Submit Idea
SUBMIT IDEA

IRIS KashFlow

Showing 2941

option for employment allowance for small business

Small business don't pay any NI but Kaskflow assumes and lumps EEs & ERs together when transferring from payroll to accounting
Guest almost 5 years ago in IRIS KashFlow 1 New

Includes customer emails in auotmated back up

The automated backups do not include customer emails, which really would be essential info to have offline in the event of a Kashflow data breach, so we can fulfil the requirements of GDPR.
Guest almost 5 years ago in IRIS KashFlow / Reports 0 New

Invoices issued list as CSV with Customer Names

This would be great to be able to transfer this data to a cashflow forecast.
Guest almost 5 years ago in IRIS KashFlow / Reports 0 New

Allow project numbers to be alpha numeric not simply sequential. Or, to allow project numbers to be given an aoptional prefix or suffix.c

At present when creating a new Project KF generates the next sequential number. This is not ideal to our business we would prefer to allocate a 'project number' in an alpha numeric form, e.g. RFH 380. . We would be OK to leave the sequential numbe...
Guest almost 5 years ago in IRIS KashFlow / Projects 0 New

adjustable width of columns when viewing the Projects tab

Currently, the width of the columns in the Projects tab are fixed, so if you have long project names, you can't see the full name. the 'Customer' field is much wider, and to accommodate different user requirements, making the columns user adjustab...
Guest almost 5 years ago in IRIS KashFlow / Projects 0 New

Output VAT not marked as paid in the transactions and the calculation for Financial Overview

This is a request. Would it be possible to show all Output VAT not marked as paid in the transactions and the calculation for Financial Overview, as we have VAT taken quarterly and although we are aware of it the figures are skewed until it is mar...
Rob Pearmain almost 5 years ago in IRIS KashFlow / Dashboard 0 New

'Call Customer' reminder date

To add a basic CRM function to each customer account with 2 or 3 recall dates to be able to nte when to call for another order, or aequipment service. And then those recalls to appear on main page as a short report each day/week/month
Ian M almost 5 years ago in IRIS KashFlow / Customers 0 New

Globally change sales code

I want a feature to change the default sales code for all existing customers, I have edited my sales codes and I want to change the default sales code for all existing customers not just new customers but its not possible.
Guest almost 5 years ago in IRIS KashFlow / Customers 0 New

Add a DATE stamp along with the PAID stamp on invoices when they Print or are saved as PDF

Hi there, I dont know why this isnt already a function but whilst the screen display of an invoice shows the DATE PAID for an invoice, when you come to print it out or save it as a PDF that field is replaced by the invoice due date. I know you can...
Craig Riches almost 5 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

Change the end date of transactions for all customers in one go.

Sometimes the "end date of transactions" in the customer area stops at a date before the current one. This hides current invoices on the page. Please can the future date for all customers be set in one go (not each one individually)?
Guest almost 5 years ago in IRIS KashFlow / Invoicing & Quotes 0 New