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Quote to estimate

Have the option of renaming a quote to an estimate on individual quotes rather than changing it in the settings
Guest about 8 years ago in IRIS KashFlow / Uncategorised 0 Acknowledged

Terminolgy

I am sure I am not alone in finding the terminology in Kashflow frustrating. Why do you call receipts "payments" and can't you call sales "sales" and not "invoice", a term which could mean either purchase or sales documents
Guest about 8 years ago in IRIS KashFlow / Uncategorised 0 Acknowledged

Repeat Quote/ Sceduled Quote

I'd like to use the quote section instead of an invoice, to remind my customers that a scheduled service is due. An invoice I can schedule but a quote I cannot. Is this something that could be added? This would benefit me that an invoice is not im...
Guest about 8 years ago in IRIS KashFlow / Uncategorised 2 Acknowledged

Add the ability to assign an Address to a project

Add an address to a project which may be added automatically to an invoice every time a customer is invoiced in relation to that project.
Guest about 8 years ago in IRIS KashFlow / Projects 0 Acknowledged

Telephone Support

This speaks for itself. We live in a service orientated world and hiding behind a web site is not great customer service. Your support system works but there are often times when it's very frustrating and a conversation would resolve an issue much...
Guest about 8 years ago in IRIS KashFlow / Uncategorised 0 Already exists

select email template when sending bulk email

At the minute if i want to send a bulk amount of emails i can only use the default email template, it would be good to be able to send a bulk email and be able to select any of the email templates created
Guest about 8 years ago in IRIS KashFlow / Uncategorised 1 Acknowledged

The ability to split payments and receipts between mutliple customers / suppliers when not using bank feeds

When manually bringing in bank statements (i.e. not using bank feed) there is no ability to split receipts or payments between more than one customer / supplier. This means that without using bank feeds the software is not geared for any customer ...
Guest about 8 years ago in IRIS KashFlow / Uncategorised 1 Acknowledged

Kashflow Payroll integration employee NL codes

In Kashflow Payroll integration there is currently a single gross pay NL code. I would like to be able to assign each employee to a separate NL code which would then be reflected in the automatic journal.
Cliff Thorne about 8 years ago in KashFlow Payroll 0 New

Ability to match bank transactions imported via CSV

Since our bank account does not work with Bank Feeds, we are restricted to importing bank statements via CSV. This means that we cannot match bank transactions to manually entered payments. Instead we have to delete either the imported item or the...
Guest about 8 years ago in IRIS KashFlow / Uncategorised 2 Acknowledged

A way to acknowledge bank charges on international payments.

When we receive international payments (paid in GBP), our bank deduct their fees from the transaction amount. This means the transaction we import does not match the original invoice amount on Kashflow which is causing issues with assigning paymen...
Guest about 8 years ago in IRIS KashFlow / Uncategorised 1 Acknowledged