Customers

Showing 87

1 VOTE

details

Hi - I think that it would be useful for an extra box in the profile, for job description ?

Guest almost 3 years ago in IRIS KashFlow / Customers 0 New

1 VOTE

To be able apply the correct theme for new customers and suppliers as default

To be able to apply as default a purchase theme containing company terms of purchase for all new suppliers, and a different theme for customers with T&C's instead of having to change manually for each new customer / supplier added

Guest almost 3 years ago in IRIS KashFlow / Customers 0 New

4 VOTE

Putting Customers account "On Hold"

Hi, Is it possible to put a customers account on hold?, for example if they haven't paid, you can tick a checkbox or something to lock account/ bring up a message saying account on hold, so no more invoices can be raised until we unlock / untick c...

Guest about 3 years ago in IRIS KashFlow / Customers 0 New

1 VOTE

Bank import matching screen to just show amount still outstanding

When matching a bank import against multiple invoices it would be useful if it just should the amount outstanding, and not the full original invoice amount.

Guest about 3 years ago in IRIS KashFlow / Customers 0 New

2 VOTE

Be able to automatically send an aged debtors report each week

It would benefit business owners to be able to see who owes them each week, meaning if there are customers who are not paying, they can put certain terms on them i.e. proforma or put them on stop. Having it automatically emailed each week means th...

Guest about 3 years ago in IRIS KashFlow / Customers 0 New

0 VOTE

Cash receipt allocation

Cash receipt sometime is posted without the remittance advice. Kashflow should allow a feature for a posted receipt to be able to allocate to multiple invoices.

Guest about 3 years ago in IRIS KashFlow / Customers 0 New

1 VOTE

Turnover Reports for period shown by month

Would like Income by Customer (and expenditure by Supplier) report to be able to show values by month ie. if you select a period of 1/4/21 - 31/3/22 that it would show as below:- Customer Name Apr21 May21 Jun21 Jul21 Aug21 Sep21 Oct21 Nov21 Dec21 ...

Guest about 3 years ago in IRIS KashFlow / Customers 0 New

2 VOTE

Show Outstanding amounts on onscreen reports

Currently the only amount shown on Customer and Supplier on-screen reports is the full amount of the invoice, it would be so incredibly helpful if you could also see the outstanding amount.

Guest over 3 years ago in IRIS KashFlow / Customers 0 New

1 VOTE

The ability to abstract all customer emails for campaign without having to go to each individual customer.

We wish to send regular emails to customers with offers and it would be useful if we could get this as a list from Kashflow

Guest over 3 years ago in IRIS KashFlow / Customers 0 New

1 VOTE

Reports

Since your last update it no longer retains last view on customer transactions... so now have to select view all, invoices, 100 items... EVERY time I select a customer. Thanks for adding a million unnecessary click per day. It worked fine before.

George Ross over 3 years ago in IRIS KashFlow / Customers 0 New