Skip to Main Content
SUBMIT IDEA

All ideas

Showing 3016 of 3016

multi companies feature

hey. It would be great if you could add a multi companies feature that allow user that have more than one company to switch between them. Cheers. Ants.
Guest over 4 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

SMTP configuration - Allow email to be saved in IMAP Sent folder

Not all mail servers automatically save sent mail. Gmail does, but many don't. Hence if SMTP configuration is switched on, outgoing mail is not saved in sent mail. This is an issue as we want outgoing mail, e.g., invoices, saved. The solution is f...
Guest over 8 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

Purchase Orders in Projects

If there was a Purchase Order field in the Project page which dragged across to the global project report it would save me a lot of time doing VLOOKUP function searches and cross referencing for monthly reports. It could also automatically populat...
Jonny Shire over 8 years ago in IRIS KashFlow / Projects 0 Acknowledged

Sage converter to bring over customer and supplier default nominal code

When bringing over the supplier and customer data, can you make it so it brings over the default nominal codes for each customer and supplier too. At present, when a conversion is processed, all the data transfers perfectly, except it omits which ...
Guest over 8 years ago in IRIS KashFlow / Partner Apps 0 Acknowledged

Assign multiple Customers to a project

At the moment you are able to assign one Customer to a project but this doesn't auto fill the project box. To save time when posting invoices it would be good if, when you create invoices, those customers are automatically assigned to a project.
Guest over 8 years ago in IRIS KashFlow / Projects 0 Acknowledged

Allow users to create their own Quote Category

I need a quote category 'Ready for Invoicing' as we have just got Draft, Sent, Neg/Review, Closed - Lost/Won - which misses this stage out Can I add my own quote category?
Guest over 4 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

Quote templates - quote templates for different services so i dont have to write them out everytime or find one to copy

No description provided
Guest over 4 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

Online Payment Links on Invoice. When creating an invoice for a customer I'd like a button to toggle on/off the online payment link attached to the invoice. This is because I sell some high priced items that I don't want paid for through an online card payment system as the fees are astronomical. But on lower priced items I don't mind. Currently I have to go through multiple steps to disable the online payment option, to then create and send the invoice, before having to go through all the steps to re enable it. .

No description provided
Andy Harrold over 4 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

Unassigned Departments Report

To retrieve information which shows me a list of all items not assigned to a department
Guest over 8 years ago in IRIS KashFlow / Reports 0 Acknowledged

Date range to be the same from Profit and loss report to the nominal code breakdown

When entering the date range for the profit and loss or balance sheet report and then looking at the different nominal codes ie: sales, the date range changes. It would be of great help if it could copy the date range across.
Emma Ransom over 8 years ago in IRIS KashFlow / Reports 0 Acknowledged