I'd like to be able to change the layout of a statement like you can change the layout of an invoice. Eg. I'd like to taken out the column for purchase order and add instead a column that pulls through the invoice description.
As the EU has brought in destination VAT charging (which may or may not be adopted by the KashFlow user), it is imperative that a standard VAT rate can also be added to each customer, which defaults to the standard VAT rate for the customer's EU c...
In the customer profile, it is annoying to have to select the option for where a customer is VAT registered based (ie. home country, the EU, outside the EU etc). This should default to the country used for the billing address - as surely that is w...
When viewing a customer record, the time period on the Transactions view defaults to This Year. Around the new year, this is problematic, as you cannot view some transactions, unless you switch the time period to ALL. However, when you return to t...
If you run an aged debtor list and export the info as a csv file then each customers invoice dates do not run sequential.
Customer Name
Invoice Date
Invoice No.
CUSTOMER
10/04/2018
28778
CUSTOMER
01/05/2018
28934
CUSTOMER
01/06/2018
29180...
It would be useful to have to option to produce a statement that can be sent to a customer that shows an aging of invoices/credits as an analysis at the bottom of the statement i.e. those invoices that are less than 30 days old, 30-60 days 60-90 d...
I already have all the products setup on system, what we were wondering is the following: Can you setup different prices for each customer (ie not wholesale pricing) If a new price is entered when raising invoice for product, can this price be sav...
I use this option daily for multiple customers from Mac. There are of course workarounds to create CSV files but it's another job that was handled nicely previously.
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