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Option to schedule automatic weekly or bi-weekly statements

Some of our customers need weekly or bi-weekly statements and these have to be done manually, as the current system only allows to schedule 1 statement per month
Guest 13 days ago in IRIS KashFlow / Customers 0 New

3PL Any Where

3PL Anywhere Inc. is a trusted Canadian-based third-party logistics (3PL) provider delivering end-to-end supply chain solutions across North America. With a focus on warehousing, distribution, kitting, shipping, and freight forwarding, we help bus...
james evans 27 days ago in KashFlow HR 0

Add monthly totals to customer statements

This was submitted and acknowledged in September 2018 (and in 2017) so just bringing it to the forefront again. Very useful for customers to quickly see amounts due and especially overdue totals! Its the norm from most companies so looks a little ...
Guest 9 months ago in IRIS KashFlow / Customers 0 New

Add a Date Paid Column to the summary page

No description provided
Guest about 1 year ago in IRIS KashFlow / Customers 1 New

Stop the automated emails for repeat invoices

Please consider stopping the automated emails every month notifying me of the repeat invoices. They are the same every month (because they are repeat invoices!) so I do not need to be notified. This will avoid customers receiving unnecessary email...
Guest about 1 year ago in IRIS KashFlow / Customers 0 New

Make Customer selection easier

In the Customer Section, arranged alphabetically, it would help if the 'Page 1/2/3' etc'. function for searching out other customers beginning with the same letter, was also at the top of the page as well as the bottom of the page. If we have a l...
Guest over 1 year ago in IRIS KashFlow / Customers 1 New

Invoice Delivery Report

It would be helpful to have a delivery report in the case of an invoice not being delivered.
Karen Snelson over 1 year ago in IRIS KashFlow / Customers 0 New

Ability to have more than one delivery address on a customer account

I think it would be very useful to have the ability to input multiple delivery addresses on a customer account. We currently have a number of customers with numerous delivery points and have to changeevery time we send to a different location. We ...
donna scotting over 1 year ago in IRIS KashFlow / Customers 0 New

Merge 2 Client Accounts

We have 2 client accounts for 1 client. This has happened because user didn't check if client had an account before adding as a client. For data cleansing and analysis, this is a bit of a pain, producing data that is lacking for the client. It wou...
Guest over 1 year ago in IRIS KashFlow / Customers 0 New

Export invoices by invoice number

Your system only allows an export of up to 25 invoices under one date. That isnt much help when you are creating over 100. A function to allow us to export into PDF either by a parameter of between invoice numbers would be far better.
Guest over 1 year ago in IRIS KashFlow / Customers 0 New