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Bank feed post straight to projects

At the moment if you have departments/ projects after posting bank feed, you have go go back through and allocate to projects. I would like to post straight to the projects when I import the bank feed. There should be an additional option on the f...
Sharon Minkin ACA over 5 years ago in IRIS KashFlow Connect / Other 0 New

Nominal Ledger Favourite report

I run the nominal ledger report to see what is being spent to run the business outside of cost of sales. I find that I am always having to untick the same categories each time I want to run the report. It would be useful if you could save the sele...
Guest over 5 years ago in IRIS KashFlow / Reports 0 Acknowledged

Unable to activate csv uploads

When trying to activate CSV bank feeds a message appears at the top of the screen "primary contat email is blank or null" . Having checked the primary contact details and seeing it does have a valid email I contacted support on line. They just wan...
Guest over 5 years ago in IRIS KashFlow / Bank 2 Acknowledged

I would like to be able to pie chart or graph the costs for each project within a service company.

It would benefit construction and service companies as well as advertising and similar companies being able to provide visuals of the cost breakdown of each project for showing to the customer / tenant.
Guest over 5 years ago in IRIS KashFlow Connect / Reporting 0 New

Paypal import & VAT registered customers

In options for each customer, you can specify "add this VAT number to every new invoice". Unfortunately, if it is the PayPal import which creates the new invoice, that VAT number setting is ignored. This should be added to these automatically crea...
Rich Mellor over 5 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

Make Repeat Invoices Use New Sales Code Prices if They're Updated

At the moment, if you update the price of an existing sales code, you have to manually change every single invoice that uses the sales code for it to use the new price. If recurring invoices could automatically update based on changes made to sale...
Guest over 5 years ago in KashFlow Payroll 0 Acknowledged

Reformat page for Online payment icon on invoices

clientservices Sep 27, 13:34 BST This is an email I sent to my accountants with regards to an issue with payment of Online invoices. Has Kashflow been updated recently? I have just set up a test invoiced and emailed it to myself and opened th...
Guest over 5 years ago in IRIS KashFlow / Payments 0 Acknowledged

When you have EC transactions, you must tick a box in the settings to set the nominals codes for EC transations. it defaults to selecting all. this then means that any N/A vat transations appear on a vat return. so you have to untick all nominals. why not have the default to select NONE, and then the individual selects the nominal for the EC transactions

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Guest over 5 years ago in IRIS KashFlow Connect 0 New

Sort by Unpaid should show the unpaid total

On the old UI if sorting by 'unpaid' it would then show the total of the unpaid amounts on the invoices. It was very useful for a quick overview of the total amount unpaid on all of the invoices. It now just shows the Total of all invoices but als...
Guest over 5 years ago in IRIS KashFlow / Invoicing & Quotes 3 Acknowledged

Add a Project to multiple invoices

Specific projects (these are teaching courses in our system) are paid through paypal, all courses have a unique title that can be searched e.g. searching for "14th" brings up all the delegates who have paid for the "Uropathology EQA meeting and 14...
David Griffiths over 5 years ago in IRIS KashFlow / Projects 1 Acknowledged