Submit Idea
SUBMIT IDEA

IRIS KashFlow

Showing 2941

Reports to show if Product or Project Code has not been entered

It would be very useful to have a report that showed if on Sales or Purchase ledger you had omitted adding a Product or Project code. Then you could go back in and amend the transactions
Guest almost 4 years ago in IRIS KashFlow / Reports 0 New

Control to prevent data import for wrong client

During a busy day I had been working on a number of Kashflow clients When working on company B, I was importing data, by mistake I used the user ID and password for company A Can you believe that rather than getting an error message the data for c...
Guest almost 4 years ago in IRIS KashFlow / Other 0 New

Make it possible to add information to customer statements i.e. bank details

No description provided
Guest almost 4 years ago in IRIS KashFlow / Other 0 New

EUR or USD payments

For some of our customers we prepare EUR or USD invoices. And we receive EUR or USD payments. Sometimes we receive partly payments. But it is not possible to proceed these payments in USD/EUR curreny on Kashflow right now. Also we can record only ...
Guest almost 4 years ago in IRIS KashFlow / Payments 0 New

EUR or USD invoices

For some of our customers we prepare EUR or USD invoices. But it is not possible to get their account statements as EUR or USD. Statements always comes in GBP currenct automatically.
Guest almost 4 years ago in IRIS KashFlow / Customers 0 New

Allow ability to remove the product column from purchase template.

Every time I purchase an item I have a product column and a description column, but only want the description. There is no way to remove the Product column which is very irritating when I don't need both.
Guest almost 4 years ago in IRIS KashFlow / Purchases 0 New

REST API incremental load

Call down results in smaller portions, based on last updated field so you always get ALL changes. Minimises network traffic and costs on both ends for data movement plus time benefits etc.
Guest almost 4 years ago in IRIS KashFlow / Other 0 New

invoice Filtering

It would be useful if you could filter invoices by month. How many invoices and the values of invoice for the month of February did I send? How many invoices and the values of invoices are due for payment in the month of February? for example
Peter Oram almost 4 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

Shortcut from Dashboard for Quotes

I have noticed the financial information on the dashboard short cuts you to the data, however I am using the flags on my quotes and they show on the dashboard but you can not click straight to the data.
Guest over 7 years ago in IRIS KashFlow / Dashboard 0 Acknowledged

An quote & invoice line-item total including VAT

Customers keep asking me to put line item totals on their quotes when I send them with different options included.
Guest almost 4 years ago in IRIS KashFlow / Invoicing & Quotes 0 New