Skip to Main Content

KashFlow Ideas

Your ideas allow us to crowdsource feedback, gain customer insight and prioritise our roadmaps.

SUBMIT IDEA

IRIS KashFlow

Showing 2964

is there an option for Purchase Quotes

Please can you add an option for Purchase Quotes as we need to send lists of goods required for a quote from our suppliers. All we can see are Purchase orders which is a completely different thing?
Guest over 2 years ago in IRIS KashFlow / Purchases 0 New

Add net/gross/vat columns to purchase view

Can you add Net/Gross/VAT columns on the Purchase view? I use rules for when I'm importing transactions eg from my credit card statement. Once they're imported, I have to go to the Purchase tab, then scroll down and open each one individually to c...
Gavin over 4 years ago in IRIS KashFlow / Purchases 4 New

Integrate with Microsoft PowerBI

Would be great if I could view my Kashflow position within PowerBI so I can view many parts of my small business in one place. Noticed that Xero has supported it for two years:- https://www.xero.com/blog/2016/02/xero-microsoft-power-bi-big-data-f...
Guest about 7 years ago in IRIS KashFlow / Partner Apps 0 Acknowledged

Default wording in "Customer box" when creating quotes

Is it possible to change the software to enable the new quote screen to always default to “Quotation” in the customer box? Or it is possible for a software engineer to change? Many thanks, Jamie
Guest over 2 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

Define and initiate payments directly from KashFlow

KashFlow should be able to produce an XML formatted file that can be uploaded to bank to initiate SEPA, BACS and Faster payments.
Guest about 7 years ago in IRIS KashFlow / Payments 1 Will not implement

Add custom customer fields to invoice etc

Custom fields added to customer details should be selectable for display on invoices and quotes with choice of position. Customers often require information in addition to PO number such as Vendor number or other identifier for the person sending ...
Guest over 2 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

Why is there no field for your Registered Company Number?

In Company details, why is there not a field for your Registered Company Address? You have a field for your VAT number but there is no field to enter your Registered Company Number. The only option is to enter it into the address field but then it...
Guest about 7 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

Add a Custom Field Capability to Quotes

How can we include custom fields on Quotes? We are about to move our Draft Invoicing to your system from our old system wholesale this month but we are missing the ability to include a 'Your Reference' field. I realise we could put it in the comme...
Guest over 4 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

Hiding zeros on aged creditors and aged debtors report

When running the aged creditors and debtors report could any zeros be hidden so that any figures due are more easily seen and not hidden amongst a sea of 0.00's
Guest over 4 years ago in IRIS KashFlow / Reports 0 New

Attach expense invoices to projects

I want to track the actual costs of delivering a project
Guest over 2 years ago in IRIS KashFlow / Invoicing & Quotes 0 New