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1 Vote

Add a Date Paid Column to the summary page

No description provided

Created 30 Nov 17:51 by Guest

IRIS KashFlow / Customers

1 New
3 Vote

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...

Created 08 Oct 15:29 by Guest

IRIS KashFlow / Customers

0 New
34 Vote

Pay Online Button on Statements

The "Pay Onine" button on invoices which links to GoCardless and other payment processors is awesome, but it's not available on Customer Statements! Obviously, if people owe you several invoices, it would be easier for them to pay you all (or sele...

Created 10 Jan 09:15 by Guest

IRIS KashFlow / Customers

0
1 Vote

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...

Created 28 Aug 10:14 by Guest

IRIS KashFlow / Customers

0 New
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 09:18 by Guest

IRIS KashFlow / Customers

0 New
3 Vote

Default Time Period for transactions on the customer screen

There should be a way to change the default “Time Period” on the Transactions screen of the Customer Details page - or at least default it to something more sensible. I regularly go in there to find the last invoice we sent to a customer. But beca...

Created 04 Jan 15:26 by Rob Wheatley

IRIS KashFlow / Customers

2 New
3 Vote

SETTING TRANSACTION DATES IN SALES AND PURCHASE ACCOUNTS

In the new version of Kashflow, the date in customer and supplier accounts defaults back to 01/01/2024 meaning no previous transactions can be seen. Not helpful when we're only on 04/01/2024! It would be helpful if I could set the default date mys...

Created 04 Jan 10:03 by Guest

IRIS KashFlow / Customers

0 Acknowledged
2 Vote

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...

Created 22 Apr 08:45 by Guest

IRIS KashFlow / Customers

0 New
1 Vote

Invoice Delivery Report

It would be helpful to have a delivery report in the case of an invoice not being delivered.

Created 16 Jul 11:44 by Karen Snelson

IRIS KashFlow / Customers

0 New
20 Vote

Notes - Ability to edit notes

Notes - Add a note to contact.Once you add a note to contacts it cannot be edited the only option is to create a new one each time. I think this function should already have been available, not sure why it isn't. Can we please have "Edit Notes" pl...

Created 10 Jan 09:18 by Guest

IRIS KashFlow / Customers / Suppliers

5 Acknowledged