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KashFlow Ideas

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IRIS KashFlow

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On Screen Monthly P&L

It would be useful to view a P&L by month on screen, rather than have to download to excel each time. It would also be really good to click on the values in the P&L report and go directly to the nominal account.
Guest over 3 years ago in IRIS KashFlow / Reports 0 Planned

Date Substitution - issue date plus offset

A s an IT contractor, I submit invoices every four weeks with a line item of the invoice for each week e.g. consultancy for week ending 02/02/24 Can you add in %d as a subsitution character which is replaced with the date the invoice is created, i...
Marcus Cripps about 1 year ago in IRIS KashFlow / Invoicing & Quotes 0 New

Extend the time period before being logged out due to inactivity.

No description provided
Guest over 5 years ago in IRIS KashFlow / Dashboard 0 Acknowledged

Sent mail folder

We have been asked by a handful clients lately for us to forward on a copy of the original email that was sent when their invoice was emailed to them, often because they are saying that they didn’t receive the invoice, hence why they haven’t paid ...
Guest over 5 years ago in IRIS KashFlow / Invoicing & Quotes 4 Acknowledged

Set a Credit Limit on screen for customers before new quotes are sent to avoid customers going over credit limit.

No description provided
Guest over 5 years ago in IRIS KashFlow / Invoicing & Quotes 0 Planned

Put the 'Stay on Customer Details Page' option back when adding a new customer

Please can we have the option back to allow us to remain on the customer details page when adding a new customer. This option has been removed from the latest update. After entering full details, we now have to search for the new customer again to...
Rich Tapper almost 7 years ago in IRIS KashFlow / Customers 0 Acknowledged

Encryption of email attachments for GDPR purposes.

Invoice attachments can contain personal data which must be protected.
Guest almost 7 years ago in IRIS KashFlow / Invoicing & Quotes 2 Will not implement

Need a reference on invoices, want to label projects for a large client, currently have to go in and out of lots of invoices to find a past job.

No description provided
Guest almost 7 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

VAT split on Aged Debtors and Creditors reports

It would be very useful to be able to see the VAT outstanding on Aged Debtors and Creditors reports so that we can easily identify VAT outstanding at the year-end for cash accounting clients.
Sarah Everist almost 6 years ago in IRIS KashFlow / Reports 3 Acknowledged

Purchase Order Tracking

The new feature of Purchase Orders (PO) is great. However, once the PO is converted to a Purchase, there is no record or field to say which PO was converted to make the Purchase. The option to carry over the PO number to the Purchase (as a field o...
Anonymous over 4 years ago in IRIS KashFlow / Purchases 1 New