Skip to Main Content
SUBMIT IDEA

All ideas

Showing 964

Add warning to invoice payment allocation

Please can it be changed so that when assigning bank payments to invoice/s it is not possible to assign anything that is an over payment without a warning. Currently payments can be assigned to any invoice regardless of whether they have been proc...
Guest over 4 years ago in IRIS KashFlow / Bank 0 New

Retention held back

n the building industry most large contractors keep a percentage of retention on the original quote from a subcontractor. This only gets paid to the subcontractor when the site is completed or anything up to two years after. So you invoice for a c...
Magda Glynn over 4 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

Part Exchange statement report linking invoices and purchases for certain customers and suppliers.

Numerous clients have asked how they send a statement showing part exchanges to their clients. At present there is no way of showing the purchase value being deducted from the invoice value resulting in a net due value. A simple link between certa...
Gwion Ashton over 4 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

Bank Details

We have added our bank details to our invoices, which most customers want, but the bank details also come up on quotes, purchase orders, etc which doesn't look very professional. Bank details should only be invoices. I have asked you to look into ...
Caroline Jones over 4 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

Granular user permissions

Can you please add more granular user based permissions for example limited basic sales people to quotes only.
Guest over 4 years ago in IRIS KashFlow / Uncategorised 0 New

Receipt Bank - Tax code % entered

Hi, I have noticed that the receipt bank integration does not pass through the number value of the tax amount for example in receipt bank we set them at 20% but when pushed into Kashflow it always states 0%. This is not a limitation of Receipt ban...
Guest over 4 years ago in IRIS KashFlow 0 New

Emails to customers - header to include invoice number automatically

When customers and book keepers check emails it would be an advantage if header included the invoice number as often a number of emails have to be opened to find a particular invoice
Guest over 4 years ago in IRIS KashFlow / Invoicing & Quotes 1 New

Customer and Supplier search by project

We use the Projects feature extensively and have both customers and suppliers unique to each project. Being able to search by project in the customer and supplier pages would really help to get a better overview of how the project is progressing.
Michael Smith over 4 years ago in IRIS KashFlow 0 New

Add details to Purchase Orders

The new release of purchase orders is great, thank you. One thing I cannot seem to get my head around is the fact you have certain fields such as "Delivery Address" where you can select the customer's delivery address (which is a really useful fea...
James Edmonds over 4 years ago in IRIS KashFlow / Purchases 0 New

Allow accountants full control over Username and password as before

The recent update has removed the ability for those setting-up clients on KashFlow the ability to designate an appropriate Username. The system is generating rather long Usernames based on the business name and the Username can be more than 30 cha...
Guest over 4 years ago in IRIS KashFlow Connect / Settings 0 New