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Multiple Invoice Templates - Different template for different customers

Possibility of multiple invoice templates to be used at the same time so you can choose which one to use when creating invoices. I mean to choose when you click on New Invoice and not via Settings which would change the template for all future inv...
Guest almost 9 years ago in IRIS KashFlow / Uncategorised 1 Acknowledged

Automated defaulting to correct purchase code for a supplier when creating a purchase when matching bank transactions

At the moment when I am matching bank transactions, and creating a new purchase, it does not automatically default to the correct purchase code and VAT rate which I have already created for each supplier. I have already assigned each supplier with...
Guest almost 9 years ago in IRIS KashFlow / Uncategorised 1 Acknowledged

The ability to export the quote listing to a CSV file, or the ability to run a 'Job board' within Kashflow

To be able to export the quotes list to a CSV file at any time to create a 'job board' for recording progress or alternatively more reports and options on the quotes screen to do this.
Guest almost 9 years ago in IRIS KashFlow / Uncategorised 1 Acknowledged

Link Purchases with Invoices for nice & clean breakdown

Link Purchase order (cost) against invoice (sale) for a clean breakdown per invoice. I was thinking about nice way of displaying your cost vs sales as per invoice basis directly from invoices page inside Kashflow. So by linking invoice with specif...
Guest almost 9 years ago in IRIS KashFlow / Uncategorised 0 Will not implement

Icon to show that invoices have been sent please

I can't send my invoices by Email as I have to include other paperwork with them, therefore when I print an invoice to send it would be great if there was a "sent" icon to click so that then I know that particular invoice has been dealt with and s...
Guest almost 9 years ago in IRIS KashFlow 1 Already exists

Alternative VAT periods

Small businesses in Ireland have 2 monthly or 4 monthly Vat periods rather than yearly or quarterly. It would be great if these could be supported directly in the software (versus using customised reports).
Guest almost 9 years ago in IRIS KashFlow / Uncategorised 0 Acknowledged

Additional Custom Fields on Invoices, Receipts, Etc

Adding additional boxes onto invoices etc so you can have a purchase order number as well as job numbers etc
Guest almost 9 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

Post code search

Post code search with drop down of all addresses linked to that postcode instead of entering each line manually when adding a new customer. Would make it a lot easier
Guest almost 9 years ago in IRIS KashFlow / Uncategorised 3 Acknowledged

Warning when invoice is being overpaid.

It is not possible to use the bank feeds as they automatically allocates full payment to a invoice even if there is just 1p outstanding.
Guest almost 9 years ago in IRIS KashFlow 0 Already exists

Faster Sales Invoices

Enable a button on the invoices so that you can easily create a new sales invoice. A "Save and New" would be handy so that once the sales invoice was created you can hit the button and create a new invoice instead of having to go through the custo...
Guest almost 9 years ago in IRIS KashFlow / Uncategorised 1 Acknowledged