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invoice received confirmations

when Ive sent a couple of invoices companies say they havent received them. So where at the bottom of invoice you can check its been sent on what date a time stamp would be helpful. Also would be nice if you could set up an email receipt back to m...
Guest over 7 years ago in IRIS KashFlow / Invoicing & Quotes 1 Acknowledged

Can we have a 'save and new' option on the expenses and bank transfers

When you raise a sales or purchase you can save and click straight on the create button on the same page to create a new one. However, when making a transfer on the bank accounts page or creating an expense you save and then the box disappears so ...
Abbie Wells over 7 years ago in IRIS KashFlow 1 Planned

Bank import matching screen to just show amount still outstanding

When matching a bank import against multiple invoices it would be useful if it just should the amount outstanding, and not the full original invoice amount.
Guest almost 4 years ago in IRIS KashFlow / Customers 0 New

Importing Kashflow CSV Back Ups into Kashflow

I have been informed that to back up the data, you need to go to Sage Export and download the four CSV files. The reason for needing to back up the data in my scenario is that the client (I work at an Accountancy firm) is moving away from Kashflo...
Guest over 7 years ago in IRIS KashFlow / Other 1 Acknowledged

Allow manual backups to be done when user requires

As new user of Kashflow and an accountant encouraging clients to use it, being able to do manual regular backups is essential. A back up before running a year end, or VAT reconciliation, or before making adjustments so that should something go wro...
Guest over 7 years ago in IRIS KashFlow / Uncategorised 0 Acknowledged

changing lay out on taking the payment page

This refers to the payment sequence when taking card details, in practice you always take, 1; Card Number 2; Expiry Date, 3; security Number, Please refer to your existing page This is how everybody gives information, by phone, this all adds to ...
Guest over 7 years ago in IRIS KashFlow / Payments 1 Acknowledged

auto post code recognition

POSTCODE RECOGNITION, is highly important to most users of card payment over the phone, this would naturally give an autofill facility overcoming a huge amount of time and sometimes frustration with Customers, particularly if not fluent English sp...
Guest over 7 years ago in IRIS KashFlow / Other 1

Flexibility to move logo on pdf templates

The option to range a logo left, centre or range right on a pdf template only exists on the classic theme. It should be available on any new theme so users can customise their invoices etc. After all, that's the customer-facing document.
Guest over 7 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

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

No description provided
Guest almost 4 years ago in IRIS KashFlow / Other 0 New

Adding products to a quote / invoice by searching the product code not the description.

As we give codes to customers, they use these when ordering. It would be easier to enter onto an invoice if you could just start typing the code. It would be much quicker. Also why is it each product code will only display up to 10 consecutive pro...
Rachel Nowak over 7 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged