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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 11 days 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 6 months 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 7 months ago in IRIS KashFlow / Customers 1 New

1 VOTE

Add a Date Paid Column to the summary page

No description provided

Guest 4 months ago in IRIS KashFlow / Customers 1 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

2 VOTE

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 wou...

Guest 12 months ago in IRIS KashFlow / Customers 0 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

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

1 VOTE

Invoice Delivery Report

It would be helpful to have a delivery report in the case of an invoice not being delivered.

Karen Snelson 9 months ago in IRIS KashFlow / Customers 0 New

2 VOTE

Update all customer information pages at once before clicking "update details" button

Would it be possible, especially when creating a new customer, to input all information on Profile, Options & Other Info pages before clicking the "Update Details" button? At the moment, once you complete the customer details, you can't go to ...

A Liptrot over 1 year ago in IRIS KashFlow / Customers 0 New

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