Skip to Main Content

KashFlow Ideas

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

Status New
Product IRIS KashFlow
Categories Customers
Created by Guest
Created on Apr 22, 2024

Merge 2 Client Accounts

We have 2 client accounts for 1 client. This has happened because user didn't check if client had an account before adding as a client. For data cleansing and analysis, this is a bit of a pain, producing data that is lacking for the client. It would be fab if there was an option to bring 2 accounts into 1, as part of a data cleansing exercise. Thank you.

  • Attach files
      Drop here to upload