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Fix the broken Bank Reconciliation resulting from the new UI implementation

The new UI for bank reconciliation had resulted in the process taking twice as long as under the old UI The old UI would automatically save the items markd as reconcilled so I could return later and continue. The new UI requires I manually save wh...
Paul Jansen over 1 year ago in IRIS KashFlow / Bank 0 New

paid stamp on purchase invoices

I think it would be a good idea on purchase invoice's when its paid, it can be marked with a PAID stamp so I can email the purchase invoice to the supplier, as some suppliers are wanting the details within the purchase and not just a remittance wh...
Guest almost 2 years ago in IRIS KashFlow / Purchases 0 Started

Default Time Period for transactions on the customer screen

There should be a way to change the default “Time Period” on the Transactions screen of the Customer Details page - or at least default it to something more sensible. I regularly go in there to find the last invoice we sent to a customer. But beca...
Rob Wheatley about 2 years ago in IRIS KashFlow / Customers 2 New

SETTING TRANSACTION DATES IN SALES AND PURCHASE ACCOUNTS

In the new version of Kashflow, the date in customer and supplier accounts defaults back to 01/01/2024 meaning no previous transactions can be seen. Not helpful when we're only on 04/01/2024! It would be helpful if I could set the default date mys...
Guest about 2 years ago in IRIS KashFlow / Customers 0 Acknowledged

NEW VERSION OF KASHFLOW PROBLEM Description text box on invoices needs to be larger.

Since the update, the text box is too small to see the whole description whilst typing which is causing errors.
Guest about 2 years ago in IRIS KashFlow / Invoicing & Quotes 0 Already exists

Make Customer selection easier

In the Customer Section, arranged alphabetically, it would help if the 'Page 1/2/3' etc'. function for searching out other customers beginning with the same letter, was also at the top of the page as well as the bottom of the page. If we have a l...
Guest over 1 year ago in IRIS KashFlow / Customers 1 New

Aged debtor statements

Could we have the feature of aged amounts on the debtors statements, showing the customer a breakdown of their overdue invoices ie. 30, 60 90 days etc. please
Guest almost 9 years ago in IRIS KashFlow / Uncategorised 1 Acknowledged

Improved bank reconciliation

As accountants performing reconciliations for clients we regularly have to unlock and relock the bank to perform routine tasks. I have used Sage and VT Transaction + previously and one once a bank reconciliation is done you never have to revisit i...
Guest almost 9 years ago in IRIS KashFlow / Uncategorised 1 Acknowledged

Labour costs for Projects

It would be useful if you could put in labour costs for projects so that you can get a better idea of profit or loss on projects. Thanks
Guest almost 9 years ago in IRIS KashFlow / Projects 3 Acknowledged

Please can you sort the dashboard issue

when logging in and taken to the dashboard, If you click to reports it will take you back to the dashboard on the first few attempts. It very annoying and I imagine quite simple to fix
Guest almost 7 years ago in IRIS KashFlow / Dashboard 0 Acknowledged