All ideas

Showing 3312

I would like to upload my own invoice / letterhead template in pdf rather than upload logo onto existing format.

Uploading my own letterhead and invoice, that way i have consistently across all my paperwork and media

Guest over 8 years ago in IRIS KashFlow / Uncategorised 0 Acknowledged

Ability to collate sales from quotes/proformas

I would like a report that can collate the data from selected proformas/quotes to allow me to predict future stock requirements.

Guest over 8 years ago in IRIS KashFlow / Reports 0 Acknowledged

1 VOTE

Invoices Not being sent

Firstly we found it hard to get hold of someone at support on the phone then the support ticket was closed without contacting us so we had to open another ticket, in the meantime our problem wasn't being looked into.In the end we were not able to ...

Guest over 8 years ago in IRIS KashFlow 0 Will not implement

1 VOTE

Payment button on invoice when the you email late payment reminder

I would like a payment button on my invoice which gets emailed on my late payment emails. It would save me time as I wouldn't have send an email myself. Also it would give my customers minimum amount of excuses not to pay.

Guest over 8 years ago in IRIS KashFlow / Payments 0 Acknowledged

1 VOTE

to be able to remove all payments from and account

when you need to remove all payments to a supplier invoice because of discrepancy in data entry. It would be ideal to be able to remove all cheque payments to start over or to re-enter as a batch payment when payments have been added individually.

Guest over 8 years ago in IRIS KashFlow / Suppliers 0 Will not implement

1 VOTE

Search Customer box

Is it possible to have a Search Customer box on the invoice page? This would save having to look through the list when wanting to add extra lines to an invoice, or to see if a customer has been added to a monthly list or not. Thanks

Guest over 8 years ago in IRIS KashFlow / Customers 0 Will not implement

1 VOTE

Viewing unpaid invoices by depertment

We have 4 departments, each run by different members of staff. We think it would be helpful to be able to see the unpaid invoices of each department seperatly.

Guest over 8 years ago in IRIS KashFlow / Projects 0 Acknowledged

1 VOTE

Ability to print C5 envelopes with return address

I know that we can print the DL envelopes from a customers record, however, it would be useful to be able to print the company address (mine) in the top left corner as a return address. At the moment with this being missing the envelope is no good...

Guest over 8 years ago in IRIS KashFlow / Uncategorised 0 Acknowledged

1 VOTE

Print multiple packing lists

Multiple packing lists - Printing the invoices is nice and easy, you tick all the ones you want and print. However printing the packing lists is a real pain, you have to go into each individual invoice and generate each one individually. Anyway ca...

Guest over 8 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

1 VOTE

Please add invoice narratives to a Statement of Account report

Add invoice narratives to a Statement of Account report - We send out so many invoices, that it would be incredibly useful to also see each invoice's narrative/detail rather than just the invoice number and whether it's been paid or not. This will...

Guest over 8 years ago in IRIS KashFlow / Reports 0 Will not implement

Please enter your email address

KashFlow Ideas

FILTER BY CATEGORY