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Is there a way round my having to clear my cache every time I log in to KF? It is a total pita.

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Guest over 3 years ago in IRIS KashFlow / Other 0 New

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

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

Bank feed rule for supplier payments on account

It would be good to be able to set-up a bank feed rule for purchase ledger payments on account. I have tried to do this by creating a rule for a 'transaction' and coding to 'creditors control account' but then there is no option to select the supp...
Guest over 3 years ago in IRIS KashFlow / Payments 0 New

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