My Ideas: Customers

Showing 107

SETTING TRANSACTION DATES IN SALES AND PURCHASE ACCOUNTS

In the new version of Kashflow, the date in customer and supplier accounts defaults back to 01/01/2024 meaning no previous transactions can be seen. Not helpful when we're only on 04/01/2024! It would be helpful if I could set the default date mys...

Guest about 1 year ago in IRIS KashFlow / Customers 0 Acknowledged

3 VOTE

Add a photo to a customer profile

We are a gas heating and plumbing business. It would be really handy if we could attach a photo of a customers boiler to the relevant customer record in order that we can see the boiler/set up for that particular customer should they phone for adv...

Guest about 2 years ago in IRIS KashFlow / Customers 1 Acknowledged

1 VOTE

NEW DASHBOARD Create New Customer (from US)

In the past when I create a new customer (and select to create an invoice once customer is created), I could enter their name and address, then go to the options page to add VAT number / whether they are inside / outside the EU etc and click Updat...

Rich Mellor over 2 years ago in IRIS KashFlow / Customers 0 Acknowledged

1 VOTE

Add extra box under customer profile additional contact

The ability to send a customer sales order to a selected contact. I.e. on the customers profile tab, under Additional Contact, add a new tick box below "Receive Invioces" labelled "Receive Sales Orders". This is very useful if your client requires...

NKB over 3 years ago in IRIS KashFlow / Customers 1 Acknowledged

1 VOTE

be able to add companys bank details to customer statements

would make Statements much more professional looking - save time having to write an accompanying email with the Bank details on it

Guest over 3 years ago in IRIS KashFlow / Customers 0 Acknowledged

3 VOTE

Customer list - overdue balance column

An extra column adding to the customer page showing their overdue balance would help when chasing payments instead of having to go into each account to check what is overdue.

Guest about 5 years ago in IRIS KashFlow / Customers 0 Acknowledged

1 VOTE

Customer Turnover Month by Month

My Reps are always asking for their customers turnover rather like looking at Aged Debtors Creditors report presently it is very difficult to give them information easily Steve Taylor

Guest over 5 years ago in IRIS KashFlow / Customers 1 Acknowledged

1 VOTE

Auto email to customer to thank for payment

Once invoices are matched/reconciled through the bank feed it would be great if there was a simple way or an auto process that issued a 'thanks for your payment' email that gives the amount paid and the invoice numbers that it has been matched to....

Guest over 5 years ago in IRIS KashFlow / Customers 0 Acknowledged

1 VOTE

Allow Validation on Custom Fields

Hi Whilst not a priority it would be very useful to be able to set validation on the custom customer fields as created in Settings, Customer fields. For example field type create as Date - this would only permit valid dates to be entered , op...

Guest over 5 years ago in IRIS KashFlow / Customers 0 Acknowledged

1 VOTE

interest on customer invoices options (present in old Kash flow not new)

used frequently by my clients for Credit control purposes

Guest over 5 years ago in IRIS KashFlow / Customers 0 Acknowledged

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