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

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Guest over 6 years ago in IRIS KashFlow / Customers 0 Acknowledged

Ability to sort matching rules alphabetically

Ability to sort matching rules alphabetically
Guest over 4 years ago in IRIS KashFlow / Bank 0 New

A notification if an email sent to a customer bounces back

Currently KF does log when an invoice is sent to a customer and to what email address. A couple of clients are not comfortable with the fact that if an email bounces back due to a mailbox being full or an incorrect email address is used there is n...
Tim Shave over 6 years ago in IRIS KashFlow Connect / Clients 3 New

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 over 6 years ago in IRIS KashFlow / Customers 0 Acknowledged

Customer statements in Euros (and other foreign currencies)

We've invoiced a customer in Euros. They have asked for an account statement. When I view their statement all transactions are showing as Sterling - whereas all their invoices are in Euros so not very helpful for them to reconcile.
Guest over 6 years ago in IRIS KashFlow / Customers 0 Acknowledged

Automatic card processing fee deduction

There should be a facility to automatically deduct processing fees, that are incurred for payments made online using credit/debit cards, e.g. Stripe, that incur an additional processing fee of 1.4% + 20 pence, per transaction.
Guest almost 9 years ago in IRIS KashFlow / Payments 3 Acknowledged

Simplify invoicing with a dedicated section for payment details and notes

when I print invoices, I consistently find myself needing to print my payment details and notes on top of the invoice. It would be greatly appreciated if there could be a dedicated section for notes and payment information when producing an Invoice.
Anonymous over 2 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

Format of invoices

In order to make invoices more easily understandable by customers where some elements attract VAT and others do not, or are 0%, it would be great if the columns in an invoice can be adjusted to suit the business in question.
Guest over 2 years ago in IRIS KashFlow / Customers 0 New

When copying an existing invoice or purchase into a fresh new invoice or purchase please DO NOT reset the date to today, but rather leave it

When copying an existing invoice or purchase into a fresh new invoice or purchase please DO NOT reset the date to today, but rather leave it as the invoice being copied. For instance, I sell many times a day the same product, with the same currenc...
Guest about 9 years ago in IRIS KashFlow 1 Acknowledged

Project to be shown when opening a Purchase

When opening a Purchase, you currently have to press the Edit button to view which project it refers to and then re-save the purchase. It would be quicker and more convenient for the project to be shown immediately upon opening a purchase, rather ...
Guest about 9 years ago in IRIS KashFlow / Projects 1 Acknowledged