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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

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

Being able to use more characters and letters in the customer invoice box and the same invoice number

When we enter our credit notes this would be for example C195611111111. The box does not allow enough characters and needs to include letters as some of our clients use letters in their invoice numbers. We also are finding clients are using the sa...
Guest almost 5 years ago in IRIS KashFlow Connect 0 New

Display options

We can add new fields into customer and supplier fields but these do not appear on the customer/supplier transaction summary page. It would be useful to at least be able to nominate one field to appear on that page. A couple of examples: In...
Guest almost 5 years ago in IRIS KashFlow Connect / Settings 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