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IRIS KashFlow

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Record CIS Certificate received on each invoice

I would like to be able to somehow add that we have received a CIS certifcate from the customer we have invoiced. We have to send our invoice with the CIS dedcuction on it, it would be good to be able to go into each invoice, and tick a box maybe,...
Carey Hall over 4 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

Add a trigger to enable Zapier to recognise a new invoice

I have been using Kashflow since 2014 and it is the centre point of my company management system. Whenever I receive a new order, it is immediately placed into Kashflow as an invoice. I am trialling Zapier as a means to help automate as much of my...
Guest over 4 years ago in IRIS KashFlow / Partner Apps 0 New

To be able to part ship orders

We have a lot of part shipments from orders & it would be very useful to be able to invoice part of the order and the balance at a later date.
Jeremy Goldberg almost 9 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

When creating a new rule within the Bank Feed provide more criteria for transaction selection

Currently when creating a new rule in the Bank Feed area, I can only search for transactions by text. I would like to be able to search for transactions to create a rule using other criteria such as the Amount of the transactions being equal to or...
Michelle Bennett over 4 years ago in IRIS KashFlow / Bank 0 New

Allow a Project to be added to an Expense

Because users might want to report on Expenses within a project and right now we have to key a full Purchase invoice in order to allocate a project to a purchase which takes much longer to key.
Michelle Bennett over 4 years ago in IRIS KashFlow / Purchases 0 New

List bank rules in order of last used

Some bank rules pages can become quite large. To speed up the page it would be helpful to know which rules are no longer being used so that they can be deleted.
Dominic Pascal over 4 years ago in IRIS KashFlow / Bank 0 New

Sort Categories on quotes page

When you select manage categories on the quote page it would be good if you could sort them. i manage them by year so it would be good at year end to rename and then add won and lost again at the top
Steve Prosser over 4 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

the option of Letters to be added to the invoice numbers also allowing us to facilatate a customers to settle the statement by card via phone, in the normal way.

It would be very helpfull to have letters as well as numbers for invoices a problem with your facility. We raised two invoices for a customer. We then went to statement. We obviously thought there was a facility at hand allowing us to facilatate a...
Guest almost 9 years ago in IRIS KashFlow / Invoicing & Quotes 1 Will not implement

Sending statement and invoice together with ViaPost

We still have the requirement to send out paper invoices each month and with certain clients they prefer the inclusion of a statement. Have enabled the ViaPost service with KF and does work fine for sending invoices or statements only, there doesn...
NKB almost 9 years ago in IRIS KashFlow / Uncategorised 0 Acknowledged

CIS

My Accountant can't help me with this, unless I am able to report it into Kashflow.
Guest almost 9 years ago in IRIS KashFlow / Other 1 Already exists