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Re-instate the google postcode look up button on the customer details screen

I use this button regularly to check customers invoice and delivery address when taking orders over the phone
Guest over 6 years ago in IRIS KashFlow / Customers 1

Ability to export contacts

There is only an option to export 'customers' which only includes the first named contact. There needs to be an option to export the contacts along with customers too.
Paul Long 11 months ago in IRIS KashFlow / Customers 0 New

More detailed statements

Enhance customer statements to include each individual invoice descriptions, providing a detailed overview of the work carried out, alongside the invoiced amounts. on customer statements so that the statement also shows what has been written in th...
Guest 11 months ago in IRIS KashFlow / Customers 0 New

Archiving facility of data over 7 years old

As far as I can tell we are not supposed to keep data for longer than is necessary to comply with GDPR but Kashflow does not offer any way to switch on archiving of data over 7 years old. Removing this old data would also improve performance and w...
Guest over 6 years ago in IRIS KashFlow / Customers 0 Acknowledged

Remove 'United Kingdom' from address lines

Or at least make it an option. Our customes are all UK based, so to put 'United Kingdom' at the end of the address line looks ridiculous and makes it difficult to fit into a window envelope. At best, give customers a default option.
Guest over 6 years ago in IRIS KashFlow / Customers 1 Acknowledged

To be able to view past sent statements

i am unable to view statements tht have been sent. I can only view a notes saying its been sent and the time not the actual statement.
Anonymous almost 1 year ago in IRIS KashFlow / Customers 0 New

Add Amount Paid to the top of the clients transactions profile

Hi - currently you have 'Total Invoiced', 'Amount Due' and 'Amount Overdue' at the top of the clients transactions page - if you also added 'Total Paid' to these you would have a full house of all the important information regarding the clients tr...
Rob Smith about 6 years ago in IRIS KashFlow / Customers 0 Acknowledged

Put the 'Stay on Customer Details Page' option back when adding a new customer

Please can we have the option back to allow us to remain on the customer details page when adding a new customer. This option has been removed from the latest update. After entering full details, we now have to search for the new customer again to...
Rich Tapper over 6 years ago in IRIS KashFlow / Customers 0 Acknowledged

Reduce font on new design

Even on my main pc, a lot of the new design is unusable as the font size is so large - for example, the drop down menus may show 2 or 3 options before dropping off the bottom of the screen. Typing a selection from the drop-down also does not work ...
Rich Mellor over 2 years ago in IRIS KashFlow / Customers 2 New

Have "Batch Payment" button on Customer Screen

At the moment you can only post batch payments by going into the invoice screen. It would be smoother if you do it from the customer screen, as then you can see the outstanding invoices for that customer then post a payment against some of them.
Guest almost 8 years ago in IRIS KashFlow / Customers 1 Acknowledged