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BUGFIX (URGENT) - Correct VAT options for Customer Profiles

Following the recent changes in readiness for Brexit, I see that my customers now have the following profile options: VAT Registered in the UK VAT Registered in the EU Based outside of the EU VAT registered in an EC Member State and I (the KashFlo...

Rich Mellor over 4 years ago in IRIS KashFlow / Customers 5 New

4 VOTE

Putting Customers account "On Hold"

Hi, Is it possible to put a customers account on hold?, for example if they haven't paid, you can tick a checkbox or something to lock account/ bring up a message saying account on hold, so no more invoices can be raised until we unlock / untick c...

Guest almost 3 years ago in IRIS KashFlow / Customers 0 New

3 VOTE

Stop the automated emails for repeat invoices

Please consider stopping the automated emails every month notifying me of the repeat invoices. They are the same every month (because they are repeat invoices!) so I do not need to be notified. This will avoid customers receiving unnecessary email...

Guest 7 months ago in IRIS KashFlow / Customers 0 New

3 VOTE

Default Time Period for transactions on the customer screen

There should be a way to change the default “Time Period” on the Transactions screen of the Customer Details page - or at least default it to something more sensible. I regularly go in there to find the last invoice we sent to a customer. But beca...

Rob Wheatley over 1 year ago in IRIS KashFlow / Customers 2 New

3 VOTE

2FA

Why is Kashflow not considering 2FA, via authenticator app. It doesn't make sense when so many provide such a service. Kashflow are being left behind.

Guest over 1 year ago in IRIS KashFlow / Customers 1 New

3 VOTE

Reduce font on new design

Even on my main pc, a lot of the new design is unusable as the font size is so large - for example, the drop down menus may show 2 or 3 options before dropping off the bottom of the screen. Typing a selection from the drop-down also does not work ...

Rich Mellor over 2 years ago in IRIS KashFlow / Customers 2 New

3 VOTE

'Sales Order' system. At stafe between quotation and invoice.

It would help with 'open order' or 'back order' system. As it stands, we can raise two customer documents – ‘quotation’ and ‘invoice’. We’re finding it difficult to process orders without an in-between stage. We receive many orders which take time...

Guest over 4 years ago in IRIS KashFlow / Customers 1 New

3 VOTE

Add/calculate late payment fees to overdue invouces

Would be useful to be able to calculate and add late payment fees to invoices.

Guest over 5 years ago in IRIS KashFlow / Customers 0 New

2 VOTE

Add monthly totals to customer statements

This was submitted and acknowledged in September 2018 (and in 2017) so just bringing it to the forefront again. Very useful for customers to quickly see amounts due and especially overdue totals! Its the norm from most companies so looks a little ...

Guest 28 days ago in IRIS KashFlow / Customers 0 New

2 VOTE

Make Customer selection easier

In the Customer Section, arranged alphabetically, it would help if the 'Page 1/2/3' etc'. function for searching out other customers beginning with the same letter, was also at the top of the page as well as the bottom of the page. If we have a l...

Guest 8 months ago in IRIS KashFlow / Customers 1 New

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