Write a letter, in bulk, addressed to all customers
We would like to write now and then to all or some customers. At the moment we are moving and would like to tell all our customers and suppliers of the change in address and phone number.
7. Where a minor variance might occur when assigning a bank transaction, it would be good to create an adjustment rather than come out enter
Where a minor variance might occur when assigning a bank transaction, it would be good to create an adjustment rather than come out enter a relevant transaction and then start the assigning process again from scratch.
Guest
almost 8 years ago
in IRIS KashFlow
0
Acknowledged
I'd like separate templates for quoting on different products, so that I can include T&C's etc that differ from product to product, instead of having to supply separate documents to the customer.
Hi, it would be very useful to be able to adapt reports for customers. Currently I work to a Client named Orbit. Orbit manage 20+ buildings. Sometimes I need to provide a report on a particular building and sometimes I am required to produce a rep...
EKM Powershop - imports - filtering out 'NON-ORDERS'
Currently it appears that all Orders from EKM Powershop are imported into Kashflow - even those where the order has been abandoned and not paid for. These then have to be manually deselected and deleted on the desktop import page. It would seem th...
If there was a way to set up filters to show all our Direct Customer invoices from Trade Customer invoices would be great. This way we will be able to see all our Trade customer orders in one place which would help us determine who we need to cont...
A way to set the default VAT amount for all purchases to be 0%, so as a flat rate user I don't have to change it manually every time I record a purchase.
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Acknowledged
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Acknowledged
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Acknowledged
