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My Ideas: Customers

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Linking "sources" from customers to suppliers

Kashflow's "sources" for customers is really handy but I think it would be more useful if the set up could be changed to link it to direct suppliers. This would make it easy to work out what any particular Source has cost (and what income they hav...
Guest over 5 years ago in IRIS KashFlow / Customers 0 Acknowledged

remove or tailor the "time out" option , private computers do not require it and finding you have been locked out

see my request (#378733) due to a timed out hours of work had to be redone
Guest over 5 years ago in IRIS KashFlow / Customers 0 Acknowledged

Aged debtor days for certain periods

When clicking on the customer you can see there aged debtor days, but there is no way to pull a report for certain periods. Would be really useful for the management account queries.
Guest over 5 years ago in IRIS KashFlow / Customers 0 Acknowledged

CONTACT customers

Would be great if we could use the kashflow system to contact customers. Our example would be we have to remind customers annually to carry out a service and this facility within kashflow would be amazing as all the information for the customers a...
Guest over 5 years ago in IRIS KashFlow / Customers 0 Acknowledged

Automated credit control emails to contain the Direct Debit mandate

We can automate credit control emails to go out and this asks for customers to pay the outstanding invoice. However, it doesn't give them an option to then click and signed the Direct Debit Mandate and we can only send this out separately and ends...
Guest over 5 years ago in IRIS KashFlow / Customers 0 Acknowledged

Harvest Customers details

I would like to be able to harvest all my customer email addresses for such things as creating one email to all customers with a sales offer etc
Guest over 5 years ago in IRIS KashFlow / Customers 0 Acknowledged

Search customer by date entered onto kashflow

It would be useful if you could see what date you created the customer through a report. I have issues where I have to put customers on kashflow and a sales database and its hard to know without spending hours checking both databases if i have don...
Guest over 5 years ago in IRIS KashFlow / Customers 0 Acknowledged

Customer statement for Service sector to modify and remove purchase order colum.

Please we need following changes on the customer statement. Remove the purchase order heading and as we are invoicing as service and no need purchase order . Invoice No heading missing Please can move our VAT number to left-hand side. Please co...
Guest over 5 years ago in IRIS KashFlow / Customers 0 Acknowledged

We as an Accounting firm we need different Invoice template for our service invoices and on the customer statement

No description provided
Guest over 5 years ago in IRIS KashFlow / Customers 0 Acknowledged

Print delivery address label

Print delivery address label from stored info in a customers profile. Should be possible to change font size to suit postage label or pallet label
Guest over 5 years ago in IRIS KashFlow / Customers 1 Acknowledged