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Report showing source conversion over time

1. Choose time period (e.g. 2017) 2. See number of enquiries by source for that period 3. See number of paying customers by source for that period Fro example, I may have received 50 enquiries from Source A in 2017, of which 5 converted into payin...
Katrina Boydon almost 7 years ago in IRIS KashFlow / Reports 0 Acknowledged

Option to hide the 'Next/Previous' invoice/purchase arrows at the bottom

The new 'next/previous' purchase/invoice arrows at the bottom of the screen take up too much screen space. Not everyone uses large screen resolutions, particularly those on the go who use ultrabooks for example. I am sure the arrows may have use f...
Guest almost 7 years ago in IRIS KashFlow / Purchases 0 Acknowledged

Previous bank reconciliations should be listed in descending not ascending date order

No thought has been given to the listing of previous bank reconciliations. Right now it is listed in ascending date order which means that the first reconciliation on my account (from 2014) is shown at the top. This makes no sense as it obviously ...
Martin Baker almost 7 years ago in IRIS KashFlow / Bank 1 Acknowledged

Payslip csv upload

Hi, we operate a 24/7 business with 9 staff working various shifts with a shift potentially having different rates of pay ie they work 8pm-midnight and ‘day rate’ and midnight to 5am at ‘night rate’. We produce a rota in excel that calculates the ...
Guest almost 7 years ago in KashFlow Payroll 0 New

VAT Threshold Monitoring and entering Input VAT when not VAT registered

I can see from other Canvass ideas that Kashflow monitors your turnover and gives a warning when you exceed the VAT registration threshold (although I could not see that the help files mention this or how it works). I have two concerns over this: ...
Rich Mellor almost 7 years ago in IRIS KashFlow / Purchases 1 Acknowledged

Credit term syncing on invoices

One of my clients has suggested that he would benefit from the credit terms he sets on the invoices to show at the bottom of the invoice along with details of those terms on a customer/per invoice basis. We have had a conflict on some recent invoi...
Guest almost 7 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

Purchases allocated to projects to be itemised individually/ separately within the Project Reports page and not grouped as a total based on the overall purchase which often includes amounts associated with different projects.

I often purchase a number of items from the same company at the same time for different projects. These are listed on the suppliers invoice to me and when I add these to Kashflow as a single but itemised purchase I allocate each item to the releva...
Guest almost 7 years ago in IRIS KashFlow / Projects 0 Acknowledged

Add a function to include the source reference for projects not just customers

Currently Kashlfow allows a 'source' to be identified for customers, which can be useful, however I would find it more beneficial to have the ability to allocate a source to a project as well. This would allow for a finer grain of detail when anal...
Guest almost 7 years ago in IRIS KashFlow / Projects 0 Future Consideration

Second currency pricing

We work with both customers buying in GBP and EUR. It would be great to have products listed under both price lists rather than having to manually overtype each product line on the invoices.
Guest almost 7 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

Billingual Invoices

Hi, I'm just wondering if there is any possibility to add the Arabic language to your system as we are working in the Saudi market and the VAT invoice should be in Arabic in addition to any other language. So do you think you can add an additional...
Guest almost 7 years ago in IRIS KashFlow / Invoicing & Quotes 0 Will not implement