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Associate an Invoice with a Contact

Great - we can now have multiple Contacts for a Customer Now can we associate an Invoice (and Quote) with a particular Customer Contact - this would mean the Invoice is marked in some way as being associated with that Contact, emails to the Cust...
Charles Hewitt over 6 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

Trade Shift Integration

Please bring back the Tradeshift integration https://tradeshift.com
Charles Hewitt over 6 years ago in IRIS KashFlow / Partner Apps 1 Acknowledged

Add a check box next to email address for customers who have opted in to receive marketing emails

I diligently add all email addresses to my customer records. Obviously essential for communicating about invoices due etcc. Occasionally, I want to send offers to my list. I ask my customers in advance if they're happy to receive but have no way t...
Katrina Boydon over 6 years ago in IRIS KashFlow / Customers 0 Acknowledged

Allow Customer List (and Supplier List) to be Sorted by Date Added

I sometimes add several customers in one day and then go back the follow day to create a quote. I can't always remember the names and it is frustrating trying to find them again. Could be solved easily by having a Date Added column and allowing so...
Katrina Boydon over 6 years ago in IRIS KashFlow / Customers 0 Acknowledged

To include delivery address on invoices.

Please include an option to include the delivery address on invoices, which can be disabled if and when required.
Guest over 6 years ago in IRIS KashFlow / Invoicing & Quotes 0 Already exists

To change the 'Last year' and 'Last month' search parameters

When looking at customer and supplier accounts, I notice that selecting 'Last year' or 'Last month'., the page shows literally the previous year, ie. only invoices for calendar year 2017, or calendar month April. I think it would be far more logic...
Guest over 6 years ago in IRIS KashFlow / Invoicing & Quotes 0

Just thought it was something which could be improved on. We are in farming and when we sell cattle they are all different prices so unless I enter each one individually (which would be too time consuming to even contemplate) I can only enter a quantity of 1 and just have to put the number sold in the description column. If, as is usual, the amount doesn't divide exactly and I have put the amount in the total column and a figure in the numbers column, it divides it up as best it can for the individual amount (rate) and then puts the remainder in the VAT column (even when VAT is 0%) and alters the total. I can't put a total amount on its own without the system putting an amount in the "rate" column.

I would presumably be able to ascertain the total number of livestock sold more easily.
Brenda Southwell over 6 years ago in IRIS KashFlow / Uncategorised 0 Will not implement

Add Job Role to contact details

Contact details don't have a field for Job Role which is pretty essential. It would also be useful to have a separate telephone field for the customer than the primary contact because each contact may have direct dial numbers.
Guest over 6 years ago in IRIS KashFlow / Customers 0

Profit & Loss reports - select a DEFAULT reporting period

Whenever I run a P&L report - the default offering is "this year". I always have to change it to "this accounting period". I would guess that "accounting periods" are more commonly used than calendar years. - of course, you may have some bette...
Guest over 6 years ago in IRIS KashFlow / Reports 0 Acknowledged

Page selector

CAn you please put the page selector at the top of the page as well as the bottom, it is a fag having to scroll down before you can work through pages, or at least make it stay at the bottom, if I want to go from page one I have to scroll down, cl...
Guest over 6 years ago in IRIS KashFlow / Clients 0