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Switch between invoice types

We have some customers that we invoice monthly by DD. However, we sometimes do additional work that the customers will pay via BACS. When this happens, I have to go to the customer record and change the pdf theme for the invoice. And afterwards ch...
Guest over 4 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

Allow bank transactions to be Matched to both Sales and Purchase Invoices

Some of our clients have the same business as both a customer and a supplier and when payments are made these invoices are contra'd off against each other. It would be useful to be able to match bank receipts/payments to both Sales and Purchase in...
Melanie Vaughan over 4 years ago in IRIS KashFlow / Bank 0 New

ability to remove cost of quote to provide information to a third party without the full cost showed

its not necessary for a third party to know what is being charged. The labour part is just a small part of the quote.
Guest over 4 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

Purchase order from different emails

We have multi users within the company who will be using the purchase order feature. For each order we send out we receive a confirmation email sent to the person who issued the order. Would it be possible for the individuals to each be able to re...
Rebecca Jackson over 4 years ago in IRIS KashFlow / Purchases 0 New

Processing bulk payments by credit card

And if you have more If there is a bank transfer to our for multiple invoices (say 5 out of a possible 7) then this can be applied to the relevant invoices for the customer. But you cant seem to do this with someone wanting to pay by credit card. ...
Ken Callaghan over 4 years ago in IRIS KashFlow / Payments 0 New

0% VAT and Customers NOT Outside EU

Add a new report which shows customers where VAT has not been included on the invoice, but they are not ticked as being outside the EU. This would help pinpoint errors in VAT charging
Rich Mellor over 4 years ago in IRIS KashFlow / Invoicing & Quotes 1 New

'Sales Order' system. At stafe between quotation and invoice.

It would help with 'open order' or 'back order' system. As it stands, we can raise two customer documents – ‘quotation’ and ‘invoice’. We’re finding it difficult to process orders without an in-between stage. We receive many orders which take time...
Guest over 4 years ago in IRIS KashFlow / Customers 1 New

Bank Feeds: Add switch to stop automatically getting recent date range

Whenever I use the bank feeds, I want to select a date range. I have to wait for the current fetch process to complete before I can then enter my chosen date range. Reason: Wastes time Wastes bandwidth
Gary Newbrook over 4 years ago in IRIS KashFlow / Bank 0 New

Fix the Dashboard so VAT continues to be shown as money owed by you until it is paid to HMRC

Everyone who pays VAT would benefit. At present, immediately at the end of the quarter the "money owed" ceases to include the VAT which has accrued over that quarter, even though it won't normally be paid out for another 6 weeks. It means that for...
Guest over 4 years ago in IRIS KashFlow / Dashboard 0 New

ADD ANOTHER PURCHASE Button ...again

A button to 'add another purchase' at the top would be extremely useful, and it seems a lot of users think the same. However this request seems to have been interpreted as 'oh you can use the copy function'. The copy function is not the same, and ...
Guest over 4 years ago in IRIS KashFlow 0 New