Submit Idea
SUBMIT IDEA

All ideas

Showing 3285

automatically allocate payments to oldest invoices

I have a supplier who invoices me every month and I pay him usually once or twice a month. The amounts that I pay him don't directly correlate to the invoices he has issued. It would be great if I could set up a matching rule that would automatica...
Guest about 8 years ago in IRIS KashFlow / Uncategorised 0 Acknowledged

Invoice number in email template subject

If the invoice number automatically inserted in subject of sales invoice template, it will be useful in locating these invoices in email also easier for customers
Guest about 8 years ago in IRIS KashFlow / Uncategorised 0 Acknowledged

Categorisation of bank information after bank feed.

The screen to categorise the nature and type of income and expenditure after the bank feed has been run could be made easier and fast to use, if there were one drop down list that had "Customer", "Supplier" and "all the nominal codes" listed on th...
Guest about 8 years ago in IRIS KashFlow / Uncategorised 0 Acknowledged

ability to print the journal voucher from kashflow

for auditing purpose the journal voucher should be printed, attached with the relative document and filled, but we can't print it from kashflow, and if we downloaded it will not be reliable by the auditor.
Guest about 8 years ago in IRIS KashFlow / Uncategorised 0 Acknowledged

Make the WYSIWIG HTML editor for email templates optional

I understand and appreciate that most of the Kasflow users are not interested in fine tuning the HTML and CSS content of their email messages, and the quite basic visual editor for email templates is good enough for general use. I also know that i...
Guest about 8 years ago in IRIS KashFlow / Invoicing & Quotes 2 Acknowledged

Add a button in Nominal Ledger Report that will stop codes with zero balance and zero transactions from being displayed.

No description provided
Guest about 8 years ago in IRIS KashFlow / Uncategorised 0 Already exists

Allow more PayPal transactions per page when importing into KashFlow

When using the PayPal Imports feature you can only display 100 transactions at a time to import. This can result in laborious clicking to import a months worth of transactions. The bank statement page allows 200 transactions to be displayed per pa...
Guest about 8 years ago in IRIS KashFlow / Uncategorised 0 Acknowledged

GoCardless: Link Customers to Existing Mandates

If a client already has a mandate setup in GoCardless, there is currently no way to link that to the client record in Kashflow, so taking payments needs to be done outside of raising the invoice in Kashflow. Speaking with support, there are only t...
Mark Allen about 8 years ago in IRIS KashFlow / Uncategorised 1 Acknowledged

Bank feed improvement

When displaying the bank feed transactions, it would be much more useful to display the 'customer/supplier name' rather than the 'Cust/Supp' reference. Why? when transactions are automatically assigned, it is really difficult to tell at a glance i...
Peter about 8 years ago in IRIS KashFlow 2 Acknowledged

Invoice "save and create new" button

I tend to enter invoices in batches, not necessarily on today's date. I enter the invoice - save Then I need to check - Invoice - Create to get to new invoice and date has been reset to current date. A "Save & New" button, keeping the currentl...
Guest about 8 years ago in IRIS KashFlow 2 Already exists