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Report to show Cashflow Statement - all payments (not just purchases) for a period sorted by code

In any business plan, the 3 usual financial projections included are A Profit and Loss Statement, Balance Sheet and Cashflow Statement. It is ironic that a user still cannot generate a Cashflow statement from "Kashflow". Cash is King they say, ye...
Guest over 6 years ago in IRIS KashFlow / Purchases 0 Acknowledged

Retain a copy of the quote when converted it to an Invoice

I create a quote, when I move it to create an invoice, keep the original quote in the quote list. I found the when I create an Invoice it deletes the original quote in the quote list. This did not happen in the older ver of software.
Roger Miles over 6 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

Allow multiple Invoices/PO's to be sent in a single Remmitance Advice

When some Invoices from customers contain several items purchased but the Purchase Orders were different we have to send individual Remittance Advice Notes. This just creates way too much work and excessive emails.
Jim Robinson over 6 years ago in IRIS KashFlow / Payments 1 Acknowledged

Associating quick expenses and mileage modules with jobs

new “quick add expenses” and “mileage module” to associate these with jobs ?This would enable more accurate profit / loss for each job.Just a suggestion.Great software by the way.RegardsGary White
Gary White over 6 years ago in IRIS KashFlow / Purchases 1 Acknowledged

Showing seperate VAT titles and amount

split totals into net and VAT columns to allow for a quicker check of purchases.
Guest over 6 years ago in IRIS KashFlow / Purchases 1 Acknowledged

Aging analysis to customer statements

It would be useful to have to option to produce a statement that can be sent to a customer that shows an aging of invoices/credits as an analysis at the bottom of the statement i.e. those invoices that are less than 30 days old, 30-60 days 60-90 d...
Guest over 6 years ago in IRIS KashFlow / Customers 1 Acknowledged

Automatic Direct Debit Payments

It would be great if payments for due invoices were automatically collected on a set date agreed with the customer, currently I have to go to each customer individually and process the direct debit payment which is very time consuming.
Guest over 6 years ago in IRIS KashFlow / Payments 2 Acknowledged

Adding receipts: revert to old 'click arrow' system so all 3 date entries match

Previously on the old system, there was an arrow to click which enabled the dates to all match the invoice date - now we have to change the date in 3 places adding time to creating a receipt. Can this arrow be re-added please? Thanks
Binita Walia over 6 years ago in IRIS KashFlow / Purchases 0 Acknowledged

Column widths for reports

Beneficial to be able to adjust at least the column widths when looking at the list of quotes and sales invoices
Guest over 6 years ago in IRIS KashFlow / Invoicing & Quotes 1 Acknowledged

Option to remove United Kingdom from invoice and envelope address

All our customers are within the UK so it looks wrong having the country on the addresd
Guest over 6 years ago in IRIS KashFlow 0 Acknowledged