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Option to customize initial customer view: default is currently transactions.

Not every user can match payments with invoices, even with the use of applying credit. Therefor the transaction page is defunct. Please allow a choice of view when a customer is selected, profile/statement OR transaction.
Guest about 6 years ago in IRIS KashFlow / Customers 0

Changing customer info wiithout changing historical information

Recently we had a customer who slightly changed their contact details. Not a new customer, same one, so we did not want to change historical information, only going forward. We did not want to add then as a new customer as they were already an exi...
Guest about 6 years ago in IRIS KashFlow / Customers 1 Already exists

Amend Columns visible of Client invoicec summary, as well as Invoice summary list. ie swith PO Column for a Custom or SOW type field. Same applies for Supplier Purchase columns.

This would benefit us from a perspective of visible details. ie, while useful, Client/Supplier PO numbers are not the same as our SOW index or invoice details. This would remove the need for this to be duplicated just to be visible in reviews. In ...
Noel Gorvett over 6 years ago in IRIS KashFlow / Customers 0 Acknowledged

Invoice list does not show 'supplied to' when more than one contact is entered

Invoice list does not show 'supplied to' when more than one contact is entered. When one contact is entered this field is filled, but when a second contact name is entered nothing shows here. This is an anomaly.
CEO over 6 years ago in IRIS KashFlow / Customers 2 Already exists

Transferring credits between customers or suppliers

It would be useful if we could transfer a balance on a customer account to another account without having to split payments on in the bank. When we have client with more than one account with us, they tend to pay both accounts' balances with one p...
Gethin Davies over 6 years ago in IRIS KashFlow / Customers 0 Acknowledged

Remove "Formal Notice of Default" added to debt chase emails

We have just discovered Kashflow adds the text "Formal Notice of Default" to the invoice copy when using automatic debt chasing. This is something we do not want and risks alienating our clients. There is no warning that you do this nor any option...
Ian Devereux over 6 years ago in IRIS KashFlow / Customers 0

Export only current customer data, excluding archived customers

This would be useful to only export current customers so that I'm not sending group information to people that are no longer part of our business.
Alastair Duncan over 6 years ago in IRIS KashFlow / Customers 0 Acknowledged

Customer pagination as numbers instead of arrows

It doesn't make a difference to most people, but if you have lots of customers on a certain letter, it's extra clicks than it was before in 'old' Kashflow to reach accounts that are beyond page 2. Before, you had [1] [2] [3] [4], so if you new you...
Guest over 6 years ago in IRIS KashFlow / Customers 2 Acknowledged

Sub Accounts for Different Projects

Our business offers multiple services and different people are responsible for the invoicing of these. It would be helpful if we could assign separate email addresses for the different facets of the business so that responses could go to the relev...
ceri jones over 6 years ago in IRIS KashFlow / Customers / Invoicing & Quotes 0 Acknowledged

Make additional contact email searchable in Search Customer field

Seems to be a snagging issue with the Search Customer field - sometimes doesn't come back with any results, e.g. an additional contact email was not rendering a result.
Guest over 6 years ago in IRIS KashFlow / Customers 0 Acknowledged