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Industry Sector - I have been advised to contact you today - as we have had an issue with a popup and apparently it relates to the industry sector 3 x fields - we didn't populate one as it didn't apply to our business, maybe you could pop a 'doesn...
Guest almost 7 years ago in IRIS KashFlow / Uncategorised 1 Will not implement

being able to edit invoices after the transaction lock date

Changing invoice numbers and dates after transaction lock date. A customer has not yet received invoice but paid in advance, we up date the records and are unable to because the bank has been reconciled. I understand we should not be editing payme...
Guest almost 7 years ago in IRIS KashFlow / Invoicing & Quotes 0 Will not implement

We require a lot of detail in the supplier reference column and the supplier column could be narrower. Is it possible to widen the view of the supplier reference column and narrow the supplier column so we can view all details.

We require a lot of detail in the supplier reference column and the supplier column could be narrower. Is it possible to widen the view of the supplier reference column and narrow the supplier column so we can view all details. Adjustable width co...
Guest almost 7 years ago in IRIS KashFlow / Purchases 0 Will not implement

Monitor how much has been invoiced against a quote that has been won.

I regularly prepare quotes with a number of items listed for different elements of work I will be doing on a project. Many of my projects last many months and are therefore invoiced monthly. I currently convert the relevant quote to an invoice and...
Guest about 7 years ago in IRIS KashFlow / Invoicing & Quotes 0 Will not implement

Negative Discount value

I would like to have the facility to use negative discounts. For most of my customers I supply the same service for which I set at a base line cost price. Depending on factors such as distance and difficulty the customers actual price might either...
Rob Smith about 7 years ago in IRIS KashFlow / Invoicing & Quotes 0 Will not implement

CSV Importer Bug - Selective Amnesia

Whilst using the CSV importer to migrate customers over to Kashflow I have found that the saved mapping function has selective amnesia. By that I mean sometimes it remembers the saved mapping files I made up the first time I used it, other times i...
Rob Smith about 7 years ago in IRIS KashFlow / Other 2 Will not implement

Stop Kashflow reverting to another company when more than one browser is open

When logged into one company, we then open another company to do some work (ie two companies open at one time), the first company reverts to the second one which gets confusing, not to mention problematic. Can Kashflow maintain the integrity of th...
Guest about 7 years ago in IRIS KashFlow Connect / Clients 1 Will not implement

Improve Handling of Accented Characters

Whilst the Kashflow PayPal App seems to handle importing customers names with accented characters and correctly creates an invoice with address details of say: "Pedro Jesús de Benito " in the customer details view, I see Pedro Jesús de Be...
Rich Mellor about 7 years ago in IRIS KashFlow / Customers 2 Will not implement

Duplicate imports

When importing sales invoices from clients system, if an invoice number is duplicated the system just renumbers, this is not useful, it needs a flag to say there are duplicates, or a report at the end to say the following have been renumbered by t...
Guest about 7 years ago in IRIS KashFlow / Other 1 Will not implement

Send a remind letter to cover all customer invoices

You can only send a reminder letter per outstanding invoice. We have some customers with multiple invoices outstanding, it would be good to be able to send a reminder for all outstanding invoices in one go
Guest about 7 years ago in IRIS KashFlow / Customers 0 Will not implement