Skip to Main Content
SUBMIT IDEA

My Ideas

Showing 964

Matching Rules to have cost centre function

We would like the ability to add the cost centre into the matching rules, we have dozens of electricity payments coming out of the bank and they are all for different meters/cost centres so it would be great to have this function as a option
Guest almost 3 years ago in IRIS KashFlow / Bank 0 New

A report with department (aka Project) data on the report

Totally confused why we can enter department/project data at a transaction level yet cannot run a report on that information. The simple addition of the column for department/project on the Audit Trail would be the answer.
Guest about 3 years ago in IRIS KashFlow / Reports 3 New

When creating a new rule within the Bank Feed area, allow a Project to be added to a Purchases Invoice and Expense

Currently when I add a new rule to the Bank Feed to add a purchase invoice to a supplier record or an expense, there is no facility to add a Project to it. I then have to go into each purchase invoice that has been created by the rule and manually...
Michelle Bennett over 3 years ago in IRIS KashFlow / Bank 0 New

Add a field to options to show Customer / Supplier are not VAT registered -

Currently Kashflow assumes all suppliers / customers are VAT registered. This is now causing problems with HMRC reporting following UK Brexit & NI protocols.
Guest almost 4 years ago in IRIS KashFlow / Suppliers 0 New

The VAT reversal needs adding to quotes to mirror invoices.

No description provided
Guest almost 4 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

Please add additional fields on purchases and invoices for EORI numbers.

My EU suppliers and customers require my EORI number. For this to happen automatically on purchase orders, quotes, and invoices would save manual entry each time
Guest almost 4 years ago in IRIS KashFlow / Purchases 1 New

Stock to be included on the dashboard

Stock can be a significant asset Dashboard would be more meaningful if stock featured too
Guest almost 4 years ago in IRIS KashFlow / Dashboard 0 New

Bank transactions - default VAT settings

When importing bank feeds and I need to create a transaction, VAT is defaulted to 20%, when this is wages, drawings, tax payments etc why cannot the VAT code be set as a default for posting to those accounts? It is a pain having to do this manuall...
Guest about 4 years ago in IRIS KashFlow Connect / Settings 1 New

Strip pasted figures of commas

If I copy a figure from my bank, or a digital invoice, it often has commas in it. When I paste "3,892.94" into a transaction, eg transfers between accounts, you get an error message. Can't you get the input to strip the figure of commas? Keep the ...
Gavin about 4 years ago in IRIS KashFlow / Bank 0 New

signature on invoice or quote to except work

would it be possible to add a signature box on an invoice and quote, so that the customer can sign to except that they are happy to pay or except a quote
lee price over 4 years ago in IRIS KashFlow / Invoicing & Quotes 0 New