Customers

Showing 87

Ability to have more than one delivery address on a customer account

I think it would be very useful to have the ability to input multiple delivery addresses on a customer account. We currently have a number of customers with numerous delivery points and have to changeevery time we send to a different location. We ...

donna scotting 10 months ago in IRIS KashFlow / Customers 0 New

3 VOTE

Reduce font on new design

Even on my main pc, a lot of the new design is unusable as the font size is so large - for example, the drop down menus may show 2 or 3 options before dropping off the bottom of the screen. Typing a selection from the drop-down also does not work ...

Rich Mellor over 2 years ago in IRIS KashFlow / Customers 2 New

5 VOTE

BUGFIX (URGENT) - Correct VAT options for Customer Profiles

Following the recent changes in readiness for Brexit, I see that my customers now have the following profile options: VAT Registered in the UK VAT Registered in the EU Based outside of the EU VAT registered in an EC Member State and I (the KashFlo...

Rich Mellor over 4 years ago in IRIS KashFlow / Customers 5 New

1 VOTE

Export invoices by invoice number

Your system only allows an export of up to 25 invoices under one date. That isnt much help when you are creating over 100. A function to allow us to export into PDF either by a parameter of between invoice numbers would be far better.

Guest about 1 year ago in IRIS KashFlow / Customers 0 New

1 VOTE

merge customer profiles

our sales team have been adding new customer profile for existing customers by mistake that has left us in the situation we have many customer profiles for the same customer with invoices spread across them. It would be good if you could simply me...

Guest about 1 year ago in IRIS KashFlow / Customers 0 New

1 VOTE

FLAG/WARNING/HIGHLIGHT for customers/suppliers on hold

There are times when I forget that a customer or supplier should not be sent a statement. It would be incredibly useful to be able to flag/highlight to indicate on hold.

Guest about 1 year ago in IRIS KashFlow / Customers 0 New

1 VOTE

Ability to export contacts

There is only an option to export 'customers' which only includes the first named contact. There needs to be an option to export the contacts along with customers too.

Paul Long about 1 year ago in IRIS KashFlow / Customers 0 New

1 VOTE

More detailed statements

Enhance customer statements to include each individual invoice descriptions, providing a detailed overview of the work carried out, alongside the invoiced amounts. on customer statements so that the statement also shows what has been written in th...

Guest about 1 year ago in IRIS KashFlow / Customers 0 New

1 VOTE

To be able to view past sent statements

i am unable to view statements tht have been sent. I can only view a notes saying its been sent and the time not the actual statement.

Anonymous over 1 year ago in IRIS KashFlow / Customers 0 New

2 VOTE

Be able to automatically send an aged debtors report each week

It would benefit business owners to be able to see who owes them each week, meaning if there are customers who are not paying, they can put certain terms on them i.e. proforma or put them on stop. Having it automatically emailed each week means th...

Guest almost 3 years ago in IRIS KashFlow / Customers 0 New

Please enter your email address

KashFlow Ideas

FILTER BY CATEGORY