Submit Idea
SUBMIT IDEA

All ideas

Showing 3285

Additional template for estimate

Currently we only have 2 templates 1 for quote and 1 for invoice, we currently need to change the quote template to estimate template to send to our customers, this is time consuming for a business. Can we have the option to make more templates.
Guest almost 3 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

I have a Client who has requested a project report that can be downloaded into a spreadsheet to show all invoices assigned to a certain project. At present the only way to get these details is to go into every supplier individually.

No description provided
Guest about 6 years ago in IRIS KashFlow / Projects 1 Acknowledged

Having a date invoice paid column to both purchase and invoice overview pages

Hi is there a way of seeing at a glance when both sales and purchase invoices have been paid? ie a column in addition to 'date' and 'due date'. i'm doing my end of year accounts and it would be really helpful when I come to doing the 'who owes us ...
Guest about 6 years ago in IRIS KashFlow / Payments 0 Acknowledged

Adding a new PDF theme

Re: https://www.kashflow.com/support/kb/pdf-themes/ When adding a new theme (+ add new theme) and selecting a template (classic or clean), the new theme created doesn't have the same options as the template. For example in the “basics” tab, the t...
Guest about 6 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

Anna Money bank feed

Anna Money (https://anna.money/) is missing as a bank feed, this would be very helpful for customers who use Anna as their bank.
Guest about 3 years ago in IRIS KashFlow / Bank 0 New

Sub Customer Accounts

Have a main customer set up and be able to add sub-customers under the main customer, so that customers that are part of a group but make one payment, all the invoices that relate to this group can we seen together.
Guest about 6 years ago in IRIS KashFlow / Customers 0 Acknowledged

Part numbers

We as a business recognise our products by their part number, so by having a field to put the part number before the description would be very helpful. We do not want to put the part number in with the description as they are different things. Mos...
Guest about 6 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

Have the option to change due date with invoice date

When creating an invoice, if the invoice date is later changed, it would be helpful to have an option so that the due date automatically changes with it to reflect the payment terms. e.g. if an invoice was dated 01/01/2022 and the payment terms we...
Guest about 3 years ago in IRIS KashFlow Connect / Settings 0 New

Ulster Bank Business UK bank feed

All other Ulster Bank accounts (UK and ROI) are included in the bank feeds - business would surely benefit from being included in this
Guest about 3 years ago in IRIS KashFlow / Bank 0 New

I need to delegate users where they are not able to see the Reports which contains the P&L etc.

To maintain confidentiality.
Guest about 3 years ago in IRIS KashFlow / Reports 1 New