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SUBMIT IDEA

Customers

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Please can we upload bank details onto a customer record

Seems ridiculous that we can upload everything else but not the bank account and sort code
Guest almost 8 years ago in IRIS KashFlow / Customers 0 Will not implement

Improved client and supplier search when entering invoices/purchases

Currently, when entering invoices, the 'customer' field allows you to start entering the customer name.... and as you do, it presents the customer names meeting what you have entered. The problem with the current search is it is not able to find c...
Peter almost 8 years ago in IRIS KashFlow / Customers 2 Already exists

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 almost 8 years ago in IRIS KashFlow / Customers 0 Will not implement

Terms - Set terms to "end of this month" and/or "end of next month" instead of "x days".

Set a customers terms to "end of this month" and/or "end of next month" instead of "x days".
Guest almost 8 years ago in IRIS KashFlow / Customers 2 Already exists

Ability to scroll through all invoices for one customer

Instead of having to click on each individual invoice for a certain customer in order to be able to see the details you should be able to open one invoice and then scroll backwards or forwards through each of their invoices. Currently if you do th...
Guest about 8 years ago in IRIS KashFlow / Customers 0 Will not implement

Balance Brought Forward on Statements

Hi, At present when we view statements, the opening balance line shows all historical invoice/payment amounts, which is rather daunting for clients to see when it a large number! It would be better to have a "Balance Brought Forward" amount inst...
Ben Crowley about 8 years ago in IRIS KashFlow / Customers 0 Acknowledged

Contra customer and supplier ledger

Need a simple method to be able to contra between the supplier and customer ledgers without having to set up a dummy bank account. It is needed because it is very easy for clients to forget to change the date when creating the contra payment meani...
Jason Everitt about 8 years ago in IRIS KashFlow / Customers 1 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 about 8 years ago in IRIS KashFlow / Customers 1 Will not implement

Statement detail

Just a quick overview so it makes sense: This month a customer has noticed a payment against an invoice, but they don't remember paying it. I have looked at the account and a credit note has been allocated to credit a line of the invoice that is n...
Guest about 8 years ago in IRIS KashFlow / Customers 0 Acknowledged

Boxes on the bottom of statements to show monthly figures, i.e. Current, 1 Month, 2 Months etc

No description provided
Guest about 8 years ago in IRIS KashFlow / Customers 0 Acknowledged