Skip to Main Content
SUBMIT IDEA

Customers

Showing 246

CSV Import for Country

Request the Country field for CSV import to be the country name, not a code.
Mark Woodward over 6 years ago in IRIS KashFlow / Customers 0 Acknowledged

Report in date order

If you run an aged debtor list and export the info as a csv file then each customers invoice dates do not run sequential. Customer Name Invoice Date Invoice No. CUSTOMER 10/04/2018 28778 CUSTOMER 01/05/2018 28934 CUSTOMER 01/06/2018 29180...
jackie lammie over 6 years ago in IRIS KashFlow / Customers 0 Acknowledged

Aging analysis to customer statements

It would be useful to have to option to produce a statement that can be sent to a customer that shows an aging of invoices/credits as an analysis at the bottom of the statement i.e. those invoices that are less than 30 days old, 30-60 days 60-90 d...
Guest over 6 years ago in IRIS KashFlow / Customers 1 Acknowledged

Reinstate vCards import for Mac.

I use this option daily for multiple customers from Mac. There are of course workarounds to create CSV files but it's another job that was handled nicely previously.
Mark Woodward over 6 years ago in IRIS KashFlow / Customers 3 Will not implement

Ability To Select Contact When Sending Invoices/Quotes/Purchases/Statements etc

So the new multiple contact implementation is active now, and it leaves a lot to be desired. Currently you can add multiple contacts to a customer or supplier and mark if each contact should receive invoices/purchases (which apparently also applie...
Guest over 6 years ago in IRIS KashFlow / Customers 1 Acknowledged

When Add Customer now

When Add Customer now and update, it loses the customer page you just created, this need to change to as it was
Guest over 6 years ago in IRIS KashFlow / Customers 1 Acknowledged

Be able to select a default payment method by customer or to enable to Pay Online button for select customers.

There is currently no option to select a default payment method by customer or to enable to Pay Online button for select customers. We have some customers who would like to pay by "Pay Online Button". Unfortunately we need to enable/disable this f...
Guest almost 7 years ago in IRIS KashFlow / Customers / Payments 1 Acknowledged

Delivery receipt on emailed quotes and invoices

This would be so handy so you can tell if your customer has received their email!
Guest almost 7 years ago in IRIS KashFlow / Customers 1 Will not implement

Fixed Asset register should be down-loadable in CSV format

Could easily compare totals to GL account.
Guest almost 7 years ago in IRIS KashFlow / Customers 0 Acknowledged

30 day statements

It would be good to be able to send a statement to all customers with balances over 30 days as a batch.
Guest over 7 years ago in IRIS KashFlow / Customers 0 Acknowledged