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adjustable width of columns when viewing the Projects tab

Currently, the width of the columns in the Projects tab are fixed, so if you have long project names, you can't see the full name. the 'Customer' field is much wider, and to accommodate different user requirements, making the columns user adjustab...
Guest almost 5 years ago in IRIS KashFlow / Projects 0 New

Output VAT not marked as paid in the transactions and the calculation for Financial Overview

This is a request. Would it be possible to show all Output VAT not marked as paid in the transactions and the calculation for Financial Overview, as we have VAT taken quarterly and although we are aware of it the figures are skewed until it is mar...
Rob Pearmain almost 5 years ago in IRIS KashFlow / Dashboard 0 New

'Call Customer' reminder date

To add a basic CRM function to each customer account with 2 or 3 recall dates to be able to nte when to call for another order, or aequipment service. And then those recalls to appear on main page as a short report each day/week/month
Ian M almost 5 years ago in IRIS KashFlow / Customers 0 New

Globally change sales code

I want a feature to change the default sales code for all existing customers, I have edited my sales codes and I want to change the default sales code for all existing customers not just new customers but its not possible.
Guest almost 5 years ago in IRIS KashFlow / Customers 0 New

Supplier input options

When you are in the Supplier tab and click on 'Create Purchase' the supplier box always defaults to the first supplier in alphabetical order on the list of suppliers. Can this be disabled so that when you create a new purchase invoice the 'Supplie...
Guest almost 5 years ago in IRIS KashFlow Connect / Other 0 New

Add a DATE stamp along with the PAID stamp on invoices when they Print or are saved as PDF

Hi there, I dont know why this isnt already a function but whilst the screen display of an invoice shows the DATE PAID for an invoice, when you come to print it out or save it as a PDF that field is replaced by the invoice due date. I know you can...
Craig Riches almost 5 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

Change the end date of transactions for all customers in one go.

Sometimes the "end date of transactions" in the customer area stops at a date before the current one. This hides current invoices on the page. Please can the future date for all customers be set in one go (not each one individually)?
Guest almost 5 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

www.liveplan.com is a fantastic business planning tool - an integration would be really helpful

Every small business owner - there are integrations with other online accounting platforms
Guest almost 5 years ago in IRIS KashFlow / Partner Apps 0 New

Expense should have option to allocate to partner/project

Under purchases you can create a ‘purchase’ or an ‘expense’ If you create a purchase you can enter the partner/project. if you create an expense it doesn’t give the option to enter a project. It ends up on the system under purchases but it is not ...
Guest almost 5 years ago in IRIS KashFlow / Purchases 0 New

Ability to allocate a receipt or payment to more than one invoice

Would save a hugh amount of time. At the moment need to examine each receipt/payment and identify whether it is for a single invoice allocation or what the breakdown is and post accordingly via the personal sales/purchase ledger.
Guest almost 5 years ago in IRIS KashFlow / Bank 0 New