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KashFlow Ideas

Your ideas allow us to crowdsource feedback, gain customer insight and prioritise our roadmaps.

SUBMIT IDEA

Customers

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Ability to text messages to customers and supplier mobile telephones either individually or groups

Would be useful to confirm appointments, thanks for custom, seasonal messages, news broadcasts or anything you want to inform customers or suppliers about.
Guest over 7 years ago in IRIS KashFlow / Customers 0 Will not implement

remove or tailor the "time out" option , private computers do not require it and finding you have been locked out

see my request (#378733) due to a timed out hours of work had to be redone
Guest over 5 years ago in IRIS KashFlow / Customers 0 Acknowledged

CONTACT customers

Would be great if we could use the kashflow system to contact customers. Our example would be we have to remind customers annually to carry out a service and this facility within kashflow would be amazing as all the information for the customers a...
Guest over 5 years ago in IRIS KashFlow / Customers 0 Acknowledged

Separate email address for statements

Most of our customers request invoices to be sent to one email address and statements to be sent to a different email address. Currently there is no option to select a different email address in kashflow (only one set for invoicing). It would be r...
Rachel Walker almost 2 years ago in IRIS KashFlow / Customers 0 New

We as an Accounting firm we need different Invoice template for our service invoices and on the customer statement

No description provided
Guest almost 6 years ago in IRIS KashFlow / Customers 0 Acknowledged

Removing United Kingdom field on customer invoice

Hello User MRP Is it possible to leave the United Kingdom field blank when issuing invoices with in the UK, you do not normally put United Kingdom on address when sending within the UK Perhaps there can be just a blank field on the drop down...
Guest almost 6 years ago in IRIS KashFlow / Customers 0 Acknowledged

Introduce Credit Limits for Customers

Credit limits for customers would give an early warning to credit limits being reached and would aid credit control
Guest almost 4 years ago in IRIS KashFlow / Customers 0 Planned

Customer statements in Euros (and other foreign currencies)

We've invoiced a customer in Euros. They have asked for an account statement. When I view their statement all transactions are showing as Sterling - whereas all their invoices are in Euros so not very helpful for them to reconcile.
Guest almost 6 years ago in IRIS KashFlow / Customers 0 Acknowledged

New Invoices are created with the name of the first customer in the list - this can create errors when generating large number of invoices

New Invoices are created with the name of the first customer in the list - this can create errors when generating large number of invoices with multiple customers. It would be better to create the new invoice with blank fields.
Paul Roycroft about 6 years ago in IRIS KashFlow / Customers 0 Acknowledged

Multiple delivery addresses with a single invoice address

We have a few accounts with one invoice point and multiple delivery addresses. As such it would be ideal if the account could be set up as the invoice address but with the option to save multiple delivery addresses. We currently have this option i...
Guest about 8 years ago in IRIS KashFlow / Customers 0 Will not implement