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Quarterly billing

All my invoices are quarterly so I’m stuck with manual at the moment
Guest about 6 years ago in IRIS KashFlow / Invoicing & Quotes 3 Already exists

Reinstate remittance advice reports for batch payments

We have always sent our suppliers an emailed remittance advice when making batch payments - the attached remittance advice, listing the items included in the batch, no longer works and we would like it reinstated, as there is no alternative way to...
Guest over 6 years ago in IRIS KashFlow / Suppliers 3 Already exists

Customer details saved in customer profile when creating an invoice

If the customer address & contact details are entered when creating an invoice, then the details should be saved either automatically or by giving the operator the option to save to the customer profile. Sometimes a Update Customer Records opt...
Chris Spencer over 6 years ago in IRIS KashFlow / Customers 1 Already exists

Automatic overdue invoice emails

I would like a feature so overdue invoices are sent out automatically after 30 days or whatever timescale I set. And then to automatically send it the final demands etc.
Guest over 6 years ago in IRIS KashFlow / Invoicing & Quotes 1 Already exists

Assigning batch payments to part paid invocies

When assigning a batch payment, I would like to be able to see part paid invoices listed so that I can clear the remaining balance. It seems a bit obvious and therefore I can't understand why it isn't already possible. Similarly, when a batch paym...
L Smith over 6 years ago in IRIS KashFlow / Payments 1 Already exists

Enable adding a repeat bank transaction to a supplier

We pay some suppliers by monthly standing order or direct debit, the amount being the same. It would be useful to be able to set up a repeat bank transaction tied to a supplier.
Anna Hales over 6 years ago in IRIS KashFlow / Suppliers 4 Already exists

Changing customer info wiithout changing historical information

Recently we had a customer who slightly changed their contact details. Not a new customer, same one, so we did not want to change historical information, only going forward. We did not want to add then as a new customer as they were already an exi...
Guest over 6 years ago in IRIS KashFlow / Customers 1 Already exists

Invoice list does not show 'supplied to' when more than one contact is entered

Invoice list does not show 'supplied to' when more than one contact is entered. When one contact is entered this field is filled, but when a second contact name is entered nothing shows here. This is an anomaly.
CEO over 6 years ago in IRIS KashFlow / Customers 2 Already exists

Project Details displayed on invoice display screen

It would be useful to be able to see a project name on an invoice when you display it. Currently you have to edit the invoice to see the project name. Also it would be great it you could add a report showing invoices which have not been allocated ...
Guest over 6 years ago in IRIS KashFlow / Projects 2 Already exists

Multiple email addresses when emailing out an invoice rather than having to cc or bcc each time

I have certain customers who want emails sent to 3 different people each time
Guest over 6 years ago in IRIS KashFlow / Customers 1 Already exists