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SUBMIT IDEA

Customers

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Aggregate the 'Notes' into a single view on the Overview page to show recent activity

If other customers do as we do and include details of correspondence with clients in the ‘Notes’ section attached to each invoice, it would be useful to be able to see an aggregated view of all ‘Notes’ in reverse chronological order on the Overvie...
Guest about 8 years ago in IRIS KashFlow / Customers 0 Will not implement

Ability to merge two customer accounts

It would be great to be able to merge two customer accounts - at the moment, the only way around this is to either manually assign invoices from one account to the other or manually exporting and importing the data again. Sometimes customers end u...
Guest over 8 years ago in IRIS KashFlow / Customers 1 Will not implement

Running total on statement

I would like to see a running total on a statement showing balance owed.I run a letting business and if you need to evict someone you need to be able to show how much rent is owed on a particular date.
Guest over 8 years ago in IRIS KashFlow / Customers 0 Will not implement

bulk payments on statements

It would be great if there was maybe an extra column on "Statements" where whatever bulk payment you have made to suppliers stays there because at the moment once the bulk payment has been allocated to invoices,it doesn't show on the statement any...
Guest over 8 years ago in IRIS KashFlow / Customers 0 Will not implement

Balance shown on Statements

It would good to see a running balance after each transaction on each statement rather just a balance at end of the statement.I am a landlord and if you have to evict a tenant for rent arrears you need to be able to show the weekly or monthly rent...
Guest over 8 years ago in IRIS KashFlow / Customers 0 Will not implement

Customer first line of address on customer list

When clicking on the customers icon which displays the list of customers is there any way of also displaying here the first line of their address to easily be able to identify customers with the same surname.
Guest over 8 years ago in IRIS KashFlow / Customers 2 Already exists

Add a Date Paid Column to the summary page

No description provided
Guest 7 months ago in IRIS KashFlow / Customers 1 New

Invoice Delivery Report

It would be helpful to have a delivery report in the case of an invoice not being delivered.
Karen Snelson 11 months ago in IRIS KashFlow / Customers 0 New

Ability to have more than one delivery address on a customer account

I think it would be very useful to have the ability to input multiple delivery addresses on a customer account. We currently have a number of customers with numerous delivery points and have to changeevery time we send to a different location. We ...
donna scotting 12 months ago in IRIS KashFlow / Customers 0 New

Export invoices by invoice number

Your system only allows an export of up to 25 invoices under one date. That isnt much help when you are creating over 100. A function to allow us to export into PDF either by a parameter of between invoice numbers would be far better.
Guest about 1 year ago in IRIS KashFlow / Customers 0 New