago in KashFlow Payroll 0 Acknowledged