Submit Idea
SUBMIT IDEA

IRIS KashFlow

Showing 1680

Alert / Reminder when a purchase invoice becomes due

It would be useful to have a section on the dashboard that shows on the day a purchase order is due to be paid or has become overdue
Simon Hargood over 6 years ago in IRIS KashFlow / Purchases 0 Acknowledged

intergrated epos or third party epos intergration to allow instant sales and stock info updates

small shops or businesses with a shop/café facility have to manually adjust stock levels and input sales within the kashflow system. If at the till when an item was scanned and sold, it entered the sale in kashflow and reduced the stock levels acc...
Guest over 6 years ago in IRIS KashFlow / Other 0 Acknowledged

Projects / Jobs visible on invoice screen

When projects are assigned to an invoice they are not visible until you click 'edit' on an invoice. This is frustrating as when looking through old invoices I am unable to determine which project the invoice relates too without clicking on 'edit' ...
Guest over 6 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

Allow user to customise information that appears in Document Information section of payment reminder letters

Currently settings allows the user to customise the label given to various fields that appear in the Document Information section of invoices. However when generating a reminder letter an additional field appears in that section (the field Name wh...
Guest over 6 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

Have a list of template quotations to add to clients - option to search by quote name

Hi Team This is something that has really frustrated me for years and I wondered if there was anything you could do about it or a work around. My account now has 97 pages of quotations. In an ideal world I would like another search box not to sear...
Guest over 6 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

Change mulitple sales types/expenses/cost of sales in CSV format

We have changed our sales types and expenses, and i'd like to make changes to historic entries so that our new categories are accurate in a P/L sheet. Rather than going into each and every invoice and changing, it would be easier if I could down l...
Guest over 6 years ago in IRIS KashFlow / Reports 0 Acknowledged

Transferring credits between customers or suppliers

It would be useful if we could transfer a balance on a customer account to another account without having to split payments on in the bank. When we have client with more than one account with us, they tend to pay both accounts' balances with one p...
Gethin Davies over 6 years ago in IRIS KashFlow / Customers 0 Acknowledged

Google calendar integration

Automation is the name of the game these days. Just being in the cloud is a bit 5 years ago.
Guest over 6 years ago in IRIS KashFlow 0 Acknowledged

Bulk change nominal code / project for imported transactions

For repetitive transactions, imported by CSV file (e.g. credit card transactions) it would save time and reduce errors if they could be selected in bulk (within the Bank > [individual account] screen) and have nominal codes assigned to them thi...
Guest over 6 years ago in IRIS KashFlow / Bank 0 Acknowledged

Export only current customer data, excluding archived customers

This would be useful to only export current customers so that I'm not sending group information to people that are no longer part of our business.
Alastair Duncan over 6 years ago in IRIS KashFlow / Customers 0 Acknowledged