Skip to Main Content

KashFlow Ideas

Your ideas allow us to crowdsource feedback, gain customer insight and prioritise our roadmaps.

Status Acknowledged
Product IRIS KashFlow
Categories Other
Created by lisa bartup
Created on Nov 17, 2018

Statements are duplicating entries in turn confusing us and customers

We have a couple of customers called us to explain their statement to them. When I looked into it I could see the confusion, as the statement seems to list payments and credits more than once. If you go through it and add then subtract each line it does add up, but it's too much info. All you would expect to see on a statement is invoice amount, paid amount, credit, each only appearing once. While the system is new to us and we only have a few entries, it's easy to add/subtract. But once payments and invoices start flowing we are going to struggle. If it's something we are doing wrong please do tell us as we are new to KF.

  • Attach files
      Drop here to upload