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IRIS KashFlow

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Call credit note what they are

When i email a credit note it should say CREDIT NOTE no... Not invoice no.. A few cusomers have complained about this
Guest over 6 years ago in IRIS KashFlow / Invoicing & Quotes 1 Acknowledged

Associate an Invoice with a Contact

Great - we can now have multiple Contacts for a Customer Now can we associate an Invoice (and Quote) with a particular Customer Contact - this would mean the Invoice is marked in some way as being associated with that Contact, emails to the Cust...
Charles Hewitt over 6 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

Trade Shift Integration

Please bring back the Tradeshift integration https://tradeshift.com
Charles Hewitt over 6 years ago in IRIS KashFlow / Partner Apps 1 Acknowledged

Add a check box next to email address for customers who have opted in to receive marketing emails

I diligently add all email addresses to my customer records. Obviously essential for communicating about invoices due etcc. Occasionally, I want to send offers to my list. I ask my customers in advance if they're happy to receive but have no way t...
Katrina Boydon over 6 years ago in IRIS KashFlow / Customers 0 Acknowledged

Allow Customer List (and Supplier List) to be Sorted by Date Added

I sometimes add several customers in one day and then go back the follow day to create a quote. I can't always remember the names and it is frustrating trying to find them again. Could be solved easily by having a Date Added column and allowing so...
Katrina Boydon over 6 years ago in IRIS KashFlow / Customers 0 Acknowledged

Profit & Loss reports - select a DEFAULT reporting period

Whenever I run a P&L report - the default offering is "this year". I always have to change it to "this accounting period". I would guess that "accounting periods" are more commonly used than calendar years. - of course, you may have some bette...
Guest over 6 years ago in IRIS KashFlow / Reports 0 Acknowledged

Add delivery address to recurring invoice

To automate my accounts want to set up recurring invoices. Unfortunately client and delivery site for my service are different things - without being able to add the delivery address field to the invoice I cannot invoice automatically - have to do...
Natalie over 6 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

Global Report Download

The download to CSV need to include the two dates fields - Project Dates are a important factor of projects.
Guest over 6 years ago in IRIS KashFlow / Reports 0 Acknowledged

Alphabetical order when you do a bank reconciliation

I have payments that I receive on the first of the month and I feel it would make reconciliation easier if you could sort the items by Amount, Type, Payee or Comment.
Deb Shaw over 6 years ago in IRIS KashFlow / Bank 0 Acknowledged

Supplier Discounts

When entering products and purchase codes it would be helpful to have an option to set the price, the VAT and the supplier discount - currently I have to get the calculator out and work out some prices due to the multi-point decimal price due to s...
Ben over 6 years ago in IRIS KashFlow / Purchases 0 Acknowledged