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KashFlow Ideas

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IRIS KashFlow

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Please allow entry of old dates for bank statement reconciliations should any after-date adjustments occur, eg re-allocation of supplier payments

No description provided
Guest almost 8 years ago in IRIS KashFlow / Bank 1 Acknowledged

Main Menu - Capital 'I' for Purchase Invoices instead of poor grammar Purchase invoices???

Poor grammar, looks sloppy
Guest almost 2 years ago in IRIS KashFlow / Purchases 0 New

Improved CIS Features

Hi there, a few things that would make the management CIS much more useful: Ability to email CIS Certificates to sub contractors (i.e. suppliers). We currently have to do these each month and have to compile them outside KF, even though all the i...
Peter almost 6 years ago in IRIS KashFlow / Suppliers 1 Acknowledged

Search Invoices for multiple criteria

I am an ex freshbooks user and found the search function very useful the kashflow one should be like this
Guest almost 8 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

Collect Billing Address on Stripe

Recently I had an issue where the company address (which I invoice to) was different to their card billing address which caused payments to automatically fail. It would be a good idea to collect the Customers Billing or Card Address when processin...
Guest almost 8 years ago in IRIS KashFlow / Partner Apps 1 Acknowledged

We as an Accounting firm we need different Invoice template for our service invoices and on the customer statement

No description provided
Guest almost 6 years ago in IRIS KashFlow / Customers 0 Acknowledged

Removing United Kingdom field on customer invoice

Hello User MRP Is it possible to leave the United Kingdom field blank when issuing invoices with in the UK, you do not normally put United Kingdom on address when sending within the UK Perhaps there can be just a blank field on the drop down...
Guest almost 6 years ago in IRIS KashFlow / Customers 0 Acknowledged

Kashflow needs to add an auto save function for long quotations and invoices.

Kashflow needs to add an autosave function for long quotations and invoicing. This will stop customers being a bit jared off when the software times out and you have to start the quote again. Even a warning of the software timing out would be appr...
Nigel Marshall almost 8 years ago in IRIS KashFlow / Invoicing & Quotes 3 Acknowledged

Introduce Credit Limits for Customers

Credit limits for customers would give an early warning to credit limits being reached and would aid credit control
Guest almost 4 years ago in IRIS KashFlow / Customers 0 Planned

Goods Shipped Date

We also require an order shipped date. We may have orders placed over the weekend. These are then downloaded on Monday and are shipped on Tuesday. We require a Ship Date on the invoice so that the customer can see the time period for dispatch and ...
Guest almost 8 years ago in IRIS KashFlow / Invoicing & Quotes 1 Acknowledged