Hi there,
I was looking for a way to download customer data for those customers who have quotes. When we finish a job we turn the quote into an invoice so the quote disappears from the list of quotes.
It would be good to be able to download custo...
Customer statements in Euros (and other foreign currencies)
We've invoiced a customer in Euros. They have asked for an account statement. When I view their statement all transactions are showing as Sterling - whereas all their invoices are in Euros so not very helpful for them to reconcile.
A csv report to export into sage that provides: Account reference, date, net amount, tax amount. The net & tax amounts to be the totals of the invoice not per line.
A csv report to export into sage that provides: Account reference, date, net amount, tax amount. The net & tax amounts need to be the totals of the invoice not per line.
Need Kashflow to search for words or names in all fields of an account
HiIs there any way to search invoices by name other than just number? Also is there any way Kashflow can be made to search more than just the customer contact card for looking up notes etc? For example, we currently have companies who deal with se...
It isn't currently possible to customise customer statements in the same way that invoices are customisable.
It would be useful to be able to add additional text boxes etc to the statements.
I think the from/to dates on the customer transaction enquiries screen should not be static. Any new invoices posted do not show on the customer page unless you change the dates that the on screen view shows. This means changing the date range eve...
With the new Kashflow platform, we have to go into a number of individual pages to tick the customers who we want to send statements to and then choose the date range.
This is very time consuming and in our opinion a backward step compared to the ...
I've followed the instructions at https://www.kashflow.com/support/kb/merging-customers/ but they do not work. Two of our customers have recently announced a merger into one entity. I need a way of keeping the transaction history for both in one n...
currently when a statement is produced showing unpaid invoices for a customer there is no way to show whether these invoices are due or past due. It would be helpful if there was an option to have these invoices highlighted in the statement as bei...