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Statement layout

It would be nice to be able to personalise Statements more for example: Add bacs details Have an overdue note next to any outstanding invoices At the bottom have a due: current, 30+ days, 60+ days so the customer can see a break down of the total ...
Guest about 5 years ago in IRIS KashFlow / Payments 0 New

Amend Statement layout

It would be nice to be able to personalise Statements more for example: Add bacs details Have an overdue note next to any outstanding invoices At the bottom have a due: current, 30+ days, 60+ days so the customer can see a break down of the total ...
Guest about 5 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

Invoice & Delivery address

We often send an Invoice before we have a delivery address, but when you add the delivery address at a later date, the Packing Slip on the existing Invoice does not change...only for new Invoices. The result at the moment is raising 2 Invoices, on...
Guest about 5 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

creating aged debtors by due date

it would be helpful to have a report that showed debtors aged by due date,so that credit control can easily spot overdue customers
Guest about 5 years ago in IRIS KashFlow / Reports 0 New

Download invoices by paid date

When doing a VAT return it would be very easy if i could select 2 dates and have it download all invoices (as pdfs or one spreadsheet format) that have been marked as paid within those dates.
Guest over 2 years ago in IRIS KashFlow / Reports 0 New

To reverse the view of reconciliations

When we reconcile - after clicking on 'Reconcile' the page displays all the previous reconciliations. The oldest ones being displayed on the top page. I think it would be much more useful to have the latest on Page 1. Could the order be reversed?
Guest over 7 years ago in IRIS KashFlow / Bank 0 Acknowledged

Have a one off login for different companies

I'm trying to claim lost of earnings and the solicitor are not believing me. So it would be a good idea to let them see what i have invoice clients for that period.
Guest over 2 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

Enable more than 1 email address to be used when emailing out invoices/statements etc

Currnently an invoice emailed will only go from the email address used in the setup of the account, however if the book keeper or other wanted to email so that the 'account' holder was not responsible for receiving incoming mail or queries, you wo...
Guest over 7 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

Adding webfonts capability to PDF templates

It would be good to be able to use webfonts in the custom build PDF templates. This would give us more flexibility on how things look (ie can use brand fonts). I have tried to @import url(".... in the html and in the bespoke css but when I then se...
Corin about 5 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

Adding products to quote & invoices

To add products it would be very helpful to have an overview of our products when 'Add line item' button is clicked and to be able to scroll down them to select the product the customer has ordered.
Kevin O'Neill over 7 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged