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IRIS KashFlow

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Early Settlement Discount

Many of our suppliers encourage early payment in order to qualify for early settlement discount which is different to the due date. It would be great if you could enter this date into KashFlow which then sent a reminder.
Dan Roberts about 6 years ago in IRIS KashFlow / Suppliers 0 Acknowledged

Due date field to be visible.

It would be very helpful if the 'due date' field was visible in the Suppliers > transactions area.
Dan Roberts about 6 years ago in IRIS KashFlow / Suppliers 0 Acknowledged

Additional Users ACCESS to Reports - ability to switch on and off

Our client has additional users, the client does not want a particular user who has the role Manager so that they can enter sales, purchase , quotes and bank transactions the client does not want them to see the following reports : Under Financial...
Guest about 6 years ago in IRIS KashFlow 0 Acknowledged

Report in date order

If you run an aged debtor list and export the info as a csv file then each customers invoice dates do not run sequential. Customer Name Invoice Date Invoice No. CUSTOMER 10/04/2018 28778 CUSTOMER 01/05/2018 28934 CUSTOMER 01/06/2018 29180...
jackie lammie about 6 years ago in IRIS KashFlow / Customers 0 Acknowledged

Edit how the Statement looks so you can add extra info like how to pay etc.

We can add a text box of info at the bottom of our invoices - in this box we add info on how to pay etc. It would be useful if we could do something similar on the statements that we send out.
Guest about 6 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

Enter budget figures on a line by line basis on projects and be able to run reports showing this comparison data

No description provided
Guest about 6 years ago in IRIS KashFlow / Projects 0 Acknowledged

Automated data entry of invoices and receipts

I think the majority of the users are tired of going through receipts for business expenses or supplier invoices and entering all the fields manually. With the help of Klippa's OCR API, head and line items of these documents can be extracted and b...
Guest about 4 years ago in IRIS KashFlow / Purchases 0 New

Add our letter head to the reminder notice

When printing out the reminder notice it looks better if our Letter head could be included
Guest about 6 years ago in IRIS KashFlow / Payments 0 Acknowledged

Assigning batch payments to part paid invocies

When assigning a batch payment, I would like to be able to see part paid invoices listed so that I can clear the remaining balance. It seems a bit obvious and therefore I can't understand why it isn't already possible. Similarly, when a batch paym...
L Smith about 6 years ago in IRIS KashFlow / Payments 1 Already exists

Attach a working file to a bank transaction

We can add working files (PDFs, spreadsheets etc) to purchases, sales invoices and journals, but not apparently to bank transactions. The ability to add a one off suppliers invoice or a working paper to support a complex bank payment or receipt wo...
Guest about 4 years ago in IRIS KashFlow / Bank 1 New