Hello, i would like to know if there is a way to highlight certain customers on Kashflow so other departments can see this particular customer is highlighted for a reason, without using the Notes option, i need it to be more clear at the start of ...
My Reps are always asking for their customers turnover rather like looking at Aged Debtors Creditors report presently it is very difficult to give them information easily Steve Taylor
Once invoices are matched/reconciled through the bank feed it would be great if there was a simple way or an auto process that issued a 'thanks for your payment' email that gives the amount paid and the invoice numbers that it has been matched to....
Hi
Whilst not a priority it would be very useful to be able to set validation on the custom customer fields as created in Settings, Customer fields.
For example field type create as Date - this would only permit valid dates to be entered , op...
Kashflow's "sources" for customers is really handy but I think it would be more useful if the set up could be changed to link it to direct suppliers. This would make it easy to work out what any particular Source has cost (and what income they hav...
When clicking on the customer you can see there aged debtor days, but there is no way to pull a report for certain periods. Would be really useful for the management account queries.
Automated credit control emails to contain the Direct Debit mandate
We can automate credit control emails to go out and this asks for customers to pay the outstanding invoice. However, it doesn't give them an option to then click and signed the Direct Debit Mandate and we can only send this out separately and ends...
It would be useful if you could see what date you created the customer through a report. I have issues where I have to put customers on kashflow and a sales database and its hard to know without spending hours checking both databases if i have don...