Skip to Main Content
SUBMIT IDEA

All ideas

Showing 964

Bank reconcilitions - no balance at the bottom

When completing the bank reconciliation, it does not tell you the "kashflow closing balance" and "statement closing balance", this was a helpful feature for working out where the difference is
Guest about 5 years ago in IRIS KashFlow / Bank 0 New

Printing purchase/sales lists - total not showing

When printing an overdue sales/purchases list, the total amount overdue is no longer appearing at the bottom of the list. When you print the list, it also prints with the date and kashflow url at the top of the page which occasionally overwrites t...
Guest about 5 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

Editing invoices - to be more user friendly

When you go into an invoice to amend something such as the company, there is an edit symbol next to the client name, for example; If you click invoices and search 12484 and select the invoice, then click the pen symbol next to the company name, ...
Guest about 5 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

Access non-VAT items paid through the bank.

We operate, in effect, a cash accounting VAT system in that all transactions are only recorded in the bank accounts. It would be helpful to be able to access these transactions and thus avoid potential errors occurring where VAT has inadvertently ...
Guest about 5 years ago in IRIS KashFlow / Reports 0 New

Email Templates: add [Project Name] to text substitutes

It would make sense to be able to refer to the project name in the email heading or content when issuing an invoice.
Michael Chadderz about 5 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

Customer credit limits - notifications when limit is reached would help.

Some sort of notification when a customer reaches their credit limit would greatly improve the system. When accepting new orders this could be checked quickly.
Guest about 5 years ago in IRIS KashFlow / Customers 0 New

Please make the whole of KashFlow read only for the client so that they cannot mess up their accounts

Please make the whole of KashFlow read only for the client so that they cannot mess up their accounts There should be a tickbox in KashFlow Connect that makes the client's KashFlow totally read only for the client.
Guest over 5 years ago in IRIS KashFlow Connect / Clients 0 New

Ability to batch print multiple purchases

Please can I suggest that you add the functionality to batch print purchases? This function is available for sales invoices, whereby one can select multiple invoices and then download them all as a single pdf and print them as one document. Howeve...
Guest over 5 years ago in IRIS KashFlow / Purchases 0 New

Purchase Order - Option to make it a requirement to have a PO before saving

Quite simply - if we don't have a purchase order on an invoice, we don't get paid. My biggest killer of cashflow is when I've sent an invoice, it doesn't get paid, and when I chase it's because I forgot the PO. Often, you can't just re-submit t...
Gavin over 5 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

Quick search by client or supplier

Hi is is possible please to add a feature on purchases (and Invoices) that you could quickly search for a supplier or customer. At the moment in the main, I photograph my supplier invoices on receipt bank and then when I want to edit the invoice I...
Guest over 5 years ago in IRIS KashFlow / Purchases 0 New