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Invoice capture

The ability to capture invoices for easier upload - currently only an option from 3rd Party -making it a costly addition. Nearly all of the competitors offer this facility as part of the package
Guest over 3 years ago in IRIS KashFlow / Purchases 1 New

Main Contact for customers

When invoices are created, the main contact is included in the invoice address. If the main contact is changed for a client, the contact for all previous invoices is changed (so that when an old invoice is printed, the new main contact appears, ra...
Guest over 3 years ago in IRIS KashFlow / Customers 0 New

Show Invoice / Purchase Notes in the activity report

Currently, the Notes column that appears on the activity report is always blank if you select "All Items" as opposed to "Only Paid Items". When reporting on all items, it would make sense to show either payment notes where they exist or the releva...
Guest almost 7 years ago in IRIS KashFlow / Reports 0 Acknowledged

Make the columns in bank feeds the same as they are in reconciliation

Very simple and small, but when you're flitting between multiple accounts, bank feeds, and reconciliations it does get confusing that money in and money out are in different columns. e.g on our bank feeds it is 'money in' in left hand column and '...
Guest almost 7 years ago in IRIS KashFlow / Bank 0 Acknowledged

Multi addresses for one customer

To be able to send invoices or quotes to individuals which are linked to a Head Office account, so that follow up e.g. monthly statements for all sites are sent to one central address in one document not multiple quotes & invoice attachments
Guest almost 7 years ago in IRIS KashFlow / Customers 0 Acknowledged

add terms and conditions on second page of invoice

It's vital customers are aware of T&Cs, anything longer than a few sentences won't fit on the current invoice. To add them as an attachment to the email with the invoice means that a customer can claim not to have seen them whereas if they're ...
Guest almost 7 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

Bank payments and receipts associated with expense code so that VAT is accounted for correctly.

At the moment if you do not want to run a sales ledger (eg you only have Till sales) and are accounting for income through a bank account any adjustment to reduce the income is coded as INPUT VAT instead of a reduction of OUTPUT VAT which means th...
Guest almost 7 years ago in IRIS KashFlow / Bank 0 Acknowledged

A View button

Add a "View" button next to "Edit". This would (i) allow you to view details of an invoice not otherwise shown (eg job, product codes) without risk of changing anything accidentally and (ii) still work after the invoice is locked. Currently, if yo...
Guest almost 7 years ago in IRIS KashFlow / Invoicing & Quotes 0 Will not implement

project column to be filled automatically

i would like to be able to mark a project as a default project so when creating an invoice the project column will be filled automatically
Guest almost 7 years ago in IRIS KashFlow / Projects 0 Acknowledged

PDF themes, you do not allow more than one logo this should be improved so companies can add footers so they can incorporate accreditation's

Companies clients/customers
Guest over 3 years ago in IRIS KashFlow / Invoicing & Quotes 0 New