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Improvements to Contacts

Option for primary contact to receive invoices or not. Option to view contacts in a list rather than in the form Fields for telephone number, email address, fax and web address on Customer Company details. Additional fields for contacts, e.g. job...
Julie Shepherd over 6 years ago in IRIS KashFlow / Customers / Suppliers 0 Acknowledged

Would it be possible to create a pricelist for a customer

when invoices are raised, you could select the price as quoted to a specific customer
Guest over 6 years ago in IRIS KashFlow / Customers 0 Acknowledged

Add Projects to the "Sales" user profile

Alison Deverill Jul 10, 14:49 BST I have set up individual users for KashFlow and would like to create an access for our project managers which is Sales but, with access to Projects.Being a small design company - the Project Managers also create...
Guest over 6 years ago in IRIS KashFlow / Customers 0 Acknowledged

Add another column in the All Customers report from the option tab to show the detault email template

The All Customers report is very useful to us and we would like to see another column added in this report to show the 'Default Email Template' from the options tab. Is this possible as it's only another field of data?
Guest over 6 years ago in IRIS KashFlow / Customers 1

Able to type in the email when sending multiple invoices

When choosing all the invoices to be emailed to a customer at the end of the month, it would be useful to be able to enter text in the body of the email before it is sent.
Guest over 6 years ago in IRIS KashFlow / Customers 0 Acknowledged

Credit Limit for multiple invoice customers

Example here to use: We have a customer that makes multiple small purchases, we invoice for each purchase but he doesn't pay until all of the invoices amount to £50. Similar to a monthly statement, except that £50 could be reached in a week or 7 ...
Guest over 6 years ago in IRIS KashFlow / Customers 0 Acknowledged

Longer name field on transactions page

Your software allows a longer name field than the one shown on the transactions title field. This causes us problems because we put important info at the end of the name and without this I have to switch tabs to find it in the profile. seeing just...
CEO over 6 years ago in IRIS KashFlow / Customers 0 Acknowledged

Add 'Next 12 months' to dates viewable drop down list in customer page

I create 12 month taylored works packages with each of my customers individually. Once the works are agreed I then create invoices for the works. At this moment Ithe default view for invoices on the customer page is 'this year'. There are other op...
Rob Smith over 6 years ago in IRIS KashFlow / Customers 1 Acknowledged

Add 'Amount Paid' to the new Customer layout and 'Amount Over-due' to the new Supplier layout

At the top of the page in the new Customer layout we get to see the total invoiced, the amount due and the amount overdue so why not the amount paid?, seems simple enough. We do see this 'feature' in the new Suppliers layout along with Total Bille...
Rob Smith over 6 years ago in IRIS KashFlow / Customers 0 Acknowledged

Download and Upload facilities for Customer CONTACTS

There is currently a facility to download customer details, but NOT the individual contacts. Similarly, customers can be uploaded, but contacts cannot. It would be really helpful to have this facility available.
Guest over 6 years ago in IRIS KashFlow / Customers 1