Send a remind letter to cover all customer invoices
You can only send a reminder letter per outstanding invoice. We have some customers with multiple invoices outstanding, it would be good to be able to send a reminder for all outstanding invoices in one go
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.
Aggregate the 'Notes' into a single view on the Overview page to show recent activity
If other customers do as we do and include details of correspondence with clients in the ‘Notes’ section attached to each invoice, it would be useful to be able to see an aggregated view of all ‘Notes’ in reverse chronological order on the Overvie...
It would be great to be able to merge two customer accounts - at the moment, the only way around this is to either manually assign invoices from one account to the other or manually exporting and importing the data again. Sometimes customers end u...
I would like to see a running total on a statement showing balance owed.I run a letting business and if you need to evict someone you need to be able to show how much rent is owed on a particular date.
It would be great if there was maybe an extra column on "Statements" where whatever bulk payment you have made to suppliers stays there because at the moment once the bulk payment has been allocated to invoices,it doesn't show on the statement any...
It would good to see a running balance after each transaction on each statement rather just a balance at end of the statement.I am a landlord and if you have to evict a tenant for rent arrears you need to be able to show the weekly or monthly rent...
Allow access to files from dropbox to Kashflow ie 2 ways not just K/flow to dropbox
My employer has a pricing matrix for its products which it would very much like to add to dropbox to enable us to effect quotes. Product prices are allocated on a quantity basis not necessarily a customer basis and we've too many prices to load in...
It would be useful to have access to the quote category menu on the customer invoices, statements screen to give further information for the quotes at a glance. This will allow users to see from this screen which quotes were won or lost.
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