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Include the customer's Account number at the top of all of that customer's pages.

For some aspects of double-accounting, or looking-up records during a telephone enquiry, or even just keeping an offline job-book, 'old' Kashflow had the customer's account number on the page. Now it's not there - to go back from the invoice to ge...
Guest over 6 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

Payment due to suppliers by Payment Method

I would like a report showing amounts due to suppliers to include a sortable column for payment method. To explain, I put in the payment method for each supplier, eg Cheque, Direct Debit, BACS. I want a report so that I can see who to pay by chequ...
Guest over 6 years ago in IRIS KashFlow / Suppliers 0 Acknowledged

Purchase Order Report showing Job Numbers

I would like to be able to run a report on purchases for this year, with the job numbers on the report
Guest over 6 years ago in IRIS KashFlow / Projects / Purchases / Reports 0 Acknowledged

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 6 years ago in IRIS KashFlow / Invoicing & Quotes 1 Acknowledged

Customer Bulk Update Facility

Having imported around 400 customers onto Kashflow, I then created a new default PDF for invoices and changed the HTML code (to include delivery address) and in addition changed the default payment terms from 28 days to 30 days as a system wide se...
Guest about 3 years ago in IRIS KashFlow / Customers 0 New

Add dynamic date fields to line item descriptions

When creating recurring invoices it isn't possible to dynamically add info like 'month' to the service line item. E.g. Management fee - Nov 2021. This would allow recurring invoices to contain more relevant data when being sent. Currently the syst...
Guest about 3 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

Add currency options to recurring invoices

Recurring invoices save a lot of time, but with most businesses trading both domestically and internationally they will no doubt invoice in other currencies such as US Dollars. Currently, the system does not allow us to set up recurring invoices f...
Guest about 3 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

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 6 years ago in IRIS KashFlow 1 Planned

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 6 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 6 years ago in IRIS KashFlow / Uncategorised 0 Acknowledged