A way to have a more specific downloadable info into excel - based on data fields eg overdue date/amount
To download overdue invoices from Kashflow into an excel spreadsheet I would like to do this for a specific date range and possible for amounts over £1000 for example. At the moment this only seems possible for into a PDF.
Is there a way to set the program date in Kashflow? For example today is 3rd June 2021, but my month end entries need to be set to latest 31st May 2021. It means I have to manually change the date back a month and then to 31st for EVERY transactio...
The ability to be able to do a mass update on current customers, by using the customer code, and updating field details already on the system. At the minute this isn't allowed as it would be duplicated.
We use an external SMTP service to send kashflow notifications - however so it doesn't get in the way of our base domain MX records we run it via a subdomain EG out.domain.com - but our Kashflow is currently set to send them from EG domain.com - b...
Introduce a self billing invoice for a supplier within Kashflow?
For example if a cleaner works for 2 hours a week for a client can the system be enabled to prepare an document as though it were an invoice from the supplier to support a payment by the client to the supplier thereby avoiding the need for the cle...
I have numerous orders which use fractions of a penny. There is no facility for this on Kashflow please can you incorporate this as this is causing Over paid or part paid notices
Wolseley Center where I purchase majority of goods in my industry use this system.
It would be great if activity reports would show notes/comments for purchases, as they currently do for bank transfers. Presently, adding comments or descriptions is only possible after importing the csv file.
When setting up a pro-forma invoice it would be helpful to be able to include the 'payment online' button in the settings. We use it in the standard invoices, but how do I add it to a pro-forma please?
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