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Status Will not implement
Product IRIS KashFlow
Categories Uncategorised
Created by Guest
Created on Jan 10, 2017

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Unified Customer & Supplier Accounts

Sometimes I have clients who are also suppliers. Would it be possible to have a tick box in their details to be Customers as well as Suppliers to save putting the info in twice?
  • ADMIN RESPONSE
    Jan 10, 2017
    Hi Neil, After consideration with the development team it was decided that such functionality should be included within a CRM system and not a bookkeeping software. We would therefore recommend using a trusted integration such as salesforce or ZohoCRM to allow this?
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    • Anonymous
      Reply
      |       Dec 19, 2024

      Agree with Ken. KashFlow's product owner seems more interested in finding excuses then to actually providing value for customers.

    • Ken Callaghan
      Reply
      |       Aug 3, 2020

      Can't see why this would not be implemented. It's on Sage, Quickbooks and Xero and would be very straighforward technically.

    • +22