Skip to Main Content
SUBMIT IDEA

All ideas

Showing 3016 of 3016

Favourite reports per user or per account

Store favourite reports for each user rather than per company so that each user can have their own set of favourite reports.
Julie Shepherd over 7 years ago in IRIS KashFlow / Reports 0 Acknowledged

Add telephone numbers and emails to Packing Slips

We use our packing slips a lot. It would be useful for the customers telephone number/email to be displayed on the packing slip so when we send the orders to our carriers we don't have to supply the number separately
Guest over 7 years ago in IRIS KashFlow / Customers 0

Option to exclude archived accounts in the dashboard

When an account has been reconciled with zero balance and the account closed, I can archive it in Kashflow. I really don't need to see those accounts and zero balances in the dashboard.
Lindsay Smith almost 4 years ago in IRIS KashFlow / Dashboard 0 New

download the quotes page as a CSV file or Excel spreadsheet

I need to be able to download the quotes page as a CSV file or Excel spreadsheet on a regular basis.
Guest over 7 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

Automatic upload of Worldpay sales from Ecommerce sites

Like PayPal, it would be great if payments processed by Worldpay through Ecommerce websites automatically sent the info to Kashflow where invoices could be easily generated.
Guest over 7 years ago in IRIS KashFlow / Bank 1 Acknowledged

CIS Voucher that can be printed off from the payments receipts in the purchases department

IT would be useful as it would prevent having to type out a voucher to the contractors on a separate sheet therefor saving time. It would include a box for UTR number for the company and also the personal UTR number and verification number for the...
Guest over 7 years ago in IRIS KashFlow / Suppliers 0 Acknowledged

Bank Reconcilation Totals

It would be beneficial to have the Bank Reconcilation Totals as a Freeze Frame Header! I input over 300 Bank transactions per month, when reconciling I have to constantly scroll back up to the top of the screen to ensure that my totals are still m...
Guest over 7 years ago in IRIS KashFlow / Bank 0

Create invoices etc in XML format

We have a number of clients who wish us to send e-invoices and credit notes in XML format along with the existing PDF 'hardcopy' for direct integration to their systems. Example attached
Lloyd Naylor over 7 years ago in IRIS KashFlow / Invoicing & Quotes 1 Acknowledged

Add Expense 'What did you buy' details to 'Supplier Ref' field

I like that it's now a lot quicker to add expenses to Kashflow. Though I would like to see what the purchase was at a glance in the Supplier Ref, as you can with Purchases. It would be great if the details from the 'What did you buy' field could...
Guest over 7 years ago in IRIS KashFlow / Purchases 1 Planned

Abreviated Profit and Loss on dashboard

A really helpful feature would be if I could get my profit and loss as per current month and the accumulated for the running business year on to my dashbaoard, so at one plimpse I can see where my business stands. I just needs to be an an extract ...
Guest over 7 years ago in IRIS KashFlow / Dashboard 1 Acknowledged