the option to change the names of the fields in the invoices
the option to change the names of the fields in the invoices - for example some customers feel that TOTAL (which gives the NET figure) is misleading. I can change the names in the email or print version but not on the invoice
There is a conflict with online payments and customers set up as direct debit payment customers.currently the online payments button if set up applies to all accounts.clearly this would be a conflict for those who pay by direct debit i would like ...
I know you can export a list of all invoices that you have issued using Kashflow via Reports > General Reports > Activity Report. But I'm asking my supplier to send me this list for my company ONLY as I wish to then import these details as m...
Auto screen refresh when an invoice has been emailed.
When you view an invoice the Notes (1) at the bottom of the screen shows that it has been emailed but when you first email the invoice it is not automatically updated only when you go backinto the screen. Could you do an automatic screen refresh i...
I would like an option to view only unpaid invoices, in the order of my choice, whether alphabetical, oldest first, etc. At present all invoices are in view and do not appear to be archived after being marked as paid?
I always want to view unpaid invoices and all of them. But every time I go to the page I have to change the settings as it shows 10 and all invoices as default. If I'm going in and out of the page all day it is a pain. I know that on some pages it...
Support for charities to make Gift Aid submissions to HMRC from Kashflow
Ability to easily identify all donations that qualify for Gift Aid, administer associated Gift Aid declarations, and then produce HMRC compliant submissions. As Bank data is imported, applicable transactions are marked for Gift Aid processing.