Submit Idea
SUBMIT IDEA

All ideas

Showing 996

Display options

We can add new fields into customer and supplier fields but these do not appear on the customer/supplier transaction summary page. It would be useful to at least be able to nominate one field to appear on that page. A couple of examples: In...
Guest over 5 years ago in IRIS KashFlow Connect / Settings 0 New

Filter by referneces (customer and supplier)

Why when I am batch posting payments and receipts does the name come up and not the supplier reference? We use references because they are short and easy to remember. One of my clients deals with multiple offices of a group all with the same name ...
Guest over 5 years ago in IRIS KashFlow Connect 0 New

Amend customer details via CSV (or API)

Problem It is not possible to amend an existing Customer records via CSV. Managing the accuracy of data is required by law, amending manually in KashFlow is slow and inefficient. I have systems that check the company name, the registered addres...
David Evans over 5 years ago in IRIS KashFlow / Customers 0 New

Add OUTSTANDING BALANCE as a text substitution option so that it can be included In statement emails

Customers seem to respond well to being told exactly how much is overdue on their account. It would make sending out statement emails much easier if the total outstanding amount could be included in the body of the email via text substitution.
Janet over 5 years ago in IRIS KashFlow 0 New

Invoice List Report should not be limited to 10

It would be nice to be able to run a report of invoices raised for the month. The existing report is limited to 10 invoices. Sometimes we raise more than 10 invoices in one day, so this report is worse than useless.
Anna Hales over 5 years ago in IRIS KashFlow / Reports 1 New

Filter invoices to separate emailed from printed when first sending out

So that all invoices are sent out successfully and according to customer requirements
Guest over 5 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

Vat and exporting outside the EU

Where a customer is based outside the EU, I do not charge them VAT and have ticked in their profile "is based outside the EU". However, I came across an issue with your invoice calculations! I have some items I sell in bundles of 4, with a discoun...
Rich Mellor over 5 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

request read receipt when emailing invoices or an activity log to see how often emails have been viewed

This would help identify if a customer has read the email. Therefore they can't say they haven't received it. It would benefit the Kasflow user as they can be sure the customer has received the email and see they have viewed it. This would help av...
Guest over 5 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

Add calculator to Net and VAT box like Sage Accounts 50

On Sage 50/Instant, when in the Net box you could click on a little calculator button (or press F4) to bring up a calculator that allowed you to quickly make changes to an invoice total without moving away from the program. The calculated total wo...
G B over 5 years ago in IRIS KashFlow / Uncategorised 0 New

Option to input mileage at different frequencies

One of the clear Unique Selling Points (USPs) for Cloud Accounting is that it reduces the amount of time to complete the task if otherwise completed manually. It seems this has been achieved on the Accountants side of your platform but is seriousl...
Guest over 5 years ago in IRIS KashFlow / Reports 0 New