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Unable to activate csv uploads

When trying to activate CSV bank feeds a message appears at the top of the screen "primary contat email is blank or null" . Having checked the primary contact details and seeing it does have a valid email I contacted support on line. They just wan...
Guest over 5 years ago in IRIS KashFlow / Bank 2 Acknowledged

I would like to be able to pie chart or graph the costs for each project within a service company.

It would benefit construction and service companies as well as advertising and similar companies being able to provide visuals of the cost breakdown of each project for showing to the customer / tenant.
Guest over 5 years ago in IRIS KashFlow Connect / Reporting 0 New

Paypal import & VAT registered customers

In options for each customer, you can specify "add this VAT number to every new invoice". Unfortunately, if it is the PayPal import which creates the new invoice, that VAT number setting is ignored. This should be added to these automatically crea...
Rich Mellor over 5 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

Make Repeat Invoices Use New Sales Code Prices if They're Updated

At the moment, if you update the price of an existing sales code, you have to manually change every single invoice that uses the sales code for it to use the new price. If recurring invoices could automatically update based on changes made to sale...
Guest over 5 years ago in KashFlow Payroll 0 Acknowledged

Reformat page for Online payment icon on invoices

clientservices Sep 27, 13:34 BST This is an email I sent to my accountants with regards to an issue with payment of Online invoices. Has Kashflow been updated recently? I have just set up a test invoiced and emailed it to myself and opened th...
Guest over 5 years ago in IRIS KashFlow / Payments 0 Acknowledged

When you have EC transactions, you must tick a box in the settings to set the nominals codes for EC transations. it defaults to selecting all. this then means that any N/A vat transations appear on a vat return. so you have to untick all nominals. why not have the default to select NONE, and then the individual selects the nominal for the EC transactions

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Guest over 5 years ago in IRIS KashFlow Connect 0 New

Sort by Unpaid should show the unpaid total

On the old UI if sorting by 'unpaid' it would then show the total of the unpaid amounts on the invoices. It was very useful for a quick overview of the total amount unpaid on all of the invoices. It now just shows the Total of all invoices but als...
Guest over 5 years ago in IRIS KashFlow / Invoicing & Quotes 3 Acknowledged

Add a Project to multiple invoices

Specific projects (these are teaching courses in our system) are paid through paypal, all courses have a unique title that can be searched e.g. searching for "14th" brings up all the delegates who have paid for the "Uropathology EQA meeting and 14...
David Griffiths over 5 years ago in IRIS KashFlow / Projects 1 Acknowledged

Archive old quotes

My quotes list has about 200 quotes in, it would be great if you could archive them to hide them from the main list as i dont want to delete them as often a customer will come back a year later refering to a quote i thought was dead. this way i co...
Steve Taylor over 5 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

Global Project Report to contain all p/l categories

I would like to have a report that gives p/l by project. At present, I have over 40 live projects and to run a p/l report means that I have to go into each one, run a profit and loss report, download it the data. Then transfer that to a main sprea...
Alison Bryan over 5 years ago in IRIS KashFlow / Projects 1 Acknowledged