Submit Idea
Submit Idea Subscribe
Status Acknowledged
Product IRIS KashFlow
Categories Uncategorised
Created by Guest
Created on Jan 10, 2017

RELATED IDEAS

The ability to view notes of an invoice/Qoutes/Customer in the reporting section

When looking at any of the reports that are related to the customer invoices, I think it would be useful to have the ability to be able to see notes relating to a specific invoice as to why there were potentially any issues with that invoice, that can be seen at a glance rather than having to go into every single account to look for notes.
  • ADMIN RESPONSE
    Jan 10, 2017
    Hi Steven, The reason we havent added additional columns into our reports is that they already contain a large amount of information and adding additional columns is not feasible at this time. Unfortunately for more in depth reporting you would require a CRM system that will enable you to track customer issues for example. we cannot hold any information on notes etc anywhere other than the customer record.
  • Attach files