Allow access to files from dropbox to Kashflow ie 2 ways not just K/flow to dropbox
My employer has a pricing matrix for its products which it would very much like to add to dropbox to enable us to effect quotes. Product prices are allocated on a quantity basis not necessarily a customer basis and we've too many prices to load in...
When entering details of customers / suppliers with overseas addresses, they all use the same form and checking as for a UK address. This causes issues where a European address (say) is: 10 rue to Beauville57360 Malancourt la MontagneLorraineFRANC...
Whilst the Kashflow PayPal App seems to handle importing customers names with accented characters and correctly creates an invoice with address details of say: "Pedro Jesús de Benito " in the customer details view, I see Pedro Jesús de Be...
Send a remind letter to cover all customer invoices
You can only send a reminder letter per outstanding invoice. We have some customers with multiple invoices outstanding, it would be good to be able to send a reminder for all outstanding invoices in one go
It would be useful to have access to the quote category menu on the customer invoices, statements screen to give further information for the quotes at a glance. This will allow users to see from this screen which quotes were won or lost.
It would good to see a running balance after each transaction on each statement rather just a balance at end of the statement.
I am a landlord and if you have to evict a tenant for rent arrears you need to be able to show the weekly or monthly ...
Please display more than 8 lines at a time when looking at the Purchases and Stats for a Supplier, or Invoices & Stats for a Customer .
If the Supplier / Customer has 20 lines of transactions it would be so much easier to see them all on the...
Ability to text messages to customers and supplier mobile telephones either individually or groups
Would be useful to confirm appointments, thanks for custom, seasonal messages, news broadcasts or anything you want to inform customers or suppliers about.