Submit Idea
SUBMIT IDEA

IRIS KashFlow

Showing 797

CUSTOMERS INVOICE

Have option to remove United Kingdom on customer profile as we do not always have customers details. So their name and United Kingdom doesn't look good.
Guest about 4 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

A report with department (aka Project) data on the report

Totally confused why we can enter department/project data at a transaction level yet cannot run a report on that information. The simple addition of the column for department/project on the Audit Trail would be the answer.
Guest about 3 years ago in IRIS KashFlow / Reports 3 New

Save filter settings

Every time I login and go into invoices or purchases the filters applied in the previous session are lost and I have to select "unpaid" and "100 items" each time.
Gary McDonald about 4 years ago in IRIS KashFlow / Invoicing & Quotes 1 New

Delete duplicate transactions in the 'ignore feeds' section

I had a problem with the bank connection, had to disconnect and re-connect. There are now many duplicated transactions in the ignored feeds. I hate having duplicates and a messy bank, does this stress anyone else out? There is no way to effectivel...
Guest about 2 years ago in IRIS KashFlow / Bank 0 New

I need a single report covering the P&L for a full year broken down by month without having to copy and paste each individual month to a spreadsheet

The full year P&L report should list each months activity and be customisable by date range to provide month by month comparisons without the need to download 12 monthly P&L reports. This will avoid the inevitable misalignment of nominal c...
Guest over 4 years ago in IRIS KashFlow / Reports 0 New

Bulk "settle purchase" of large number of payments for foreign invoices

Each year I have a large number of invoices from foreign companies in foreign invoices, which I pay. Thiis leaves me with either an "overpayment" or "Part Paid" against each invoice. This could be up to 600 iinvoices in a year. I need a way to BUL...
Guest about 1 year ago in IRIS KashFlow / Payments 0 New

Improving bank reconcilation - Starting Balance differences

When an opening bank balance is introduced using the "Start Balance" option from the bank does this actually get recorded on the balance sheet? It doesn't seem so? Therefore when the value is then added again later via journals for double entry bo...
Guest about 1 year ago in IRIS KashFlow / Bank 0 New

Add option to carry over attachments from a Quote once converted into an Invoice

KashFlow behaviour at the moment is that any files attached to a quote are removed once it is converted to an invoice. I think it would make more sense were there an option for attachments to carry over and remain attached to the resulting invoice...
Guest about 2 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

Purchase Order Tracking

The new feature of Purchase Orders (PO) is great. However, once the PO is converted to a Purchase, there is no record or field to say which PO was converted to make the Purchase. The option to carry over the PO number to the Purchase (as a field o...
Anonymous over 4 years ago in IRIS KashFlow / Purchases 1 New

to be able to assign an invoice to a particular address/job as well as entering the purchase invoice on the system for VAT / Accountant etc.,

this will save time as i have to repeat this procedure each invoice on various jobs that we have running as a building company
Guest about 1 year ago in IRIS KashFlow / Purchases 0 New