Problem
It is not possible to amend an existing Customer records via CSV.
Managing the accuracy of data is required by law, amending manually in KashFlow is slow and inefficient.
I have systems that check the company name, the registered addres...
Multiple invoices are sent to customers and we would like to automate the credit control but don't want customers to get an email for every individual invoice, can it be linked to a statement instead?
We send out invoices through out the month and a lot of our customers pay upon receipt of a statement at the end of the month. It would be good if we could have automatic credit control on both statements and/or invoices that could be personalised...
Customer statement current/30/60/ 90 plus days breakdown
On our old system, when sending customer statement we had the option of a current/30/60/90plus days or current / 1 month / 2 month 3 months plus at the bottom of the statement. ( no due date).
This is helpful to both customers & ourselves.
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 ...
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.
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...
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.
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