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Status Released
Product IRIS KashFlow
Categories Customers
Created by Guest
Created on May 18, 2018
Merged idea
This idea has been merged into another idea. To comment or vote on this idea, please visit KF-I-5031 "Part paid" filter for invoices should also show "part paid overdue" invoices. Otherwise it doesn't even make sense..

Revised Customer information pages disappointing and less functional. Merged

This new layout is taking some getting used to. I have to say the previous layout was much more practical with far more information on each page rather than great big banner headlines and paragraphs. I suspect tjhis has been done to accommodate mobile devices with tiny screens, but for those that do their business accounts on a proper display (the majority?) this is not very good I am afraid.
I can no longer select all unpaid invoices by Customer. I used to get both overdue and unpaid on one list, by specifying a status of unpaid. Now I have to go searching separately for an open invoice in both unpaid and then overdue, so I can no longer see a simple Customer unpaid position. This is REALLY a massive step backwards. Can anything be done so unpaid actually means unpaid again PLEASE?!!! I also notice you have both "part paid" and "not fully paid as status options. Surely they are the same thing? Can we have old layout back please for all the pages that come up when you click on a Customer?

1 MERGED

Change the default settings in the customer transactions tab

Merged
The old Customer transaction page used to display all transactions and could then be filtered down if needed, but it now displays a short filtered list that has to be manually expanded every single time I want to see all transactions. I would like...
Guest over 6 years ago in IRIS KashFlow / Customers 0 Released