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Removing United Kingdom field on customer invoice

Hello User MRP Is it possible to leave the United Kingdom field blank when issuing invoices with in the UK, you do not normally put United Kingdom on address when sending within the UK Perhaps there can be just a blank field on the drop down...
Guest almost 6 years ago in IRIS KashFlow / Customers 0 Acknowledged

Data download for large follow up campaign

Hi there, I was looking for a way to download customer data for those customers who have quotes. When we finish a job we turn the quote into an invoice so the quote disappears from the list of quotes. It would be good to be able to download custo...
Guest almost 6 years ago in IRIS KashFlow / Customers 0 Acknowledged

Customer statements in Euros (and other foreign currencies)

We've invoiced a customer in Euros. They have asked for an account statement. When I view their statement all transactions are showing as Sterling - whereas all their invoices are in Euros so not very helpful for them to reconcile.
Guest almost 6 years ago in IRIS KashFlow / Customers 0 Acknowledged

A csv report to export into sage that provides: Account reference, date, net amount, tax amount. The net & tax amounts to be the totals of the invoice not per line.

A csv report to export into sage that provides: Account reference, date, net amount, tax amount. The net & tax amounts need to be the totals of the invoice not per line.
Guest almost 6 years ago in IRIS KashFlow / Customers 0 Acknowledged

Need Kashflow to search for words or names in all fields of an account

HiIs there any way to search invoices by name other than just number? Also is there any way Kashflow can be made to search more than just the customer contact card for looking up notes etc? For example, we currently have companies who deal with se...
lisa bartup almost 6 years ago in IRIS KashFlow / Customers 0 Acknowledged

Enabling the customisation of Statements

It isn't currently possible to customise customer statements in the same way that invoices are customisable. It would be useful to be able to add additional text boxes etc to the statements.
Gethin Davies almost 6 years ago in IRIS KashFlow / Customers 0 Acknowledged

Customer Statements

With the new Kashflow platform, we have to go into a number of individual pages to tick the customers who we want to send statements to and then choose the date range. This is very time consuming and in our opinion a backward step compared to the ...
Guest almost 6 years ago in IRIS KashFlow / Customers 0 Acknowledged

Merging of two customer accounts

I've followed the instructions at https://www.kashflow.com/support/kb/merging-customers/ but they do not work. Two of our customers have recently announced a merger into one entity. I need a way of keeping the transaction history for both in one n...
Guest almost 6 years ago in IRIS KashFlow / Customers 0 Acknowledged

Highlight overdue invoices on statements

currently when a statement is produced showing unpaid invoices for a customer there is no way to show whether these invoices are due or past due. It would be helpful if there was an option to have these invoices highlighted in the statement as bei...
Guest almost 6 years ago in IRIS KashFlow / Customers 0 Acknowledged

Allow customers to see the sales code

It would benefit the customer in seeing the sales code plus the description
Guest almost 6 years ago in IRIS KashFlow / Customers 3 Acknowledged