Customers

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Customer Report

Report to give the option to include ALL additional email contacts on customer accounts and not just the primary contact.

Guest almost 4 years ago in IRIS KashFlow / Customers 0 New

1 VOTE

EUR or USD invoices

For some of our customers we prepare EUR or USD invoices. But it is not possible to get their account statements as EUR or USD. Statements always comes in GBP currenct automatically.

Guest about 4 years ago in IRIS KashFlow / Customers 0 New

1 VOTE

Reinstate the address lookup button

When entering a customers' address, there used t be a map button for searching an address. This looked up the address in Google Map, making it easy to check street names and postcodes were correct. You removed the feature a few years ago and I mis...

Guest about 4 years ago in IRIS KashFlow / Customers 0 New

1 VOTE

Customising Credit Control Letter frequency per customer

We have a number of customers who tend to have set payment runs monthly. I would like to be able to not send them the automated credit control emails and do this manually instead. I think an opt out of credit control reminders on the customer acco...

Guest about 4 years ago in IRIS KashFlow / Customers 0 New

1 VOTE

Have customer contact name, contact Tel No. and email address on invoice for export invoices also EORI

This is required on the invoice by transport companies before they will pick up goods. Most of information already in Customer data.

Guest about 4 years ago in IRIS KashFlow / Customers 0 New

2 VOTE

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

2 VOTE

Running total on statement

I would like to see a running total on a statement showing balance owed.I run a letting business and if you need to evict someone you need to be able to show how much rent is owed on a particular date.

Guest about 8 years ago in IRIS KashFlow / Customers 0 Will not implement

2 VOTE

bulk payments on statements

It would be great if there was maybe an extra column on "Statements" where whatever bulk payment you have made to suppliers stays there because at the moment once the bulk payment has been allocated to invoices,it doesn't show on the statement any...

Guest about 8 years ago in IRIS KashFlow / Customers 0 Will not implement

2 VOTE

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 rent...

Guest about 8 years ago in IRIS KashFlow / Customers 0 Will not implement

2 VOTE

Customer first line of address on customer list

When clicking on the customers icon which displays the list of customers is there any way of also displaying here the first line of their address to easily be able to identify customers with the same surname.

Guest about 8 years ago in IRIS KashFlow / Customers 2 Already exists

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