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can you add a feature where I can create an 'Application for Payment' as well as invoices and quotes?

This is very useful for the construction industry where for VAT purposes we have to send an 'App for Payment' to the client first and then once payments are received into our bank we then have to send the invoice.
Guest over 6 years ago in IRIS KashFlow / Payments 0 Will not implement

Integration with ConnectWise

I've just finished a call with an ex customer who complained that the only reason he didn't go ahead with KashFlow was because it lacks integration with ConnectWise. If we are able to add this integration, there would be many more clients who woul...
Guest over 6 years ago in IRIS KashFlow / Partner Apps 0 Acknowledged

Add a narrative on invoices

When downloading invoices, I believe it would be useful if there was a narrative rather than just a reference number in order to show the work carried out so that clients know what each invoice is for. This feature is available on Sage.
Guest over 6 years ago in IRIS KashFlow Connect / Other 1 Already exists

Reassign bank codes for multiple transactions at once

If you want to reassign the bank codes of multiple transactions, you have to click in to each transaction and change the code one at a time. It would be useful to be able to select multiple transactions and change their bank codes from one screen.
Guest almost 7 years ago in IRIS KashFlow / Bank 0 Acknowledged

sales reps

There is no SALES REP option at the moment - only the SOURCES (which are not the same) Imagine that a client is picked up by an advertising campaign (the SOURCE) and you then have several sales reps who can sell services to her, from different dep...
Guest almost 7 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

Date field on line items

When you're providing a date based service, the date of the service supplied is unlikely to match the invoice date or due date. A typical example being if a customer orders a 1 year web hosting package from me on the 1st April 2018 - I need to sho...
Guest almost 7 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

Email Confirmation Sent For Purchases

When looking at invoices you can see straight away which invoices haven't been emailed as they don't have the grey emailed icon. Can we please add this feature to Purchases, as there is no indication if an Purchase hasn't been emailed out. This is...
Guest almost 7 years ago in IRIS KashFlow / Purchases 0 Acknowledged

Create transfers between bank accounts by using a csv.

Rather than using the "transfer money" button, a csv could be uploaded with multiple lines of transfers to make between two accounts that would be done in one go. In our case, we would use this to automatically record all the daily transfers from ...
Guest almost 7 years ago in IRIS KashFlow / Bank 0 Acknowledged

Give unsent invoices their own column rather than appending to inv no or give them their own view

Whilst the sent invoices icon is very handy, our process dictates that we add all invoices for the invoice run then email them as the last thing we do once we ensure everything required is added. The sent icon is helpful but if it had it's own col...
Guest almost 7 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

Profit & Loss, Reporting by Customer

The projects ability within Kashflow accounting is good and it enables to drill down project-by-project, the profit and loss accounts etc. The same functionality would be great for customers providing the ability to drill down the profit & los...
Guest almost 7 years ago in IRIS KashFlow / Reports 0 Acknowledged