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Accept worldpay payments in multiple currencies depending on the invoice currency

Depending on an individual account WorldPay can support multiple currencies to accept payments in, and so does KashFlow. Being able to recognize the invoice currency and match it against a WorldPay currency would enable invoices to be paid through...
Guest over 3 years ago in IRIS KashFlow / Payments 0 New

Main Menu - Capital 'I' for Purchase Invoices instead of poor grammar Purchase invoices???

Poor grammar, looks sloppy
Guest over 1 year ago in IRIS KashFlow / Purchases 0 New

Customer list - overdue balance column

An extra column adding to the customer page showing their overdue balance would help when chasing payments instead of having to go into each account to check what is overdue.
Guest about 5 years ago in IRIS KashFlow / Customers 0 Acknowledged

attach documents to bank transaction as an attachment

It would be a great idea to be able to attach copies of receipts to bank transactions. ie a photo of my fuel receipts. Xero has this option via their app and it is really useful. Please make this happen.
Guest almost 7 years ago in IRIS KashFlow / Purchases 1 Planned

Add a switch to select between 'Proforma' and 'Quotation' as it is created.

Quite a few of my customers want a quotation, but my system is usually set up for proforma invoice. If I send a proforma when they wanted a quotation, it would seem a bit presumptuous. So I have to go to settings and change from proforma to quotat...
Guest almost 7 years ago in IRIS KashFlow / Invoicing & Quotes 1 Acknowledged

During bank reconciliation, make running balance visible at all times as you scroll up and down.

When I'm doing a bank reconciliation, I like to check each day's statement balance against the running balance as I work down the list. To do this, I have to scroll up to the top to check the running balance and then go back to where I was. If the...
Guest almost 7 years ago in IRIS KashFlow / Bank 0 Acknowledged

Allow bank transactions that are created through the Match/Create/Transaction route to be allocated to more than one code. At present the system only allows you to post to one. Many invoices have more than one item ( carriage/assets/repairs/ etc). The same would be useful for bankings using the same process.

It will allow multi-item invoices to be created direct from the bank instead of going through the long winded creating an invoice route.
Guest almost 7 years ago in IRIS KashFlow / Bank 0 Acknowledged

I would like to be able to see quotes which have subsequently been converted to invoices.

It would benefit me and would be a tracking mechanism for the accounts department in my company
Guest almost 7 years ago in IRIS KashFlow / Invoicing & Quotes 1 Acknowledged

Remove prices on individual items,just one total on quote.

You have the ability to remove the end total on a quote / estimate but not the other way around. Id like to see the totals from each line removed to just show the complete total for all lines. Perfect for people who don't want to show individual c...
Gareth Hope almost 7 years ago in IRIS KashFlow / Invoicing & Quotes 1 Acknowledged

Using hours to manage holiday, sickness etc

We run variable shift patterns on a daily basis so an employee may work 10 hours on one day, 6 on the next. Unless the HR package can track activities in hours then it is useless to us.
Ralph Greenwall about 5 years ago in KashFlow HR 0