Submit Idea
SUBMIT IDEA

Customers

Showing 247

merge customer profiles

our sales team have been adding new customer profile for existing customers by mistake that has left us in the situation we have many customer profiles for the same customer with invoices spread across them. It would be good if you could simply me...
Guest over 1 year ago in IRIS KashFlow / Customers 0 New

FLAG/WARNING/HIGHLIGHT for customers/suppliers on hold

There are times when I forget that a customer or supplier should not be sent a statement. It would be incredibly useful to be able to flag/highlight to indicate on hold.
Guest over 1 year ago in IRIS KashFlow / Customers 0 New

Ability to export contacts

There is only an option to export 'customers' which only includes the first named contact. There needs to be an option to export the contacts along with customers too.
Paul Long over 1 year ago in IRIS KashFlow / Customers 0 New

More detailed statements

Enhance customer statements to include each individual invoice descriptions, providing a detailed overview of the work carried out, alongside the invoiced amounts. on customer statements so that the statement also shows what has been written in th...
Guest over 1 year ago in IRIS KashFlow / Customers 0 New

To be able to view past sent statements

i am unable to view statements tht have been sent. I can only view a notes saying its been sent and the time not the actual statement.
Anonymous over 1 year ago in IRIS KashFlow / Customers 0 New

Format of invoices

In order to make invoices more easily understandable by customers where some elements attract VAT and others do not, or are 0%, it would be great if the columns in an invoice can be adjusted to suit the business in question.
Guest over 1 year ago in IRIS KashFlow / Customers 0 New

Aged Debtors List including post payments

An option should be created to select if you want to include post year-end payments. For example you want to select aged debtors list as at 31.12.2022 however you want to see the balances as at today. Therefore it will remove any amounts which wer...
Guest over 1 year ago in IRIS KashFlow / Customers 0 New

Ability to see debtors by product

It would be useful to have a filter on the debtors report that enables you to drill down by product so you can get a list of debtors against one product only.
Guest almost 2 years ago in IRIS KashFlow / Customers 0 New

Abilityto remove the <company name> field or the <primary contact> from the invoice

My clients are non commercial. ie they are not companies, they are home owners In KashFlow when I create a customer, the company name field is required. When an invoice is issued contains both <company name> and <primary contact>. How ...
Guest almost 2 years ago in IRIS KashFlow / Customers 0 New

Separate email address for statements

Most of our customers request invoices to be sent to one email address and statements to be sent to a different email address. Currently there is no option to select a different email address in kashflow (only one set for invoicing). It would be r...
Rachel Walker about 2 years ago in IRIS KashFlow / Customers 0 New