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P45's organised by financial year

Please can the P45's in reports be organised by financial year in which they were processed as a leaver? We are a recruitment agency and have a lot of leavers during the year and it would be beneficial to have an easier way to locate the employee ...
Guest about 7 years ago in KashFlow Payroll 0

An overtime report

You can see how much overtime over the course of a month & employees
Guest about 7 years ago in KashFlow Payroll 0

Projects / Jobs visible on invoice screen

When projects are assigned to an invoice they are not visible until you click 'edit' on an invoice. This is frustrating as when looking through old invoices I am unable to determine which project the invoice relates too without clicking on 'edit' ...
Guest about 7 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

Allow user to customise information that appears in Document Information section of payment reminder letters

Currently settings allows the user to customise the label given to various fields that appear in the Document Information section of invoices. However when generating a reminder letter an additional field appears in that section (the field Name wh...
Guest about 7 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

Product Dropdown menus do not function correctly when the number of overall products exceeds 100

I run a Nursing agency - my sales are against different types of shifts (Day, Night Sat, Sun Bank Holidays etc) but the same shifts are paid differently depending on the customer, facility, contracting route etc. So I use the product code to split...
Paul Roycroft about 7 years ago in IRIS KashFlow / Invoicing & Quotes 0

Have a list of template quotations to add to clients - option to search by quote name

Hi Team This is something that has really frustrated me for years and I wondered if there was anything you could do about it or a work around. My account now has 97 pages of quotations. In an ideal world I would like another search box not to sear...
Guest about 7 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

Change mulitple sales types/expenses/cost of sales in CSV format

We have changed our sales types and expenses, and i'd like to make changes to historic entries so that our new categories are accurate in a P/L sheet. Rather than going into each and every invoice and changing, it would be easier if I could down l...
Guest about 7 years ago in IRIS KashFlow / Reports 0 Acknowledged

Summary of a suppliers invoices

I want a report for a chosen supplier which lists the "description" field of what we purchased so I can track patterns. For example if I printed a supplier statement I would see the following minimum fields... Date Receipt No Due Invoice £ and de...
Andy Walker about 7 years ago in IRIS KashFlow / Purchases 0

Transferring credits between customers or suppliers

It would be useful if we could transfer a balance on a customer account to another account without having to split payments on in the bank. When we have client with more than one account with us, they tend to pay both accounts' balances with one p...
Gethin Davies about 7 years ago in IRIS KashFlow / Customers 0 Acknowledged

Google calendar integration

Automation is the name of the game these days. Just being in the cloud is a bit 5 years ago.
Guest over 7 years ago in IRIS KashFlow 0 Acknowledged