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My Ideas: Customers

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Customer Transactions EXCLUDING VAT

Ability to view/export to csv Customer Transactions EXCLUDING VAT.
George Ross about 5 years ago in IRIS KashFlow / Customers 0 New

Customer statement current/30/60/ 90 plus days breakdown

On our old system, when sending customer statement we had the option of a current/30/60/90plus days or current / 1 month / 2 month 3 months plus at the bottom of the statement. ( no due date). This is helpful to both customers & ourselves.
Guest over 5 years ago in IRIS KashFlow / Customers 0 New

Add a Date Paid Column to the summary page

No description provided
Guest 3 months ago in IRIS KashFlow / Customers 1 New

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...
Guest 6 months ago in IRIS KashFlow / Customers 0 New

Invoice Delivery Report

It would be helpful to have a delivery report in the case of an invoice not being delivered.
Karen Snelson 7 months ago in IRIS KashFlow / Customers 0 New

Ability to have more than one delivery address on a customer account

I think it would be very useful to have the ability to input multiple delivery addresses on a customer account. We currently have a number of customers with numerous delivery points and have to changeevery time we send to a different location. We ...
donna scotting 8 months ago in IRIS KashFlow / Customers 0 New

Export invoices by invoice number

Your system only allows an export of up to 25 invoices under one date. That isnt much help when you are creating over 100. A function to allow us to export into PDF either by a parameter of between invoice numbers would be far better.
Guest 11 months ago in IRIS KashFlow / Customers 0 New

merge customer profiles

our sales team have been adding new customer profile for existing customers by mistake that has left us in the situation we have many customer profiles for the same customer with invoices spread across them. It would be good if you could simply me...
Guest 11 months ago in IRIS KashFlow / Customers 0 New

FLAG/WARNING/HIGHLIGHT for customers/suppliers on hold

There are times when I forget that a customer or supplier should not be sent a statement. It would be incredibly useful to be able to flag/highlight to indicate on hold.
Guest 11 months ago in IRIS KashFlow / Customers 0 New

Ability to export contacts

There is only an option to export 'customers' which only includes the first named contact. There needs to be an option to export the contacts along with customers too.
Paul Long about 1 year ago in IRIS KashFlow / Customers 0 New