We use projects extensively to enable compliance with charity reporting rules. It would be useful if:1) Bank and Paypal feed approval screens could offer the facility to add a project number2) Bank import rules allow a project number to be assigne...
Multiple Invoice Templates - Different template for different customers
Possibility of multiple invoice templates to be used at the same time so you can choose which one to use when creating invoices. I mean to choose when you click on New Invoice and not via Settings which would change the template for all future inv...
Automated defaulting to correct purchase code for a supplier when creating a purchase when matching bank transactions
At the moment when I am matching bank transactions, and creating a new purchase, it does not automatically default to the correct purchase code and VAT rate which I have already created for each supplier. I have already assigned each supplier with...
The ability to export the quote listing to a CSV file, or the ability to run a 'Job board' within Kashflow
To be able to export the quotes list to a CSV file at any time to create a 'job board' for recording progress or alternatively more reports and options on the quotes screen to do this.
Small businesses in Ireland have 2 monthly or 4 monthly Vat periods rather than yearly or quarterly. It would be great if these could be supported directly in the software (versus using customised reports).
Post code search with drop down of all addresses linked to that postcode instead of entering each line manually when adding a new customer. Would make it a lot easier
Enable a button on the invoices so that you can easily create a new sales invoice. A "Save and New" would be handy so that once the sales invoice was created you can hit the button and create a new invoice instead of having to go through the custo...
I would suggest having an option to send Reminder Letters to several invoices from a single client at a time, instead of having to send individually and manually invoice by invoice for each client!
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