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Export Payments

Require ability to export (.csv); Customer Code, Payment Date, Payment Value as a report.If I can filter this by nominal code even better. Essentially the ability to export customer payments so I can reconcile them in a separate system.
George Ross over 4 years ago in IRIS KashFlow / Payments 3 New

Supplier invoice to default to which ever supplier you are using

When you select a supplier and enter an invoice it would be better if the system kept you on this supplier to enter the next invoice without having to choose the same supplier from the list again. So the system would always default to the supplier...
Guest over 4 years ago in IRIS KashFlow / Suppliers 1 New

Hi, Just an observation - it would be really helpful if the supplier batch payment total would come in the search facility. Currently you have to go to the supplier, search the statement and then go into an individual and click edit to find the amount when doing a bank reconciliation. Unless there is an easier way?

This would be quicker to reconcile your vat quarterly accounts
Guest over 4 years ago in IRIS KashFlow / Other 0 New

Bank Reconciliation - Current Dates/Months on First Page

Can you switch the bank reconciliation date order to show the current months on the main page? Painful to have to look at old reconciliations first.
L Barker over 4 years ago in IRIS KashFlow / Bank 0 New

Incorporate an up/down arrow when scrolling in the client's bank account

Is there anyway you can incorporate an up/down arrow when scrolling up and down in the client's bank account? It is difficult to be precise at times, especially when there are loads of transactions.
L Barker over 4 years ago in IRIS KashFlow / Bank 0 New

Overpaid customer invoices should appear in the batch payments screen

Invoices that have been overpaid by a customer should be available for selection as part of a batch payment, as often they will be recouped on the next remittance.
Anna Hales over 4 years ago in IRIS KashFlow 0 New

Presentation of P&L

The purchases in individual project P&L to be presented according to account code instead of in alphabatical order
Guest over 4 years ago in IRIS KashFlow / Purchases 0 New

Adjustable column width

To make column width adjustable according to our preference.
Guest over 4 years ago in IRIS KashFlow / Purchases 0 New

Company switching to be Optional to any role (or user)

We use the roles within Kashflow very effectively. would be useful for our "sales" or "basic" users to have the switching functionality multiple logins is confusing and time consuming for these individuals.
Stephen Elliott over 4 years ago in IRIS KashFlow / Uncategorised 0 New

Another subtotal showing VATable amount only

We have a customer who wants us to be able to invoice her with VATable amount showing as a subtotal on her invoice as well as the NET amount . Some of the items we sell are non - VATable e.g. comic books and when she enters invoices on to her acco...
Andrea over 4 years ago in IRIS KashFlow / Invoicing & Quotes 0 New