It would be useful if you could filter invoices by month. How many invoices and the values of invoice for the month of February did I send? How many invoices and the values of invoices are due for payment in the month of February? for example
Now I know the system i manually enter e.g. "J123 - " at the beginning of the template. Without this you cannot find/remove templates that you no longer need without (potentially) checking each one.
It would be useful to be able to assign customers by manager / sales rep, therefore allowing aged debtor reports to be produced for each customer sales rep or customer manager as a separate report to the full aged debtor report
Run a Bestseller report for products within a single Sales Code
I wanted to be able to run a report for a specific code and to be able to have that report rank the products within it from most sold to least sold within the specified date period. This appears to not be a current possibility from the current ava...
Hi Kashflow! I noticed that the bank feeds are never up to date and it always takes about 1 week for new transactions to show up, which means when someone pays me, I have to wait 1 week to be able to see the transaction and match it in Kashflow wh...