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Report showing transaction for customers and specfic products by sales volume/value of order.

This would be helpful for targeting regular customers with offers for specific products who order in larger quantities
Guest about 6 years ago in IRIS KashFlow / Reports 0 Acknowledged

Fix Statement Printing BUGS

When I print a customer statement which needs more than a single page the last table row on the first page has no bottom border. There is no margin at the top of the 2nd page. The only way to fix this is to specify a top margin for the pdf theme ...
Paul Jansen about 6 years ago in IRIS KashFlow / Other 2 Acknowledged

Reinstate remittance advice reports for batch payments

We have always sent our suppliers an emailed remittance advice when making batch payments - the attached remittance advice, listing the items included in the batch, no longer works and we would like it reinstated, as there is no alternative way to...
Guest about 6 years ago in IRIS KashFlow / Suppliers 3 Already exists

Transaction report that includes project numbers

So I can ensure all transactions are allocated to a project
Guest about 6 years ago in IRIS KashFlow / Projects 0 Acknowledged

Remove report option for basic level user

We have set up a new user at basic level but need to remove reports option. This allows for staff member to see reports which shows salaries, profit & loss and expenditure etc. Can this be done?
Julie Aitken about 6 years ago in IRIS KashFlow / Reports 0 Acknowledged

Show me around - relocate or option to remove

Hello, Please can the 'Show me around' tab in the middle RH side of the screen either be relocated or have the option to remove completely. It's in the way sometimes, and some of our clients find it distracting. Many thanks
Heulwen Thomas about 6 years ago in IRIS KashFlow / Uncategorised 0 Acknowledged

Enable support for CapitalOnTap.com in Bank Feeds

Enable support for CapitalOnTap.com credit card transactions in Bank Feeds
Guest about 6 years ago in IRIS KashFlow / Bank 0 Acknowledged

Customer details saved in customer profile when creating an invoice

If the customer address & contact details are entered when creating an invoice, then the details should be saved either automatically or by giving the operator the option to save to the customer profile. Sometimes a Update Customer Records opt...
Chris Spencer about 6 years ago in IRIS KashFlow / Customers 1 Already exists

supply to customer but invoice to another address or person on sales invoice

I have an estate agent who needs to be a supply to customer on the invoice and invoice to separate company ie landlord or company Should be useful to be able to link customer database to allow different customers Needs to show on invoice suppl...
Guest about 6 years ago in IRIS KashFlow / Customers 0 Acknowledged

1) Implement date and time filtering 2) Add date and time filters to as many endpoints as possible

Because any integration will be based on date and time. Realistically, if a customer exports customers from KashFlow to another system automatically every 30 minutes, they aren't going to want to continuously send the same customer information eac...
Guest about 6 years ago in IRIS KashFlow / Partner Apps 0 Acknowledged