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2 Vote

Automatically calculate interest on outstanding invoices

Before I updated the system, Kashflow worked out how much interest we could charge on outstanding invoices, it was a great way of getting customers to pay up. Now it doesn't appear to feature.

Created 08 Jul 15:57 by Guest

IRIS KashFlow / Customers

0 New
1 Vote

View payslips on mobile rather than download

please add an option to view payslips when on mobile rather than download them

Created 31 Aug 10:30 by Guest

IRIS KashFlow / Customers

0 New
2 Vote

Credit limit for customers

This would be helpful so that we can keep track of how much a customer owes before they go over their credit limit.

Created 17 Jun 08:33 by Guest

IRIS KashFlow / Customers

0 Planned
3 Vote

Fixed Asset register should be down-loadable in CSV format

Could easily compare totals to GL account.

Created 27 Mar 10:36 by Guest

IRIS KashFlow / Customers

0 Acknowledged
2 Vote

Bulk Customer Statements

It would be great if there was a way you could send out customer statements 'in bulk' to everyone, on say 1st of every month, rather than one-by-one individually.

Created 01 May 10:43 by Guest

IRIS KashFlow / Customers

0 New
1 Vote

details

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

Created 03 Aug 13:33 by Guest

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

Created 07 Jul 16:39 by Guest

IRIS KashFlow / Customers

0 New
2 Vote

Amend customer details via CSV (or API)

Problem It is not possible to amend an existing Customer records via CSV. Managing the accuracy of data is required by law, amending manually in KashFlow is slow and inefficient. I have systems that check the company name, the registered addres...

Created 04 Feb 21:08 by David Evans

IRIS KashFlow / Customers

0 New
3 Vote

30 day statements

It would be good to be able to send a statement to all customers with balances over 30 days as a batch.

Created 11 Aug 09:47 by Guest

IRIS KashFlow / Customers

0 Acknowledged
2 Vote

Multiple invoices are sent to customers and we would like to automate the credit control but don't want customers to get an email for every individual invoice, can it be linked to a statement instead?

We send out invoices through out the month and a lot of our customers pay upon receipt of a statement at the end of the month. It would be good if we could have automatic credit control on both statements and/or invoices that could be personalised...

Created 19 Dec 11:28 by Guest

IRIS KashFlow / Customers

0 New