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My Ideas: Customers

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Bulk Customer Statements

It would be great if there was a way you could send out customer statements 'in bulk' to everyone, on say 1st of every month, rather than one-by-one individually.
Guest almost 5 years ago in IRIS KashFlow / Customers 0 New

A notes box on customer profile page

This would be useful to write notes EG opening times of company what days people you talk to work. credit limits and payment terms of the accounts
Guest over 2 years ago in IRIS KashFlow / Customers 0 New

NEW DASHBOARD Create New Customer (from US)

In the past when I create a new customer (and select to create an invoice once customer is created), I could enter their name and address, then go to the options page to add VAT number / whether they are inside / outside the EU etc and click Updat...
Rich Mellor over 2 years ago in IRIS KashFlow / Customers 0 Acknowledged

Customer Codes - import from paypal

When I import from Paypal, new customers are created using codes such as José21 - but if I update their address, I am told the customer code is invalid. I then have to guess what number to put after Jose as there is no easy way of finding the next...
Rich Mellor over 2 years ago in IRIS KashFlow / Customers 0 New

Help with exporting Clients to CSV without losing data!

The exported customer fields do not match the Kashflow> Customer > Profile fields in the exported Reports>Sales>Customer ALL CSV Exporting does not generate separate rows for Primary and Additional contacts for a company , with each co...
Guest over 2 years ago in IRIS KashFlow / Customers 0 New

30 day statements

It would be good to be able to send a statement to all customers with balances over 30 days as a batch.
Guest over 7 years ago in IRIS KashFlow / Customers 0 Acknowledged

Extracting VAT info from two separate Kashflow accounts with the same VAT Registration number

We have two separate VAT registered accounts with Kashflow (two different components of our copany) both under the same VAT number. As you know, with the new HMRC Regulations where VAT returns have to be submitted digitally, I have found out from ...
Guest over 2 years ago in IRIS KashFlow / Customers 0 New

Amend customer details via CSV (or API)

Problem It is not possible to amend an existing Customer records via CSV. Managing the accuracy of data is required by law, amending manually in KashFlow is slow and inefficient. I have systems that check the company name, the registered addres...
David Evans about 5 years ago in IRIS KashFlow / Customers 0 New

View payslips on mobile rather than download

please add an option to view payslips when on mobile rather than download them
Guest over 2 years ago in IRIS KashFlow / Customers 0 New

Improved client and supplier search when entering invoices/purchases

Currently, when entering invoices, the 'customer' field allows you to start entering the customer name.... and as you do, it presents the customer names meeting what you have entered. The problem with the current search is it is not able to find c...
Peter almost 8 years ago in IRIS KashFlow / Customers 2 Already exists