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My Ideas: IRIS KashFlow

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Creating a Commercial invoice and Packing Slip

Post Brexit, for our customers in the EU, we have to raise an invoice in Kashflow, but then as there are no facilities to enter the essential additional details onto the system, we have to download the invoices and add the required info for each i...
Jo Triner about 4 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

Make an option to mark a supplier or customer invoice in query/dispute

This would eb a really useful tool
Guest almost 5 years ago in IRIS KashFlow / Suppliers 0 Acknowledged

Have the option to not show VAT info on invoices.

Although a VAT registered company 100% of my customers aren't VAT registered so don't need the confusing VAT info on their invoices. Even if it has to be included it would be better if the line total was inclusive of VAT but at the moment there is...
Ant Parker almost 5 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

Download Bank Statement

It would be helpful if I could download bank statement in a different format to csv. Its quite difficult to read, would be a lot easier in a pdf format.
Guest about 5 years ago in IRIS KashFlow 0 Acknowledged

Final Accounts do not meet professional standards. Can`t include accountants report.

Accountancy firms.
Guest about 5 years ago in IRIS KashFlow / Reports 0 Acknowledged

Overdue purchase/sales lists

When printing an overdue sales/purchases list, part paid invoices and overdue invoices cannot be generated to appear on the same list, this used to be a helpful feature when paying supplier invoices (working from the same list in order of due date...
Guest about 5 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

Global Invoicing Summary

When chasing clients for invoicing they are often coming back asking for breakdown at project level, not just client level. I see you have a Global Project Report which gives a fabulous summary of Income v Expenditure for our eyes only, but what I...
Guest about 5 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

Converting a Purchase to an Expense or Vice Versa

Sometimes more than one member of staff can access Kashflow and / or a previous member of staff may have added payments incorrectly.
Guest about 5 years ago in IRIS KashFlow 0 Acknowledged

CSV Uploads Duplicate Supplier Purchases

When uploading a CSV of supplier purchases the system doesn't reject purchases which are already on the supplier account. It will reject when adding manually but allows and invoice with the same date, supplier and invoice number to be entered.
Guest about 5 years ago in IRIS KashFlow / Purchases 1 Acknowledged

Overdue Email Reminder

I used to receive emails detailing which invoices have become overdue on a particular day. I have since been informed that this feature is no longer available. I don't want to use the automated system, because some of my customers just require m...
Guest about 5 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged