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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

Invoices marked paid

We notice that invoices payable by direct debit are being stamped 'paid' even when the direct debit payment has not been received. When a direct debit is set up for (say) the 1st of each month, the instalment invoice produced on that date is stamp...
Guest over 6 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

Text facility against mobile number on a customer record

Contact customers/clients with an update e.g. Order ready for collection
Guest over 6 years ago in IRIS KashFlow / Partner Apps 0 Acknowledged

clients should have access to all their companies using only one log in detail and on single dashboard.

if the client have more than one company he/she should have access to all his/her companies using only one log in detail and on one single dashboard.. making it quick and easy for the client..
Guest over 6 years ago in IRIS KashFlow / Dashboard 0 Acknowledged

Advance reminder for imminent issueing of the next annual repeat invoice

We need to inform our anual repeat invoice custumers via email of the imminent issueing of the next annual invoice. Currentñy this is not possible in KF. So any option in KF to set the system for such an email to go out, like a month or two weeks ...
Guest over 6 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

Merging invoices

We sometimes get Purchase orders with combined totals from different quotations. For instance: 1 quoataion for repair truck A= £ 20 and another Quotation for truck B = £ 30 then Purchase order comes with Repair truck A and B = £ 50. Therefore to s...
Guest over 6 years ago in IRIS KashFlow / Invoicing & Quotes 1 Acknowledged