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Add Amount Paid to the top of the clients transactions profile

Hi - currently you have 'Total Invoiced', 'Amount Due' and 'Amount Overdue' at the top of the clients transactions page - if you also added 'Total Paid' to these you would have a full house of all the important information regarding the clients tr...
Rob Smith over 6 years ago in IRIS KashFlow / Customers 0 Acknowledged

Lock transactions but still allow nominal code to be amended

Once we lock the transactions in Kashflow we can no longer change the nominal code that the transaction is assigned to – we used to be able to re-allocate the transaction to a different nominal code, but make no other changes, which worked well. W...
Heulwen Thomas over 6 years ago in IRIS KashFlow / Uncategorised 1 Acknowledged

The option to add multiple Client Managers to a client on connect

So different staff members can on;y see the accounts they are assigned to.
Guest over 6 years ago in IRIS KashFlow Connect / Clients 2 Planned

Upload VAT report direct to IRIS openspace for client approval

I thinking it would be go if we could upload the VAT detailed report to IRIS openspace direct from kashflow, at the moment I have to save it as PDQ then log into IRIS opensapce to upload the detailed report for approval.
Guest over 6 years ago in IRIS KashFlow Connect / Reporting 0 Future Consideration

Undeliverable Email Notification when emailing invoices

Wonder why your invoices dont get paid? Customer then says they didnt receive it! so you send another copy... and they still dont pay! WE MUST GET A NOTIFICATION WHEN WE SEND AN EMAIL INVOICE TO A CUSTOMER AND THE EMAIL BOUNCES. Please consider th...
Guest over 6 years ago in IRIS KashFlow / Invoicing & Quotes 3 Acknowledged

We use bankrecipt.com to import receipts into Kashflow. Please could it be possible to allow the VAT % (code) to be imported from bankrecipt to Kashflow too.

Currently we have to review each transaction again (after it has been imported from receiptbank to Kashflow), in order to correct the vat %age from 0 to the correct rate or N/A. This is very time consuming.
Guest over 6 years ago in IRIS KashFlow Connect / Other 2 Will not implement

Put the 'Stay on Customer Details Page' option back when adding a new customer

Please can we have the option back to allow us to remain on the customer details page when adding a new customer. This option has been removed from the latest update. After entering full details, we now have to search for the new customer again to...
Rich Tapper almost 7 years ago in IRIS KashFlow / Customers 0 Acknowledged

Encryption of email attachments for GDPR purposes.

Invoice attachments can contain personal data which must be protected.
Guest almost 7 years ago in IRIS KashFlow / Invoicing & Quotes 2 Will not implement

Need a reference on invoices, want to label projects for a large client, currently have to go in and out of lots of invoices to find a past job.

No description provided
Guest almost 7 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

Delivery receipts on emailed invoices

A delivery email receipt would be useful to prove that emailed invoices have actually been received so there can be no dispute.
Guest almost 7 years ago in IRIS KashFlow / Invoicing & Quotes 4 Will not implement