There is no option to add a comment when matching transactions from bank feeds into Kashflow. So if the bank payment reference is just a cheque number, then this is all that will show once the transaction is matched into Kashflow bank.
Ability to set a number of discount percentages for customers.
Some businesses offer a range of discount percentages, maybe a step-up discount scheme where a discount is 2% for orders over £100 and 4% for orders over £200 etc.
It would be useful if a user were able to select a discount percentage while creat...
It would be amazing if you could drag & drop multiple documents into each invoice/purchase.. rather than having to click the browse, navigate to the folder and upload one at a time...
Currently we only have 2 templates 1 for quote and 1 for invoice, we currently need to change the quote template to estimate template to send to our customers, this is time consuming for a business. Can we have the option to make more templates.
Read and Accept - where clause permissions for non-super users
Hello
It would be really useful if non-super users could create group read and accepts with where clauses. Currently we can give them permission to get as far as sending a read and accept to the whole company, but they can't set a where clause to ...
Rebecca Warhurst
about 6 years ago
in KashFlow HR
0
Have the option to change due date with invoice date
When creating an invoice, if the invoice date is later changed, it would be helpful to have an option so that the due date automatically changes with it to reflect the payment terms. e.g. if an invoice was dated 01/01/2022 and the payment terms we...
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