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2 Vote

Send a remind letter to cover all customer invoices

You can only send a reminder letter per outstanding invoice. We have some customers with multiple invoices outstanding, it would be good to be able to send a reminder for all outstanding invoices in one go

Created 14 Nov 18:09 by Guest

IRIS KashFlow / Customers

0 Will not implement
2 Vote

CSV Upload to update current customers

The ability to be able to do a mass update on current customers, by using the customer code, and updating field details already on the system. At the minute this isn't allowed as it would be duplicated.

Created 15 Sep 08:47 by Guest

IRIS KashFlow / Customers

0 Will not implement
2 Vote

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...

Created 27 Mar 12:11 by Guest

IRIS KashFlow / Customers

0 Will not implement
2 Vote

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...

Created 10 Jan 09:34 by Guest

IRIS KashFlow / Customers

1 Will not implement
2 Vote

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.

Created 10 Jan 09:31 by Guest

IRIS KashFlow / Customers

0 Will not implement
2 Vote

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...

Created 10 Jan 09:31 by Guest

IRIS KashFlow / Customers

0 Will not implement
2 Vote

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...

Created 10 Jan 09:30 by Guest

IRIS KashFlow / Customers

0 Will not implement
1 Vote

Allow access to files from dropbox to Kashflow ie 2 ways not just K/flow to dropbox

My employer has a pricing matrix for its products which it would very much like to add to dropbox to enable us to effect quotes. Product prices are allocated on a quantity basis not necessarily a customer basis and we've too many prices to load in...

Created 05 Dec 13:50 by Nick Cotton

IRIS KashFlow / Customers

0 Will not implement
1 Vote

Ability to copy between customers and suppliers

I have several suppliers who are also customers - it would be nice if there was a means of copying details across between the two tables.

Created 26 Nov 16:21 by Rich Mellor

IRIS KashFlow / Customers

0 Will not implement
1 Vote

Quote category on customer screen

It would be useful to have access to the quote category menu on the customer invoices, statements screen to give further information for the quotes at a glance. This will allow users to see from this screen which quotes were won or lost.

Created 14 Nov 09:13 by Guest

IRIS KashFlow / Customers

0 Will not implement