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Customers

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Allow access to files from dropbox to Kashflow ie 2 ways not just K/flow to dropbox

My employer has a pricing matrix for its products which it would very much like to add to dropbox to enable us to effect quotes. Product prices are allocated on a quantity basis not necessarily a customer basis and we've too many prices to load in...
Nick Cotton about 7 years ago in IRIS KashFlow / Customers 0 Will not implement

Customers - Foreign Address Handling

When entering details of customers / suppliers with overseas addresses, they all use the same form and checking as for a UK address. This causes issues where a European address (say) is: 10 rue to Beauville57360 Malancourt la MontagneLorraineFRANC...
Rich Mellor about 7 years ago in IRIS KashFlow / Customers 0 Acknowledged

Ability to copy between customers and suppliers

I have several suppliers who are also customers - it would be nice if there was a means of copying details across between the two tables.
Rich Mellor about 7 years ago in IRIS KashFlow / Customers 0 Will not implement

Quote category on customer screen

It would be useful to have access to the quote category menu on the customer invoices, statements screen to give further information for the quotes at a glance. This will allow users to see from this screen which quotes were won or lost.
Guest about 7 years ago in IRIS KashFlow / Customers 0 Will not implement

The ability to e mail all customers at once of a change or new product

If we change say our bank account details or we have a new product in our goods list I think it would be helpful if we could do an e mail and BCC all our customers so they are all aware of the update. Please can this be adopted.
Guest over 7 years ago in IRIS KashFlow / Customers 0 Will not implement

When a note window opens, do not blank out the former page so severely.

When a note window opens, do not blank out the former page so severely (some blanking but retaining legibility is most desirable). Often I want to refer to invoice numbers and dates in my note and I can no longer see them after the note window is ...
CEO over 7 years ago in IRIS KashFlow / Customers 0 Will not implement

Please can we upload bank details onto a customer record

Seems ridiculous that we can upload everything else but not the bank account and sort code
Guest over 7 years ago in IRIS KashFlow / Customers 0 Will not implement

Terms - Set terms to "end of this month" and/or "end of next month" instead of "x days".

Set a customers terms to "end of this month" and/or "end of next month" instead of "x days".
Guest almost 8 years ago in IRIS KashFlow / Customers 2 Already exists

Balance Brought Forward on Statements

Hi, At present when we view statements, the opening balance line shows all historical invoice/payment amounts, which is rather daunting for clients to see when it a large number! It would be better to have a "Balance Brought Forward" amount inst...
Ben Crowley almost 8 years ago in IRIS KashFlow / Customers 0 Acknowledged

Statement detail

Just a quick overview so it makes sense: This month a customer has noticed a payment against an invoice, but they don't remember paying it. I have looked at the account and a credit note has been allocated to credit a line of the invoice that is n...
Guest almost 8 years ago in IRIS KashFlow / Customers 0 Acknowledged