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Kashflow SMS API

I think it would be useful to be able to send SMS reminders from within Kashflow either to confirm an Invoice has been received or payment due. It could be useful to engage lapsed customers as well. My thinking is that most people keep their phone...
Guest almost 9 years ago in IRIS KashFlow / Other 1 Acknowledged

REMINDER LETTERS,

I would like to be able to edit the headings on the reminder letters, this would help not to upset customers.
Guest almost 9 years ago in IRIS KashFlow / Other 0 Acknowledged

ease of checking paid invoices - -1 screen view

Currently if I am checking a bunch of invoices to see if they are paid. You have to search the invoice number -- then the invoice appears with the customer name to the right but you have to click into it again to see if it's paid or unpaid. I k...
Guest almost 9 years ago in IRIS KashFlow / Invoicing & Quotes 2 Will not implement

Metro Bank Feeds

Please can you add feeds for Metro Bank. This is the 21st century, the UK permits rapid account switching, we need these bank feeds for our accounting software. Or should we go to elsewhere to a package that does support it?
Rob Compton over 4 years ago in IRIS KashFlow / Bank 1 Acknowledged

Matching rules maximum limit

Frustrating that there is a limit for how many bank matching rules you can have.
Guest over 4 years ago in IRIS KashFlow / Bank 0 New

Ability to report on quantity purchased

Currently there is no way of reporting on quantity purchased. Need a report to display (for a selected supplier) invoices line by line detailing quantity, amount per unit and cost.
Jason Everitt almost 9 years ago in IRIS KashFlow / Reports 1 Acknowledged

Attach scan of actual invoice to purchase invoices

We currently scan all our incoming invoices to an online document management system. It would be very useful in Kashflow to able to attach a .pdf file to purchase invoices and maybe receipts, etc to cash payments so that they can be instantly open...
Nick Robinson almost 9 years ago in IRIS KashFlow / Purchases 1 Already exists

Upload a file to support transactions

Raise a journal and you can upload any file type (.pdf, .xls, .doc etc) of workings to support your entry. Files can also be uploaded to support customer, invoice, supplier, purchase etc entries, but crucially not .xls (spreadsheet) files. No file...
Guest over 4 years ago in IRIS KashFlow / Uncategorised 0 New

Ability to put Invoices on hold

We have a number of wholesale customers who place orders then due to budgeting, or other considerations need to put their order on hold. It would be great if we could put an invoice on hold rather than delete it. The monies showing as on hold and ...
Guest almost 9 years ago in IRIS KashFlow / Invoicing & Quotes 1 Acknowledged

CIS reverse change not to be applied to the full invoice value

Not all items on a contractor's invoice are subject to CIS charge - eg parking. Other financial packages allow to differentiate the treatment
Guest over 4 years ago in IRIS KashFlow / Purchases 0 New