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My Ideas: IRIS KashFlow

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Pojects - Add a Margin % to the financial section

It would be great to see the margin % on the project financial screen as well as target and actuals
Guest over 7 years ago in IRIS KashFlow / Projects 0 Acknowledged

posting multiple expenses

In other bookkeeping systems I can go onto an expense and allocate it then it shows all other items with the same description and I can bulk post these and the VAT is the same is set on the first posting. I want to do multiple postings from the “o...
Guest over 7 years ago in IRIS KashFlow / Other / Purchases 0 Acknowledged

provide a tool for collecting payments on a per-statement basis

Provide a link for customers to pay the full amount owing from a statement instead of only having the pay online link on the individual invoices. It would be beneficial for accounts that have multiple overdue invoices, by providing more incentive ...
Guest over 7 years ago in IRIS KashFlow / Payments 0 Acknowledged

Add frequently used buttons (add invoice, add purchase etc) along top bar so always available

Hi Would it be possible to add some frequently used buttons along the top line? For example create invoice, create purchase? I find it time consuming to go click back two steps after creating an item in order to create another.I realise that not e...
Guest over 7 years ago in IRIS KashFlow / Invoicing & Quotes 0 Already exists

Monthly income reports for Quotes

I would like to see a report available for Quotes before they get generated to invoices so my business can track monthly income on potential orders as alot of my orders dont get turned into invoices til much later on.It's important to keep track o...
Guest over 7 years ago in IRIS KashFlow / Reports 2 Already exists

Please can we upload bank details onto a customer record

Seems ridiculous that we can upload everything else but not the bank account and sort code
Guest over 7 years ago in IRIS KashFlow / Customers 0 Will not implement

Colored filters / highlights that can be applied to bank statements according to criteria.

When reviewing bank statements in Kashflow it is sometimes irritating to have to select an entry and open up the more details section in order to see Vat percentage and amount. Having an optional filter would enable users to quickly highlight tran...
Guest almost 8 years ago in IRIS KashFlow / Bank 0 Acknowledged

Use delivery address automatically when you do a delivery note

This function is currently not possible but I think it makes perfect sense if you have saved the delivery dress (when you enter customer details on) and invoice can go to the usual address and when you click on delivery note or packing slip it cou...
Guest almost 8 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

Working tax credits access

Hi, the information that working tax credits are asking for from people that are self employed has increased. It would be beneficial if we could grant them access in the same way we can grant access for accountants.
Guest almost 8 years ago in IRIS KashFlow / Other 0 Will not implement

New Report - Invoices paid on a particular date or date range

it is important to us to knwo what has been paid as business actions are taken as a result of the payment
Guest almost 8 years ago in IRIS KashFlow / Reports 0 Acknowledged