Submit Idea
SUBMIT IDEA

IRIS KashFlow

Showing 2941

Enable statements to be printed out I. The currency they were invoiced in , in my case euro’s

I send invoices to one of my customers in euros. They require monthly statements detailing all invoices and payments. These need to be in the currency I invoiced them in , which in my case is euro’s. I cannot do this in your software so I will now...
Guest over 2 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

Include the date fields on the Global Project Report

The global project report needs the two date fields to be included as it would be very useful when export this so that it can be manipulated in excel and things like gantt charts etc can be used.
Guest over 7 years ago in IRIS KashFlow / Projects 0 Acknowledged

Amend customer details via CSV (or API)

Problem It is not possible to amend an existing Customer records via CSV. Managing the accuracy of data is required by law, amending manually in KashFlow is slow and inefficient. I have systems that check the company name, the registered addres...
David Evans almost 5 years ago in IRIS KashFlow / Customers 0 New

Add OUTSTANDING BALANCE as a text substitution option so that it can be included In statement emails

Customers seem to respond well to being told exactly how much is overdue on their account. It would make sending out statement emails much easier if the total outstanding amount could be included in the body of the email via text substitution.
Janet almost 5 years ago in IRIS KashFlow 0 New

30 day statements

It would be good to be able to send a statement to all customers with balances over 30 days as a batch.
Guest over 7 years ago in IRIS KashFlow / Customers 0 Acknowledged

Sales Reporting

Hi, We need to see at the end of an accounting period what Sales/Purchase Invoices are at what rates of VAT? At the moment there is no such report and im finding it very difficult to produce /reconcile my accounts without such basic information. G...
Guest over 7 years ago in IRIS KashFlow / Reports 0

Report to show sales 'totals' based on 'product code' (not just sales code) all in one spreadsheet!!!!

At present the total number of products sold in a time frame can only be shown one product at a time in the sales history. This is very time consuming analysis if you have many products. Alternatively you can view income by product but it doesn't...
Nick Robinson almost 5 years ago in IRIS KashFlow / Reports 0 New

Monitoring payment times for all customers in single report.

It would allow succinct means of identifying 'Average time to pay' for all customers. Sales people would be able to have this to hand when discussing new business and also provides improved management information.
Guest over 7 years ago in IRIS KashFlow / Reports 2 Acknowledged

Single entry on supplier/customer account for payments/receipts

Please can the customer/supplier amounts just show the amount from the bank statement in the account, with the ability to drill down as every other book-keeping package does. It is frustrating when looking for a payment or receipt on an account to...
Guest over 2 years ago in IRIS KashFlow / Other 0 New

P&L report for cash accounting

Any business who runs a cash accounting business would find this useful. The VAT return takes this into account, but the P&L is currently a traditional report based on invoice raised, Whilst the Business activity report helps, it would be very...
Guest almost 5 years ago in IRIS KashFlow / Reports 0 New