Help us improve

1 Vote

Adding a Credit Limit

It would be really helpful if we could have the option to add a credit limit to a customer account. This would help us keep control over customer debt. Thank you.

Created 22 Aug 09:18am by Guest

IRIS KashFlow / Customers

1 Released
1 Vote

Automatic bank feed for Metrobank

Metrobank doesn't appear for automatic bank feeds. Is this something that can be arranged please.

Created 4 Jul 01:48pm by Guest

IRIS KashFlow / Customers

0 Released
4 Vote

Time Period

It would be useful to be able to set the time period to 'All' rather than 'this year', as when the year changes you cannot see the last few invoices

Created 6 Feb 11:51am by Guest

IRIS KashFlow / Customers

0 Released
25 Vote

invoice display

You've changed the viewing of customer so that you now have to search through potentially hundreds of transactions by date rather than just selecting from an entire list of invoices ever sent. Therefore making my job at least 3x harder and more ti...

Created 17 May 11:57am by Guest

IRIS KashFlow / Customers

8 Released
1 Vote

New customer transactions view - default filters

With the new UI I am having to change the custom time frame for transactions and transaction type every time I enter a customer account. This has added really quite a lot of additional clicks / time. The easiest way to solve this problem would be ...

Created 11 May 02:00pm by Oliver Sherrington

IRIS KashFlow / Customers

0 Released
4 Vote

View Customer Reference in Invoices List and individual accounts listing of invoices.

Before the amendments on 10th May 18 I could see the Customer Reference for each invoice in the Invoices list and also when going into each account the Customer Reference would show next to each invoice number. This needs to be immediately viewabl...

Created 10 May 12:05pm by Guest

IRIS KashFlow / Customers

3 Released
1 Vote

Loading more than 10 invoices on batch payment

The batch payment system is useless if you have lots of invoices for a single customer. We can have 100 invoices for 1 client and you have to click the load more button so many times. It's far too time consuming. I understand you used to load more...

Created 30 Jan 11:37am by Guest

IRIS KashFlow / Customers

0 Released
4 Vote

Customer Search Bar Nonsense

Most search bars in software apps or on web pages are always at the top of the screen, so why is it that Kashflow has it at the bottom of the screen. This is totally unintuitive - it also means that when you select the customer module your cursor ...

Created 18 Dec 09:19pm by Rob Smith

IRIS KashFlow / Customers

0 Released
1 Vote

Customers with missing emails

In the past when sending out monthly customer statements Kashflow would identify in red text, those customers that did not have email addresses - this was most helpful. The system now doesn't flag missing email addresses instead a text in green fl...

Created 3 Aug 11:49am by Guest

IRIS KashFlow / Customers

0 Released
1 Vote

Debtors Report

Is there a way that the debtors report can be customised to include any notes added to the invoice numbers? I put all my notes there for any chasing I do, but when I send the report to management, I have to add those manually.

Created 25 May 01:02pm by Guest

IRIS KashFlow / Customers

1 Released