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SUBMIT IDEA

Customers

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Improved client and supplier search when entering invoices/purchases

Currently, when entering invoices, the 'customer' field allows you to start entering the customer name.... and as you do, it presents the customer names meeting what you have entered. The problem with the current search is it is not able to find c...
Peter almost 8 years ago in IRIS KashFlow / Customers 2 Already exists

Ability to scroll through all invoices for one customer

Instead of having to click on each individual invoice for a certain customer in order to be able to see the details you should be able to open one invoice and then scroll backwards or forwards through each of their invoices. Currently if you do th...
Guest almost 8 years ago in IRIS KashFlow / Customers 0 Will not implement

Contra customer and supplier ledger

Need a simple method to be able to contra between the supplier and customer ledgers without having to set up a dummy bank account. It is needed because it is very easy for clients to forget to change the date when creating the contra payment meani...
Jason Everitt about 8 years ago in IRIS KashFlow / Customers 1 Will not implement

A 'pop up' note system for clients/suppliers when you enter the record

If I need to add notes to a client record that are important and need 'flagging' up next time I enter the record - there is no way to do this. It would be helpful to add notes that pop up when you next enter the record of a customer or supplier - ...
Guest about 8 years ago in IRIS KashFlow / Customers 0 Acknowledged

Merge 2 Client Accounts

We have 2 client accounts for 1 client. This has happened because user didn't check if client had an account before adding as a client. For data cleansing and analysis, this is a bit of a pain, producing data that is lacking for the client. It wou...
Guest 10 months ago in IRIS KashFlow / Customers 0 New

Update all customer information pages at once before clicking "update details" button

Would it be possible, especially when creating a new customer, to input all information on Profile, Options & Other Info pages before clicking the "Update Details" button? At the moment, once you complete the customer details, you can't go to ...
A Liptrot over 1 year ago in IRIS KashFlow / Customers 0 New

Reduce font on new design

Even on my main pc, a lot of the new design is unusable as the font size is so large - for example, the drop down menus may show 2 or 3 options before dropping off the bottom of the screen. Typing a selection from the drop-down also does not work ...
Rich Mellor over 2 years ago in IRIS KashFlow / Customers 2 New

Be able to automatically send an aged debtors report each week

It would benefit business owners to be able to see who owes them each week, meaning if there are customers who are not paying, they can put certain terms on them i.e. proforma or put them on stop. Having it automatically emailed each week means th...
Guest over 2 years ago in IRIS KashFlow / Customers 0 New

Show Outstanding amounts on onscreen reports

Currently the only amount shown on Customer and Supplier on-screen reports is the full amount of the invoice, it would be so incredibly helpful if you could also see the outstanding amount.
Guest 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