Submit Idea
SUBMIT IDEA

IRIS KashFlow

Showing 2943

Bulk change nominal code / project for imported transactions

For repetitive transactions, imported by CSV file (e.g. credit card transactions) it would save time and reduce errors if they could be selected in bulk (within the Bank > [individual account] screen) and have nominal codes assigned to them thi...
Guest over 6 years ago in IRIS KashFlow / Bank 0 Acknowledged

Pay Online Button available on monthly statements

We have customers who pay monthly and it would be a lot easier if we could put "Pay Online Button" on a statement. At the moment you can only have it on separate invoices which means the customer has to go to every each one of them to pay. Availab...
Barbara Laczny-Gomez over 6 years ago in IRIS KashFlow / Payments 0

Export only current customer data, excluding archived customers

This would be useful to only export current customers so that I'm not sending group information to people that are no longer part of our business.
Alastair Duncan over 6 years ago in IRIS KashFlow / Customers 0 Acknowledged

Invoices marked paid

We notice that invoices payable by direct debit are being stamped 'paid' even when the direct debit payment has not been received. When a direct debit is set up for (say) the 1st of each month, the instalment invoice produced on that date is stamp...
Guest over 6 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

Text facility against mobile number on a customer record

Contact customers/clients with an update e.g. Order ready for collection
Guest over 6 years ago in IRIS KashFlow / Partner Apps 0 Acknowledged

clients should have access to all their companies using only one log in detail and on single dashboard.

if the client have more than one company he/she should have access to all his/her companies using only one log in detail and on one single dashboard.. making it quick and easy for the client..
Guest over 6 years ago in IRIS KashFlow / Dashboard 0 Acknowledged

Advance reminder for imminent issueing of the next annual repeat invoice

We need to inform our anual repeat invoice custumers via email of the imminent issueing of the next annual invoice. Currentñy this is not possible in KF. So any option in KF to set the system for such an email to go out, like a month or two weeks ...
Guest over 6 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

Merging invoices

We sometimes get Purchase orders with combined totals from different quotations. For instance: 1 quoataion for repair truck A= £ 20 and another Quotation for truck B = £ 30 then Purchase order comes with Repair truck A and B = £ 50. Therefore to s...
Guest over 6 years ago in IRIS KashFlow / Invoicing & Quotes 1 Acknowledged

Payment

We often get our clients to mark an invoice as paid for their own debtors control purposes, however tell them not to touch the bankfeed, as we would deal with that on their behalf for VAT return preparation. However lets say two customers have th...
Guest over 6 years ago in IRIS KashFlow / Bank 0 Acknowledged

Re-allocation of Advance Payments/IRIS Snap

If you import the bankfeed prior to publishing invoices via IRIS Snap, and have matching rules created for payments to be offset against the supplier accounts, then the payments via the bankfeed automatically get assigned to advance payment agains...
Guest over 6 years ago in IRIS KashFlow / Payments 0 Acknowledged