Submit Idea
SUBMIT IDEA

My Ideas

Showing 971

Report to show sales 'totals' based on 'product code' (not just sales code) all in one sheet

At present the total number of products sold in a time frame can only be shown one product at a time in the sales history. This is very time consuming analysis if you have many products. Alternatively you can view income by product but it doesn't ...
Nick Robinson over 4 years ago in IRIS KashFlow / Reports 0 New

Ability to add different hourly rates

When I set up the payslips for the employees at the company I work at, I sometimes have to use different hourly rates. At the moment, I am not able to add different hourly rates to the same payslip. I have to manually enter a different hourly rate...
Guest about 8 years ago in KashFlow Payroll 0 New

Include 'send statements' check box on Profile

This would be useful so it works in harmony with the new 'schedule statements' tab rather than all contacts receiving statements
Guest about 1 year ago in IRIS KashFlow 0 New

Archive clients

We would find it useful to be able to archive clients that are no longer using Kashflow. We would still have access to the data and continue to use a credit to keep them on our system but not have them on our client list. This would be useful for ...
Guest about 1 year ago in IRIS KashFlow Connect / Clients 0 New

Add option to carry over attachments from a Quote once converted into an Invoice

KashFlow behaviour at the moment is that any files attached to a quote are removed once it is converted to an invoice. I think it would make more sense were there an option for attachments to carry over and remain attached to the resulting invoice...
Guest over 2 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

PDF Invoice Theme and support for a Customs acceptable Commercial Invoice

With leaving the EU, Customs clearance invoices (Commercial Invoices) will become more prevalent if exporting. Currently Kashflow cannot produce Commercial Invoices. The additional information required is not part of a standard data set, and alway...
Guest almost 5 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

Calender reminder for actions such VAT returns etc

Instead of manually recording a note of the next client's VAT return/yearend etc into a Diary or similar. It would be ideal if Kashflow was able to send an email to warn you of the pending task for your client.
Guest almost 6 years ago in IRIS KashFlow Connect / Clients 0 New

Reduce font on new design

Even on my main pc, a lot of the new design is unusable as the font size is so large - for example, the drop down menus may show 2 or 3 options before dropping off the bottom of the screen. Typing a selection from the drop-down also does not work ...
Rich Mellor over 2 years ago in IRIS KashFlow / Customers 2 New

Unintegrated Bank account for USD

Due to changing world of unstable currencies I have been left with no alternative but to trade internationally in USD which includes me opening a USD bank account. My main business is still here in the UK but as a small sme I am unable to continue...
Guest over 2 years ago in IRIS KashFlow / Bank 1 New

Payroll report for Audit showing total cost including Ers NI

Every year Auditors ask to see a reconciliation of the payroll to the total cost. The cross tab report almost works in summarising the payroll (there are errors in the report) But in order to show the total cost by month and by employee, Employers...
Guest over 2 years ago in KashFlow Payroll 0 New