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1 Vote

Take me back to customer module when canceling an invoice or quote

I will always start the writing of an invoice or quotation from a customers page (ie the customer module). If I decide I want to cancel either the invoice or quotation whilst writing it, Kashflow defaults to either the invoice or quotation modules...

Created 16 May 05:53 by Rob Smith

IRIS KashFlow / Customers

0
1 Vote

Customer Contact View

My client would like another column in the customer view. They currently have CODE/NAME/VALUE/OUTSTANDING AMOUNT. I would like to add "contact" in here as my client will have multiple customers with the same name but different contacts on each one...

Created 22 Mar 11:01 by Kirsty Willis

IRIS KashFlow / Customers

1 Acknowledged
1 Vote

Indication of number of files or notes in customer record

In a customers record there is the option to add notes and to add files. These options sit on the same 'bar' and you can flick between them but when you click on a customers record it defaults to 'notes'. Unfortunately there is no indication of wh...

Created 22 Mar 06:57 by Rob Smith

IRIS KashFlow / Customers

0 Already exists
1 Vote

Add VAT status to customer account

Able to set the applicable VAT rate to the customer account instead of altering each line on the invoice. For example if invoicing a charity who has supplied Charitable VAT Exemption Certificate the VAT rate would be 0%. if you could do this then ...

Created 21 Mar 16:21 by Guest

IRIS KashFlow / Customers

0
1 Vote

Creat a link between 'Customers' and 'Source Name'

At the moment we have to manually input a value to a 'cost of a sauce' name, whilst the 'value' section is calculated automatically. Can we not have both sides calculate automatically? So for example If i create source 1 as TV_adverts and source 2...

Created 17 Mar 23:02 by Michael Smith

IRIS KashFlow / Customers

0 Acknowledged
1 Vote

Edit list of countries

We have a customer who has listed his country as 'South Korea' and I am unable to enter this exactly as he has requested.

Created 14 Mar 15:08 by Guest

IRIS KashFlow / Customers

0 Acknowledged
1 Vote

List Archived Customers Separately

We are trying to tidy up our records, so we started to archive some of our old customers. However, these customers still appear ins search results even when archived, which can lead to colleagues entering invoices on to the incorrect customer. I t...

Created 13 Mar 10:34 by Guest

IRIS KashFlow / Customers

0 Acknowledged
1 Vote

Customers Searchable in Alphabetically Letters

This was on the previous version.

Created 22 Feb 15:32 by Guest

IRIS KashFlow / Customers

0 Acknowledged
1 Vote

Add Aland Islands to list of Countries

I have a customer in Aland Islands - this is not shown in the country dropdowns.

Created 14 Jan 20:47 by Rich Mellor

IRIS KashFlow / Customers

0 Acknowledged
1 Vote

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...

Created 11 Jan 17:41 by Rob Smith

IRIS KashFlow / Customers

0 Acknowledged