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See assigned email template on Repeat Invoices Screen

We have nearly 400 repeat invoices set up, and have a over a dozen email templates to pick from depending on the nature of the repeat invoices. However, without entering each repeat invoice, there is no way to see which covering email will be used...
Guest almost 8 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

Allowing the sales invoice overview list to be view as a net value i.e without the VAT included

This would help for sales forecasting purposes .
Guest almost 8 years ago in IRIS KashFlow / Reports 0 Acknowledged

aged creditors outstanding

I need to be able to see or print a report that shows me what invoices are outstanding for any given period, e.g. the last month, and get a total per supplier.This is how I know what I owe each supplier for the previous month. It's a bit like aged...
Guest almost 8 years ago in IRIS KashFlow / Uncategorised 0 Will not implement

activity report for specific customer

I know you can export a list of all invoices that you have issued using Kashflow via Reports > General Reports > Activity Report. But I'm asking my supplier to send me this list for my company ONLY as I wish to then import these details as m...
Guest almost 8 years ago in IRIS KashFlow / Reports 0 Already exists

Enhance the Customer Search functionality

Currently when you create a new invoice you have to put the exact customer name in to get a match I currently find this awkward, if I have a customer on the phone or in person, I request their name, they don't always give me the exactly the same n...
Ed almost 8 years ago in IRIS KashFlow / Uncategorised 1 Acknowledged

Project details to nominal ledger reports

No description provided
David Lushington almost 8 years ago in IRIS KashFlow / Projects 0 Acknowledged

a method / facility where by it is possible to maintain a record of email sent to customers

When sending invoices to customers you are able to keep track of all the emails sent and received between the two parties. This would work for purchases too.
Guest almost 8 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

Auto screen refresh when an invoice has been emailed.

When you view an invoice the Notes (1) at the bottom of the screen shows that it has been emailed but when you first email the invoice it is not automatically updated only when you go backinto the screen. Could you do an automatic screen refresh i...
Guest almost 8 years ago in IRIS KashFlow / Uncategorised 1 Already exists

bulk payments on statements

It would be great if there was maybe an extra column on "Statements" where whatever bulk payment you have made to suppliers stays there because at the moment once the bulk payment has been allocated to invoices,it doesn't show on the statement any...
Guest almost 8 years ago in IRIS KashFlow / Customers 0 Will not implement

The ability to include the month name in a line on a recurring sales invoice

For example, using something similar to a DATEDIFF function where you could enter a line in an invoice: "Email Hosting [MONTH]" but also if you are invoicing some items in advance and some in arrears to allow: [MONTH+1] and [MONTH-1]. Obviously th...
Guest almost 8 years ago in IRIS KashFlow / Uncategorised 2 Acknowledged