At our business we need to add a project for each expense. To check if this has been done easily it would be good to add as a tab for Projects in the Purchases part of Kashflow. Thank you.
For copy invoice/purchase function - default to invoice/purchase
1. Is there anyway to set a default when you copy items ie for purchase invoice, default copy to a purchase invoice. When I select copy I get a list of options and can often choose the incorrect 'invoice' instead of 'purchase', meaning I have seve...
Allow assignment of an 'Unallocated' Bank Transaction to Multiple Purchases or Invoices
When you 'Unallocate' a bank payment/receipt and then have the option to 'Assign to Purchases' or 'Assign to Invoices', respectively. You should be able to 'Assign' the bank transaction to multiple purchase or invoices, as opposed to currently onl...
Press 'enter' to save a purchase, instead of having to click on 'save'
Once you've entered a new purchase, you have to click 'save' at the top of the page, but it's quite usual in all sorts of online programmes to just press 'enter' to save - I do it on the online banking app, for example, and it feels intuitive. You...
attach documents to bank transaction as an attachment
It would be a great idea to be able to attach copies of receipts to bank transactions. ie a photo of my fuel receipts. Xero has this option via their app and it is really useful. Please make this happen.
Currently, you can create a quick epxense iusnig the Kashflow p[hone app, but this entry doesnt show any "supplier reference" details once in the main desktop version. therefore you have to open every expense to see what it is for ach time. ludicr...
It would be helpful if there was a refund button on purchases that creates a credit note related to that particular purchase. This is because if you have an item on a trade account you have to enter the invoice info into Kash-flow so it matches fo...
Allocate multiple payments against multiple invoices
For one customer or supplier we need to Allocate multiple payments against multiple invoices that balance to nil. The amounts do not match individually but do in total
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