Help us improve

1 Vote

ability to export a list of Customers by status ie ARCHIVED or UNARCHIVED

At present there is only the ability to generate a report of All customers or customers who have been invoiced between specific dates. There is already functionality to actually ARCHIVE customers in the Customer section of the system, but there is...

Created 8 Oct 03:10pm by Jo Triner

IRIS KashFlow / Customers

0 New
1 Vote

Correct application of payments on account and vat

VAT on payments on account from a customer are logged on a VAT return when received, as they should be when cash accounting for VAT. When they are then matched in the future to the sales invoice, if it is not the exact amount, it may create an ove...

Created 6 Oct 02:08pm by Guest

IRIS KashFlow / Customers

0 New
1 Vote

Main Contact for customers

When invoices are created, the main contact is included in the invoice address. If the main contact is changed for a client, the contact for all previous invoices is changed (so that when an old invoice is printed, the new main contact appears, ra...

Created 17 Aug 04:39pm by Guest

IRIS KashFlow / Customers

0 New
1 Vote

VAT reverse charge

Alot of our clients are querying the VAT reverse charge, saying it should read customer to account for VAT reverse charge - not customer to pay VAT

Created 27 May 12:22pm by Guest

IRIS KashFlow / Customers

1 New
1 Vote

Moving the 'notes & files' field on customer accounts to the top of the page, so notes are more visible to the eye.

Moving the notes field on customer accounts from the bottom of the page to the top under transactions. We would find it useful as notes on individual client accounts are always being missed due to them not being very visible.

Created 26 Apr 11:11am by Guest

IRIS KashFlow / Customers

0 New
1 Vote

add the option to delete multiple note's (i.e statements sent) as I would like to remove older ones

Would it be possible to add the option to delete multiple note's (i.e statements sent) as I would like to remove older ones? as once paid, I no longer need to keep them going back to 2018 or older and deleting one at a time take too long, I would ...

Created 9 Apr 09:31am by Guest

IRIS KashFlow / Customers

0 New
1 Vote

print the screen list of unpaid customer invoices

I would like to be able to print the screen list of unpaid customer invoices so I can check my records. Don't need any other informnation and do not need a copy of the invoice.

Created 25 Mar 11:39am by Guest

IRIS KashFlow / Customers

0 New
1 Vote

Customer Report

Report to give the option to include ALL additional email contacts on customer accounts and not just the primary contact.

Created 17 Mar 12:33pm by Guest

IRIS KashFlow / Customers

0 New
1 Vote

EUR or USD invoices

For some of our customers we prepare EUR or USD invoices. But it is not possible to get their account statements as EUR or USD. Statements always comes in GBP currenct automatically.

Created 3 Mar 10:49am by Guest

IRIS KashFlow / Customers

0 New
1 Vote

Reinstate the address lookup button

When entering a customers' address, there used t be a map button for searching an address. This looked up the address in Google Map, making it easy to check street names and postcodes were correct. You removed the feature a few years ago and I mis...

Created 22 Feb 01:07pm by Guest

IRIS KashFlow / Customers

0 New