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SUBMIT IDEA

Customers

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Statement Formatting

Can we have the ability to orientate the page of A4 to landscape as the template doesn't fit normal.
Guest about 7 years ago in IRIS KashFlow / Customers 0 Acknowledged

Send a remind letter to cover all customer invoices

You can only send a reminder letter per outstanding invoice. We have some customers with multiple invoices outstanding, it would be good to be able to send a reminder for all outstanding invoices in one go
Guest over 7 years ago in IRIS KashFlow / Customers 0 Will not implement

Running balance shown on Statements

It would good to see a running balance after each transaction on each statement rather just a balance at end of the statement. I am a landlord and if you have to evict a tenant for rent arrears you need to be able to show the weekly or monthly ...
Guest over 7 years ago in IRIS KashFlow / Customers 0 Acknowledged

Allow customers to be sorted by date added and not only alphabetically

I am more likely to be searching for a recently added customer than the customer beginning with the letter A. Show the date added. Sometimes this is useful to jog memory about the customer. Still retain the ability to sort alphabetically, of course.
Katrina Boydon over 7 years ago in IRIS KashFlow / Customers 0 Acknowledged

CSV Upload to update current customers

The ability to be able to do a mass update on current customers, by using the customer code, and updating field details already on the system. At the minute this isn't allowed as it would be duplicated.
Guest over 7 years ago in IRIS KashFlow / Customers 0 Will not implement

Include the Alphabet at the top of customers & suppliers page as on the old kashflow pages

This was a really useful shortcut on the old kashflow and the new one would benefit from it
Guest over 7 years ago in IRIS KashFlow / Customers 0 Acknowledged

Allow contact details to be separate from customer account name

At the moment, to get your customers listed alphabetically, you cannot use Mr or Mrs as part of the customer name, as alphabetically they appear under the Mr M rather than Smith (Mr M Smith)
Nikki Fothergill over 7 years ago in IRIS KashFlow / Customers 0 Acknowledged

Facility to add payment options to Customer Statement

If we could add all payment option details to the bottom of customer statements then there would be no need to refer to or attach the invoices referred to in statement
Guest over 7 years ago in IRIS KashFlow / Customers 0 Acknowledged

Aggregate the 'Notes' into a single view on the Overview page to show recent activity

If other customers do as we do and include details of correspondence with clients in the ‘Notes’ section attached to each invoice, it would be useful to be able to see an aggregated view of all ‘Notes’ in reverse chronological order on the Overvie...
Guest almost 8 years ago in IRIS KashFlow / Customers 0 Will not implement

Ability to merge two customer accounts

It would be great to be able to merge two customer accounts - at the moment, the only way around this is to either manually assign invoices from one account to the other or manually exporting and importing the data again. Sometimes customers end u...
Guest about 8 years ago in IRIS KashFlow / Customers 1 Will not implement