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531 Vote

Send customer statements on a set date

I would like to be able to send out customer statements on the last working day of every month. At the moment I need to go into every customer account which is hugely time consuming. I would appreciate for there to be a function to send out the st...

Created 10 Jan 09:09am by Guest

IRIS KashFlow / Customers

30 Released
515 Vote

Multiple Customer Contacts

Add the ability to create more than one contact record for a customer

Created 10 Jan 09:10am by Guest

IRIS KashFlow / Customers / Suppliers

18 Released
160 Vote

Credit Limits

Allow for a credit limit to be set when creating a customer (and suppliers I suppose) along with the current option for specifying credit terms. If an invoice or receipt is then created that will cause the credit limit to be exceeded, the user is ...

Created 10 Jan 09:12am by Guest

IRIS KashFlow / Customers

11 Released
56 Vote

Remember selected options/filters for no. of invoices and archived customers

The old KashFlow used to remember things like how many invoices we wanted to see on a screen, and whereas I appreciate the new KF is set for speed, If i choose to see 100 invoices on a screen then I think it should stay like that until I change it...

Created 10 Jan 09:14am by Guest

IRIS KashFlow / Customers

6 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
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
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

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
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

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