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2 Vote

Customer Transactions EXCLUDING VAT

Ability to view/export to csv Customer Transactions EXCLUDING VAT.

Created 16 Dec 13:59 by George Ross

IRIS KashFlow / Customers

0 New
1 Vote

Bank import matching screen to just show amount still outstanding

When matching a bank import against multiple invoices it would be useful if it just should the amount outstanding, and not the full original invoice amount.

Created 25 May 16:01 by Guest

IRIS KashFlow / Customers

0 New
3 Vote

Improved client and supplier search when entering invoices/purchases

Currently, when entering invoices, the 'customer' field allows you to start entering the customer name.... and as you do, it presents the customer names meeting what you have entered. The problem with the current search is it is not able to find c...

Created 21 Apr 12:48 by Peter

IRIS KashFlow / Customers

2 Already exists
2 Vote

Customer statement current/30/60/ 90 plus days breakdown

On our old system, when sending customer statement we had the option of a current/30/60/90plus days or current / 1 month / 2 month 3 months plus at the bottom of the statement. ( no due date). This is helpful to both customers & ourselves.

Created 21 Oct 11:28 by Guest

IRIS KashFlow / Customers

0 New
3 Vote

Ability to scroll through all invoices for one customer

Instead of having to click on each individual invoice for a certain customer in order to be able to see the details you should be able to open one invoice and then scroll backwards or forwards through each of their invoices. Currently if you do th...

Created 16 Feb 09:11 by Guest

IRIS KashFlow / Customers

0 Will not implement
3 Vote

Contra customer and supplier ledger

Need a simple method to be able to contra between the supplier and customer ledgers without having to set up a dummy bank account. It is needed because it is very easy for clients to forget to change the date when creating the contra payment meani...

Created 13 Feb 08:45 by Jason Everitt

IRIS KashFlow / Customers

1 Will not implement
3 Vote

A 'pop up' note system for clients/suppliers when you enter the record

If I need to add notes to a client record that are important and need 'flagging' up next time I enter the record - there is no way to do this. It would be helpful to add notes that pop up when you next enter the record of a customer or supplier - ...

Created 10 Jan 09:31 by Guest

IRIS KashFlow / Customers

0 Acknowledged
1 Vote

Turnover Reports for period shown by month

Would like Income by Customer (and expenditure by Supplier) report to be able to show values by month ie. if you select a period of 1/4/21 - 31/3/22 that it would show as below:- Customer Name Apr21 May21 Jun21 Jul21 Aug21 Sep21 Oct21 Nov21 Dec21 ...

Created 25 Mar 08:32 by Guest

IRIS KashFlow / Customers

0 New
1 Vote

The ability to abstract all customer emails for campaign without having to go to each individual customer.

We wish to send regular emails to customers with offers and it would be useful if we could get this as a list from Kashflow

Created 22 Feb 13:57 by Guest

IRIS KashFlow / Customers

0 New
1 Vote

Reports

Since your last update it no longer retains last view on customer transactions... so now have to select view all, invoices, 100 items... EVERY time I select a customer. Thanks for adding a million unnecessary click per day. It worked fine before.

Created 13 Feb 12:58 by George Ross

IRIS KashFlow / Customers

0 New