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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.

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