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IRIS KashFlow

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Hi - I think that it would be useful for an extra box in the profile, for job description ?
Guest over 2 years ago in IRIS KashFlow / Customers 0 New

Authorise Purchases for Payment

The use of an authorised for payment check box would be useful so that invoices that had not yet been passed for payment could be logged but paid in error
Michelle Pierce almost 5 years ago in IRIS KashFlow / Purchases 0 New

GoCardless - Scheduled Invoice collection date

It would be helpful if we could set when the direct debit be collected when creating a scheduled invoice to be collected by go cardless. At the moment, it initiates a collection straight away. It would be handy if it waited a few days before creat...
Guest almost 5 years ago in IRIS KashFlow / Invoicing & Quotes 1 New

Option to include bank transactions on nominal export.

I need a full export of all transactions. My accountant asks for this each year, and its time consuming exporting the nominal report, then exporting each of the bank accounts transactions for the same date range to paste into the nominal export. A...
Guest over 2 years ago in IRIS KashFlow / Reports 0 New

Journal fliter improvements (Future, This Month)

In the Journal list page when last month is selected only get last months journals list. If select this month get this month and all future journals (for accruals and prepayments). Expected to just see this months. Would also be good to have a fut...
Nic Atkin almost 5 years ago in IRIS KashFlow / Other 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

not an idea just another moan about kashflow

Why!, on bank feeds do particular transactions not show on their specific date they are debited. What I mean is, i have examples of a payment of the 26th April 2022 which unless you show the range of 19th to 27th April, bizzarely it appears. But i...
Guest over 2 years ago in IRIS KashFlow / Bank 0 New