All ideas

Showing 1786

More intelligence as to how payments are applied

We had two identical invoices to the same customer over a two month period and the customers payment came in just after the second invoice was created. The payment was applied to the newer invoice. Support have told me that the matching rule isn't...

Guest about 7 years ago in IRIS KashFlow / Payments 1 Acknowledged

2 VOTE

Add a print to pdf button to the quotes module

In the invoices module a print to pdf button appears when you tick box an invoice or multiple invoices, therefore allowing you to print out multiple invoices at the same time - it would be great if you could do exactly the same in the quotations m...

Rob Smith about 7 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

2 VOTE

Changing in/out columns within bank transactions

In the bank transactions section where you can view or add a transaction, in the 'view' section you can swap the in and out columns - this is a great idea as some bank statements may have these in either order - so far so good, but when you input ...

Rob Smith about 7 years ago in IRIS KashFlow / Bank 0 Acknowledged

2 VOTE

Aged Creditors and Activity Reports at Project Level

We are a property developer with multiple development sites and we create a new Project within Kashflow for each development site. We always add a Project to each purchase invoice, however we then find it very difficult to extract information by p...

Michelle Bennett about 7 years ago in IRIS KashFlow / Reports 0 Acknowledged

1 VOTE

View employee salary change

When running reports or looking at an employee's file we should be able to view when they last had a salary change and view historical data. This should be both on IRIS payroll and IRIS HR.

Zala Sheikh over 3 years ago in KashFlow Payroll 1 Acknowledged

2 VOTE

Additional Column headings

It would be very useful to add additional column headings in the invoice template. Currently all you have is Qty, Description, Rate and total. I need to add further details like product names or codes to be included on the invoice.

Guest about 7 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

2 VOTE

Automatically changed quotes to expired when expiry date is reached

It would be really helpful, rather than having to manually change their status, also if it could alert you to when it is due to expire for example a couple of days before - this would help managing client quotes and altering when to follow up or c...

Guest about 7 years ago in IRIS KashFlow / Invoicing & Quotes 1 Acknowledged

1 VOTE

record day + hrs worked

would it not be possible to integrate inkto the payroll software , a way to record the days and the hours worked on that day.??

Guest over 3 years ago in KashFlow Payroll 1 Acknowledged

2 VOTE

To have the function to send multiple copy invoices on one email

This would be helpful when a customer requests multiple copy invoices and they can be sent altogether.

Guest about 7 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

2 VOTE

Statement Formatting

Can we have the ability to orientate the page of A4 to landscape as the template doesn't fit normal.

Guest about 7 years ago in IRIS KashFlow / Customers 0 Acknowledged

Please enter your email address

FILTER BY CATEGORY