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Show.select pdf template on invoice page.

Is it possible to show on the invoice page which template is selected for the pdfs, this should be easy as it's just displaying a field from the database? Or even better be able to choose the invoice template per invoice, although I understand thi...
Guest about 8 years ago in IRIS KashFlow 0 Acknowledged

A calendar with reminder function so I can record important dates for my Kashflow account and key dates for my customers (e.g. annual review

It would be great if i could record financial related dates within a Kashflow Calendar. A lot of this data is elsewhere in other systems, but it would be useful to have a prompt within Kashflow. For example, I might be invoicing a client and see t...
Guest about 8 years ago in IRIS KashFlow / Uncategorised 0 Acknowledged

Show product name if description is blank or column option on sales invoice

When creating a sales invoice it would be nice if the product name was shown if the description was blank or have product name as a column on the sales invoice.At the moment we are entering the product name twice, once in the product name and once...
Guest about 8 years ago in IRIS KashFlow / Uncategorised 0 Acknowledged

additional columns

It would be great if you could add an additional column in the bank feeds to include the comments which are brought through from internet banking to allow the facility to edit the comments on the face of the bank feed.
Guest about 8 years ago in IRIS KashFlow / Uncategorised 1 Acknowledged

Rapidfire Batch Invoice

Rapidfire Batch InvoiceHaving moved from Quickbooks to Kashflow the Rapidfire Customer Code field can't find my customers by name although this is possible in Kashflow itself. When entering an invoice for an existing (Quickbooks) customer I need t...
Guest about 8 years ago in IRIS KashFlow / Uncategorised 2 Acknowledged

Bulk customer source changing

When adding bulk customers via csv file i notice all customer sources are set to Other..... Idea would be to to able to bulk change catagories
Guest about 8 years ago in IRIS KashFlow / Uncategorised 1 Acknowledged

Default bank for customer/supplier payments

Allow a default bank account to be selected under customer and supplier details. Our company has more than one bank account (for different currencies for example). It would be good to be able to select which account a customer pays us to / we pay ...
Guest about 8 years ago in IRIS KashFlow / Uncategorised 1 Acknowledged

Ability to disable all repeat invoices

We have over 100 invoices repeating weekly, but we close for the festive period, which means we have to disable all invoices or they will generate while we are closed. It would be useful if it was possible to disable all, or a batch of invoices at...
Guest about 8 years ago in IRIS KashFlow / Uncategorised 1 Acknowledged

Ability to enter reverse exchange rate on invoice / purchase

When invoices are paid in a foreign currency I am often provided with the exchange rate by the customer. However, because of the way Kashflow is designed I have to reverse the exchange rate before I can enter it into the invoice.It would save a la...
Guest about 8 years ago in IRIS KashFlow / Uncategorised 0 Acknowledged

The ability to create quotes/invoices from the project screen

We use 'Projects' for every job we get. It would be so much easier if we could create quotes and invoices direct from the individual project over view page.
Anonymous about 8 years ago in IRIS KashFlow / Uncategorised 0 Acknowledged