My Ideas: IRIS KashFlow

Showing 2943 of 3287

To be able to assign more than one customer to a project.

The nature of our projects is that there may be more than one customer to each project. Allocation of more than customer to project would allow more meaningful review of the project 'performance' rather than simply of the customer.

Guest almost 8 years ago in IRIS KashFlow / Projects 0 Acknowledged

2 VOTE

To be able to enter a batch of supplier invoices

To have the option of entering a number of supplier invoices on one screen, the current system is very time consuming.

Emma Ransom almost 8 years ago in IRIS KashFlow / Purchases 0 Acknowledged

2 VOTE

When converting quote to invoice have a function to select individual line item.

Quotes are raised showing a full breakdown but the customer may only choose certain options from the quote. Currently the whole quote gets converted to an invoice but it would be helpful to be able to choose what the customer ordered and convert j...

Guest almost 8 years ago in IRIS KashFlow / Invoicing & Quotes 1 Acknowledged

2 VOTE

Aggregate the 'Notes' into a single view on the Overview page to show recent activity

If other customers do as we do and include details of correspondence with clients in the ‘Notes’ section attached to each invoice, it would be useful to be able to see an aggregated view of all ‘Notes’ in reverse chronological order on the Overvie...

Guest almost 8 years ago in IRIS KashFlow / Customers 0 Will not implement

2 VOTE

Automatic credit control report

A report to ascertain who is on or who is not on credit control

Rodger Random almost 8 years ago in IRIS KashFlow / Reports 0 Acknowledged

1 VOTE

Customising Credit Control Letter frequency per customer

We have a number of customers who tend to have set payment runs monthly. I would like to be able to not send them the automated credit control emails and do this manually instead. I think an opt out of credit control reminders on the customer acco...

Guest almost 4 years ago in IRIS KashFlow / Customers 0 New

1 VOTE

Purchace code by project

A report to display the values of a given purchace code distributed among different projects over a given time

Guest almost 4 years ago in IRIS KashFlow / Reports 0 New

2 VOTE

Sales History report

One history report to list all sales codes between dates - very quick to see what has been invoiced. And why does the pull down screen sow all codes in teh system and not just the sales codes

Andrew Mills almost 8 years ago in IRIS KashFlow / Reports 0 Acknowledged

2 VOTE

Allow 3D Secure payment gateways

Currently Kashflow does not allow payment integrations to use 3D secure. This is standard practice now and we are missing out without this service.

Guest almost 8 years ago in IRIS KashFlow / Payments 0 Acknowledged

2 VOTE

Make the column width adjustable in 'standard view'

I have created a test invoice and taken a screenshot to show you what I mean. The Customer column is too wide and the Purchase Order column is too narrow for my requirements. On spreadsheets like Excel you can click and drag to adjust the column w...

Guest almost 8 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

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