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Adding ability to add pay rate to payslip if using role facility on Payroll

Currently unable to show pay rate on payslips as we have entered a role i.e Receptionist for each member of staff this generates a Salary rather than hourly rate and therefore the rate of pay does not show on pay slip. Need to use the staff role s...
Christine Anderson over 6 years ago in KashFlow Payroll 0 Acknowledged

Read receipt for invoices etc

Would like to have the option of adding a read receipt for any invoices, quotes and statements emailed to customers. A few of our clients have asked for this.
Guest over 6 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

Need an additional tab for a quote

We provide quotes and then once agreed, convert that into a PO request which once complete convert that into an invoice so we need an addition tab for quotes. At the moment we keep having to change PO request to quotes in settings which is too con...
stephanie nicholas over 6 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

Create an Expense with two line items

To account for expenses that have zero and standard VAT rates, it would be easier to create an expense with two line items. This is possible when creating a purchase, but not an expense. This will allow expenses to be matched directly to the bank ...
Guest over 6 years ago in IRIS KashFlow / Bank 0 Acknowledged

Paypal Import and VAT registered businesses

At the moment, when you create invoices based on a PayPal import, we know that only one line is imported (blame it on the paypal API .as normal, rather than using the correct API...) Anyway, that first line always has the VAT rate set to 0% by def...
Rich Mellor over 6 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

Make the "Monthly Sales Report" do what the description says

The description of this report is "This report will give you a spreadsheet containing total quantity and value of each product sold for each month." But the content it gives is not that. Instead, a spreadsheet of the values of different SALES CO...
Alex Gibson over 6 years ago in IRIS KashFlow / Reports 0 Acknowledged

Grouping incorrectly allocated purchases

If you incorrectly allocate purchases to an incorrect project, it would be useful to be able to group a set of purchases and be able to re-allocate to different/correct project. You are able to do the same to reallocate sales invoices if the same ...
Guest over 6 years ago in IRIS KashFlow / Purchases 0 Acknowledged

P60 on employee portal

access P60 on employee portal
Guest over 6 years ago in KashFlow Payroll 0 Planned

Ledger balance on dashboard

There should be a way of showing a ledger balance on the dashboard. If I could show the current balance on my Mileage ledger, this would tell me how much I need to pay myself for mileage, i.e. another liability the same as the VAT liability. This ...
Guest over 6 years ago in IRIS KashFlow 0 Acknowledged

Allow Validation on Custom Fields

Hi Whilst not a priority it would be very useful to be able to set validation on the custom customer fields as created in Settings, Customer fields. For example field type create as Date - this would only permit valid dates to be entered , op...
Guest over 6 years ago in IRIS KashFlow / Customers 0 Acknowledged