Skip to Main Content
SUBMIT IDEA

My Ideas

Showing 3364

An automatic login. I have to switch from EXCEL spreadsheets to Kashflow and have to login to KashFlow each time. I am conscious of security but only me uses this computer so a bypass to the login procedure would be helpfule

No description provided
Guest almost 4 years ago in IRIS KashFlow / Other 0 New

PO on the move

It would be great if you could create PO's on the move. It would help with keeping control on wholesaler and material costs withour relying on the website
Guest almost 8 years ago in IRIS KashFlow / Mobile Apps 0 Acknowledged

To have an alert when a supplier invoice is due for payment

My client pays all of her suppliers in full, however I suggested she go on 30-60 days but she is worried that she would forget as she is so very busy and payment would get overlooked. It would be beneficial if there was a message of something that...
Guest almost 8 years ago in IRIS KashFlow / Settings 2 Acknowledged

Reports

As a minimum should be able to sort the Aged Debtors Report by Customer Name, as the "Code" may not be Alphabetical thus is list is completely random when viewing it. Further improvement would be to allow sorting of all the columns, so that you ca...
George Ross almost 4 years ago in IRIS KashFlow / Reports 0 New

Provide different access levels for users within the agent's staff

We need a multi-tier access level because not all of our staff have the same levels of competency. Some have particular functions, such as invoicing for clients and doing credit control on behalf of the client, however they don't need to view or m...
Guest almost 8 years ago in IRIS KashFlow Connect / Settings 3

Allow bulk delete on transactions imported to Kashflow and a save feature for matching transactions

A few time now i have uploaded my bank statements into Kashflow and i have finished work or have not had enough time to match all transactions off and when you have over 800+ it can take a while so by allowing you to save it and come back to it wo...
Guest almost 8 years ago in IRIS KashFlow / Bank 0 Will not implement

Company Details

Industry Sector - I have been advised to contact you today - as we have had an issue with a popup and apparently it relates to the industry sector 3 x fields - we didn't populate one as it didn't apply to our business, maybe you could pop a 'doesn...
Guest almost 8 years ago in IRIS KashFlow / Uncategorised 1 Will not implement

VAT liability is present on the dashboard. Can we please have CIS (Construction Industry Scheme) tax liability in the same way.

If you are in the construction industry, CIS (tax from subcontractors collected on behalf of HMRC) is just as important as VAT!! Please can we see the 'liability' on the dashboard.
Guest almost 8 years ago in IRIS KashFlow / Dashboard 0 Acknowledged

Additional template for estimate

Currently we only have 2 templates 1 for quote and 1 for invoice, we currently need to change the quote template to estimate template to send to our customers, this is time consuming for a business. Can we have the option to make more templates.
Guest almost 4 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

Invoice and Purchase Orders should have Line Item Numbers

When discussing Invoices and Purchase Orders with Suppliers and Customers it would be useful to have Line Item numbers so as to easily identify individual items. This is required where invoices etc are very complex.
Guest almost 8 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged