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SUBMIT IDEA

Customers

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The ability to abstract all customer emails for campaign without having to go to each individual customer.

We wish to send regular emails to customers with offers and it would be useful if we could get this as a list from Kashflow
Guest almost 3 years ago in IRIS KashFlow / Customers 0 New

Reports

Since your last update it no longer retains last view on customer transactions... so now have to select view all, invoices, 100 items... EVERY time I select a customer. Thanks for adding a million unnecessary click per day. It worked fine before.
George Ross almost 3 years ago in IRIS KashFlow / Customers 0 New

Print customer statements in home currency

Hi Rag,Thanks for your email. What I need is for “Customer Statements” to reflect values which are similar to those on invoices ie the ZWL. At present statements are printing only in the USD ie our reporting currency. Please advise how we can do t...
Guest about 3 years ago in IRIS KashFlow / Customers 1 New

Customer Bulk Update Facility

Having imported around 400 customers onto Kashflow, I then created a new default PDF for invoices and changed the HTML code (to include delivery address) and in addition changed the default payment terms from 28 days to 30 days as a system wide se...
Guest over 3 years ago in IRIS KashFlow / Customers 0 New

Choose if a field is mandatory in customer profile

I would like to make email addresses mandatory in customer profile so staff can’t add a customer without an email adreess.
Anonymous over 3 years ago in IRIS KashFlow / Customers 0 New

ability to export a list of Customers by status ie ARCHIVED or UNARCHIVED

At present there is only the ability to generate a report of All customers or customers who have been invoiced between specific dates. There is already functionality to actually ARCHIVE customers in the Customer section of the system, but there is...
Jo Triner over 3 years ago in IRIS KashFlow / Customers 0 New

Correct application of payments on account and vat

VAT on payments on account from a customer are logged on a VAT return when received, as they should be when cash accounting for VAT. When they are then matched in the future to the sales invoice, if it is not the exact amount, it may create an ove...
Guest over 3 years ago in IRIS KashFlow / Customers 0 New

Add extra box under customer profile additional contact

The ability to send a customer sales order to a selected contact. I.e. on the customers profile tab, under Additional Contact, add a new tick box below "Receive Invioces" labelled "Receive Sales Orders". This is very useful if your client requires...
NKB over 3 years ago in IRIS KashFlow / Customers 1 Acknowledged

be able to add companys bank details to customer statements

would make Statements much more professional looking - save time having to write an accompanying email with the Bank details on it
Guest over 3 years ago in IRIS KashFlow / Customers 0 Acknowledged

Main Contact for customers

When invoices are created, the main contact is included in the invoice address. If the main contact is changed for a client, the contact for all previous invoices is changed (so that when an old invoice is printed, the new main contact appears, ra...
Guest over 3 years ago in IRIS KashFlow / Customers 0 New