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Add quote download to invoice download in customer module

When you click on the download button in the customer module you are given the option to either download all or to download customers selected by invoices between two dates. It would be really handy if there was also a third option to download cus...
Rob Smith over 7 years ago in IRIS KashFlow / Customers 0 Acknowledged

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...
Nick Cotton over 7 years ago in IRIS KashFlow / Customers 0 Will not implement

Customers - Foreign Address Handling

When entering details of customers / suppliers with overseas addresses, they all use the same form and checking as for a UK address. This causes issues where a European address (say) is: 10 rue to Beauville57360 Malancourt la MontagneLorraineFRANC...
Rich Mellor over 7 years ago in IRIS KashFlow / Customers 0 Acknowledged

Improve Handling of Accented Characters

Whilst the Kashflow PayPal App seems to handle importing customers names with accented characters and correctly creates an invoice with address details of say: "Pedro Jesús de Benito " in the customer details view, I see Pedro Jesús de Be...
Rich Mellor over 7 years ago in IRIS KashFlow / Customers 2 Will not implement

Statement Formatting

Can we have the ability to orientate the page of A4 to landscape as the template doesn't fit normal.
Guest over 7 years ago in IRIS KashFlow / Customers 0 Acknowledged

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.
Rich Mellor over 7 years ago in IRIS KashFlow / Customers 0 Will not implement

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
Guest over 7 years ago in IRIS KashFlow / Customers 0 Will not implement

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.
Guest over 7 years ago in IRIS KashFlow / Customers 0 Will not implement

Running 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 ...
Guest over 7 years ago in IRIS KashFlow / Customers 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