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In Sales invoices under customer, allow users to change the Name field

In our company we create our customer invoices on a Manufacturing IT package and then post the invoices on to Kashflow our accounts package, I accidently post and invoice under the wrong customer, it did not come to light until after I had submit ...
Guest over 4 years ago in IRIS KashFlow / Customers 0 New

Purchase order and pro-forma

To have some sort of purchase order that does not feed onto the P&L/Balance Sheet and a sales pro-forma to do the same.
Guest over 4 years ago in IRIS KashFlow / Uncategorised 0 New

Allow Purchases to be registered on Kashflow App

At the moment I can add Expenses and Invoices, but I can't add Purchases. Seems odd. I won't be using the App until this is resolved, no point!
Guest over 4 years ago in IRIS KashFlow / Mobile Apps 0 New

Bank Import for Transfer Money Transactions

It would be good to be able to automatically match Transfer Money transactions when importing bank account transactions and where money is moved between accounts. At the moment KashFlow only allows for auto matching of income or purchase transacti...
Guest almost 5 years ago in IRIS KashFlow / Bank 0 New

Bulk Customer Statements

It would be great if there was a way you could send out customer statements 'in bulk' to everyone, on say 1st of every month, rather than one-by-one individually.
Guest almost 5 years ago in IRIS KashFlow / Customers 0 New

The ability to add a past accounting period

Unfortunately within KashFlow you are unable to add in an Accounting Period prior to the one already entered : I'm trialling Kashflow as the upgrade of my last software failed to transfer all the data of the previous 3 quarters before I'd done the...
Guest almost 5 years ago in IRIS KashFlow / Other 0 New

Getting Supplier Advance Payments

As there is a GetCustomerAdvancePayments SOAP API method for getting customer advance payments, it would also be beneficial to have something like GetSupplierAdvancePayments SOAP API method for retrieving supplier advance payments.
Guest almost 5 years ago in IRIS KashFlow / Suppliers 0 New

Add an 'Average' line on the sales chart that you can have on the Dashboard

This would give you an 'at a glance' look at how your sales are performing against the average of the previous 12 months
Guest almost 5 years ago in IRIS KashFlow / Dashboard 0 New

Bank Reconciliation - Move Top Bar

Where the bank reconciliation currently shows the details at the top of the page and this is static. I think that this should be something that is on the side of the page and you can view as you are reconciling the bank. This is because, when I ha...
Guest almost 5 years ago in IRIS KashFlow Connect 1 New

Matching Rules not recognised any more if more than one word

Before the recent updates to the bank feeds you could have a couple or few words to search for in the matching rules. However, now it's only one word that KashFlow recognises and therefore this function has limitations as you might not have just o...
Katerina Kurgane almost 5 years ago in IRIS KashFlow / Bank 2 New