Customers

Showing 14

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...

Guest about 8 years ago in IRIS KashFlow / Customers 30 Released

515 VOTE

Multiple Customer Contacts

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

Guest about 8 years ago in 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 ...

Guest about 8 years ago in 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...

Guest about 8 years ago in 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...

Guest almost 7 years ago in 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

Guest about 2 years ago in IRIS KashFlow / Customers 0 Released

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.

Guest 8 months ago in IRIS KashFlow / Customers 1 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...

Guest almost 7 years ago in IRIS KashFlow / Customers 3 Released

1 VOTE

Automatic bank feed for Metrobank

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

Guest almost 2 years ago in 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 ...

Rob Smith over 7 years ago in IRIS KashFlow / Customers 0 Released

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