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SUBMIT IDEA

Customers

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Enabling the customisation of Statements

It isn't currently possible to customise customer statements in the same way that invoices are customisable. It would be useful to be able to add additional text boxes etc to the statements.
Gethin Davies almost 6 years ago in IRIS KashFlow / Customers 0 Acknowledged

Customer Statements

With the new Kashflow platform, we have to go into a number of individual pages to tick the customers who we want to send statements to and then choose the date range. This is very time consuming and in our opinion a backward step compared to the ...
Guest almost 6 years ago in IRIS KashFlow / Customers 0 Acknowledged

Assign customer contact(s) to invoices

You have recently added multiple contacts for a single customer. This does not resolve the issue for users. In large organisations invoices need to be able to be sent to different contacts. At present all KashFlow can do is send the invoice to con...
Paul Cripps almost 7 years ago in IRIS KashFlow / Customers 0 Acknowledged

remove country

PLEASE remove the United Kingdom at the end of customer addresses. I aleady have to fit addresses in to a standard envelope window. This is so annoying and looks unprofessional
Guest almost 7 years ago in IRIS KashFlow / Customers 0 Acknowledged

Extra Column for Paid Date on Invoice/Purchases

When viewing the invoices or purchases screen overview you get to see the basics of entered details, but I feel and would find the option to see when something was paid, rather than just "Paid" a real bonus Issue: when entering invoices/purchases ...
Ben about 7 years ago in IRIS KashFlow / Customers / Invoicing & Quotes / Suppliers 0 Acknowledged

Display more than 8 lines

Please display more than 8 lines at a time when looking at the Purchases and Stats for a Supplier, or Invoices & Stats for a Customer . If the Supplier / Customer has 20 lines of transactions it would be so much easier to see them all on the...
Guest over 7 years ago in IRIS KashFlow / Customers 1 Acknowledged

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

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

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

remove or tailor the "time out" option , private computers do not require it and finding you have been locked out

see my request (#378733) due to a timed out hours of work had to be redone
Guest over 5 years ago in IRIS KashFlow / Customers 0 Acknowledged