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Add 'Match to Existing Transaction' to the Paypal Convert Transaction Functionality

The current paypal functionality to convert transaction seems limited At the moment for Purchases and Transactions you only have the option of Creating or Deleting. It would be convenient if you could also match these transactions with existing tr...
Ed about 8 years ago in IRIS KashFlow / Uncategorised 0 Released

A payment acknowledgement email, after invoice has been paid

In a similar way to emailing invoices to customers via a button, a template for an acknowledgement of payment. This helps reassure customers who are BACSing us for the first time. This shouldn't be too hard to implement as it is me who is entering...
Guest about 8 years ago in IRIS KashFlow / Payments 2 Released

Can we please add Poland and other EU countries to the list of courntries on Payroll. Large number of our employees do not have UK address.

Can we please add Poland and other EU countries to the list of courntries on Payroll. Large number of our employees do not have UK address.
Guest about 8 years ago in KashFlow Payroll 1 Released

Report for Un-reconciled transactions

Report for Un-reconciled transactions so you can find out what has happened to them. Also to verify figures.
Guest about 8 years ago in IRIS KashFlow / Reports 1 Released

Sales reports

I a man looking for a daily sales report so that I can keep a track of sales. At the moment the only sales report that is available is one after the order has been invoiced. Can we have a sales report for non invoiced daily sales orders please
Guest about 8 years ago in IRIS KashFlow / Reports 5 Released

Updated guide

How about updating the guide that gets sent out to new customers who are signed up for the first time? It is badly out of date, to the extreme that it gives guidance to exporting to Digita... who is a competitor to the IRIS accounting/tax suite. H...
Guest about 8 years ago in IRIS KashFlow / Uncategorised 0 Released

Creating an invoice

I am trying to get a consistency when creating an invoice and entering a customer name into the customer field. I have a customer called Mr Albert Smith. If I type in Albert nothing appears, If I type in Smith, nothing appears, I have to type in M...
Guest about 8 years ago in IRIS KashFlow / Invoicing & Quotes 0 Released

Pay invoice from invoice listing

I'd like the option to add a payment from the invoice listing page. Some clients pay 2-3 invoices in one go. I'd like to be able to look at the list of invoices, tick the box on the left hand side, then have a icon top right (where assign project/...
Gavin about 8 years ago in IRIS KashFlow / Uncategorised 0 Released

Update product details if customer is changed on invoice

Hi, It would be great if the product details on an invoice are updated if the customer is changed on the invoice. We have had a few cases where an invoice is raised with the wrong customer on it (as the system defaults to a customer and sometimes ...
Guest about 8 years ago in IRIS KashFlow / Uncategorised 0 Released

An estimates report showing which estimates are "live" or open at any given point in time.

I would like a report which enables me to see which estimates are "live" or open at any given point in time.
Guest about 8 years ago in IRIS KashFlow / Uncategorised 1 Released