At the moment you can only set up one bank account for suppliers to pay invoices. As we are estate agents we charge solicitors if we receommend them a nominal fee on completion which is paid to our referral account rather then the main current acc...
At the moment there is only the option to automatically Bcc email addresses for invoices, however, I need to allow the client to reply to one of the engineers directly with questions and therefore want to be able to auto cc multiple email address ...
I'd love the option to allocate an income as a deposit or deferred income so that's it's not shown as turnover and then have the ability to convert this to turnover at a future point.
Drop down product list is blank, need it to show list of products
Drop down product list only seems to want you to search by entering in a character! This is no good. I need to see a drop down list I can scroll down to select, as well as the search feature.
It would be useful to print a list of quotes out (say by date span) with minimal details, customer name, product amount etc so you can follow them up easier or give to your sales person to follow up.
Ability to show a pre vat total for each line on invoices and quotes.
I would like Kashflow to show a pre vat total for each line on invoices and quotes. My customers may buy several thousand of one product, it's good to see the cost per item pre vat, but if they buy 3000, they also want to know the cost for 3000 pr...
Is there any way I could get a COL Class and Header for Project Name so that I can show it in line items on invoices and quotes in a custom template? Or is there a workaround for this please?
Kind regards
John Laker
payment terms global update for existing customers
I cant believe you have to update payment terms for every existing customer individually if you want to change the terms from say 28 days to 14 days as I have decided to do.
I hope we can have a global update facility for all existing customers soon?
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