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In customer, Forms and Envelopes - have a facility to remove the "United Kingdom" line from envelope format

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Guest about 8 years ago in IRIS KashFlow / Customers 0 Will not implement

The option to change the layout of a statement.

I'd like to be able to change the layout of a statement like you can change the layout of an invoice. Eg. I'd like to taken out the column for purchase order and add instead a column that pulls through the invoice description.
Guest about 8 years ago in IRIS KashFlow / Customers 0 Will not implement

the 'pay now' button in automatic credit control reminder letters

the ability to set up 'pay now' within credit control reminder letters would be very useful. Currently it seems to be only available in invoices.
Guest about 8 years ago in IRIS KashFlow / Customers 0 Already exists

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

Price list

I already have all the products setup on system, what we were wondering is the following: Can you setup different prices for each customer (ie not wholesale pricing) If a new price is entered when raising invoice for product, can this price be sav...
Damian McCann over 4 years ago in IRIS KashFlow / Customers 0 New

VAT Destination Rules

As the EU has brought in destination VAT charging (which may or may not be adopted by the KashFlow user), it is imperative that a standard VAT rate can also be added to each customer, which defaults to the standard VAT rate for the customer's EU c...
Rich Mellor about 2 years ago in IRIS KashFlow / Customers 1 New

Customer Profile - VAT Registered / Based Option

In the customer profile, it is annoying to have to select the option for where a customer is VAT registered based (ie. home country, the EU, outside the EU etc). This should default to the country used for the billing address - as surely that is w...
Rich Mellor about 2 years ago in IRIS KashFlow / Customers 0 New

Remember Setting for Transactions - Time Period

When viewing a customer record, the time period on the Transactions view defaults to This Year. Around the new year, this is problematic, as you cannot view some transactions, unless you switch the time period to ALL. However, when you return to t...
Rich Mellor about 2 years ago in IRIS KashFlow / Customers 0 New