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SUBMIT IDEA

My Ideas: IRIS KashFlow

Showing 3006 of 3363

Unified Customer & Supplier Accounts

Sometimes I have clients who are also suppliers. Would it be possible to have a tick box in their details to be Customers as well as Suppliers to save putting the info in twice?
Guest almost 9 years ago in IRIS KashFlow / Uncategorised 2 Will not implement

Ability to Import Mileage Records via CSV

Currently, KashFlow allows users to export mileage data to CSV, which is great for reporting. However, there’s no option to import mileage records via CSV, making it very time-consuming to log regular or historic trips manually, especially for sel...
Guest 4 months ago in IRIS KashFlow / Reports 0 New

Remove the Overview screen for users.

Remove the option for basic or other managers to view the overview screen on customers and suppliers.
Callum Goldthorpe 4 months ago in IRIS KashFlow 0 New

HSBC Kinetic

Need HSBC kinetic as an option for banking as it is different to HSBC business.
Guest about 1 year ago in IRIS KashFlow / Bank 1 New

Date Entering Shortcuts

Can date short cuts be introduced to save time when entering a number of invoices/payments? It can be quite time consuming having to enter the full date every time. Examples being: 4 - enters 4th of the current month 4/3 - enters 4th March of curr...
Guest almost 9 years ago in IRIS KashFlow / Uncategorised 5 Acknowledged

Linking Stock Products/Components for Sales Units

It would be great to be able to 'build' a sales unit out of individual stock items. Once a sale is recorded, the stock decreases in the component items, thus making the control of stock much more automated and the monitoring of GP much easier. Thi...
Guest almost 9 years ago in IRIS KashFlow 0 Acknowledged

Manage payments

We will need to take and make payments through Ebay Direct soon. We can not at the moment convert payments into invoices on the system (as you can with paypal, have been told this by your support team) We will have no choice soon but to change to ...
Guest over 5 years ago in IRIS KashFlow / Payments 7 New

Add monthly totals to customer statements

This was submitted and acknowledged in September 2018 (and in 2017) so just bringing it to the forefront again. Very useful for customers to quickly see amounts due and especially overdue totals! Its the norm from most companies so looks a little ...
Guest 8 months ago in IRIS KashFlow / Customers 0 New

Let bank feeds be more than 90 days

Let bank feeds be more than 90 days, when a bookkeeper or accountant does work for a client it could be more than 90 days before they can have time to deal with bank feed transactions. It seems counterproductive that you have to import via csv any...
Guest 4 months ago in IRIS KashFlow / Bank 0 New

Automatically Email Invoice when Paid

Have the ability to set invoices to be emailed automatically to customers when they are marked as paid. Set customer by customer as not all customers require an invoice
Guest almost 9 years ago in IRIS KashFlow / Uncategorised 0 Acknowledged