My Ideas

Showing 3285 of 3285

The ability to send the relevant invoices with a customer statement by email

I frequently need to send copy invoices along with statements to customers and they are increasingly preferring to receive these by email. I have been told that currently the functionality does not exist to do this. It is also really clunky when y...

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

2 VOTE

Ability to filter imported payments from Paypal etc

Some of the companies ideal with for shipping create an order then a purchase through PayPal, so when they are imported I have to manually delete the order to balance my Paypal ledger. It would be good if it was possible to create a filter to dele...

Guest almost 8 years ago in IRIS KashFlow / Bank 1 Acknowledged

2 VOTE

a Preview button, alongside the Download and Delete buttons on the customer page when a file is added

If you add a file to an invoice you can Preview, Download or Delete.If you add a file to a customer there is no Preview option, which would be useful.

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

2 VOTE

Enable Login button with auto-fill u/n + p/w

At present, if you stay inactive for long enough, the screen goes to the logon screen. If you have enabled auto logon details then your username and password will be filled in automatically. However the Login button will be greyed out. This is rea...

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

2 VOTE

An "Add Batch Notes" button

Similar to the "Add Batch Payment" button - one note that attaches itself to multiple invoices. Handy when chasing several invoices at a time.

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

2 VOTE

Have the option to put an extra field above customer name on invoices for addressing invoices c/o the customer

We work for lots of management companies who like their invoices addressed to the landlord of the property we've worked on, c/o the management company. We need to categorise this work as being for the management company and not each individual lan...

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

2 VOTE

Problems with management reports from Kashflow Connect

I'm having problems with the 'professional looking' management reports from Kashflow Connect. On a few accounts the figures are incorrect unless I don't tick the 'zero balance nominals' box in section 3 (select data to exclude). This however looks...

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

2 VOTE

At the bottom of the invoice totals add an additional two sum totals showing the split between labour and materials.

No description provided

Guest almost 8 years ago in IRIS KashFlow / Invoicing & Quotes 0 Will not implement

2 VOTE

P11's. Why??

There is no way of printing out P11's. Why?

Guest almost 8 years ago in IRIS KashFlow 0 Acknowledged

2 VOTE

Custom reports to select only specific bank accounts

Title says it all really, I use accounts for cash on hand and transfer it between a few other accounts but these don't apply to my overall business account and so I'd like to run custom reports without certain accounts being included in the report

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

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