Customers

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1 VOTE

Highlight certain customers

Hello, i would like to know if there is a way to highlight certain customers on Kashflow so other departments can see this particular customer is highlighted for a reason, without using the Notes option, i need it to be more clear at the start of ...

Guest about 5 years ago in IRIS KashFlow / Customers 0 New

1 VOTE

Customer Turnover Month by Month

My Reps are always asking for their customers turnover rather like looking at Aged Debtors Creditors report presently it is very difficult to give them information easily Steve Taylor

Guest over 5 years ago in IRIS KashFlow / Customers 1 Acknowledged

1 VOTE

Auto email to customer to thank for payment

Once invoices are matched/reconciled through the bank feed it would be great if there was a simple way or an auto process that issued a 'thanks for your payment' email that gives the amount paid and the invoice numbers that it has been matched to....

Guest over 5 years ago in IRIS KashFlow / Customers 0 Acknowledged

1 VOTE

Allow Validation on Custom Fields

Hi Whilst not a priority it would be very useful to be able to set validation on the custom customer fields as created in Settings, Customer fields. For example field type create as Date - this would only permit valid dates to be entered , op...

Guest over 5 years ago in IRIS KashFlow / Customers 0 Acknowledged

1 VOTE

interest on customer invoices options (present in old Kash flow not new)

used frequently by my clients for Credit control purposes

Guest over 5 years ago in IRIS KashFlow / Customers 0 Acknowledged

1 VOTE

Linking "sources" from customers to suppliers

Kashflow's "sources" for customers is really handy but I think it would be more useful if the set up could be changed to link it to direct suppliers. This would make it easy to work out what any particular Source has cost (and what income they hav...

Guest over 5 years ago in IRIS KashFlow / Customers 0 Acknowledged

1 VOTE

Aged debtor days for certain periods

When clicking on the customer you can see there aged debtor days, but there is no way to pull a report for certain periods. Would be really useful for the management account queries.

Guest over 5 years ago in IRIS KashFlow / Customers 0 Acknowledged

1 VOTE

Automated credit control emails to contain the Direct Debit mandate

We can automate credit control emails to go out and this asks for customers to pay the outstanding invoice. However, it doesn't give them an option to then click and signed the Direct Debit Mandate and we can only send this out separately and ends...

Guest over 5 years ago in IRIS KashFlow / Customers 0 Acknowledged

1 VOTE

Harvest Customers details

I would like to be able to harvest all my customer email addresses for such things as creating one email to all customers with a sales offer etc

Guest over 5 years ago in IRIS KashFlow / Customers 0 Acknowledged

1 VOTE

Search customer by date entered onto kashflow

It would be useful if you could see what date you created the customer through a report. I have issues where I have to put customers on kashflow and a sales database and its hard to know without spending hours checking both databases if i have don...

Guest over 5 years ago in IRIS KashFlow / Customers 0 Acknowledged