I would like to be able to send out customer statements on the last working day of every month. At the moment I need to go into every customer account which is hugely time consuming. I would appreciate for there to be a function to send out the st...
Allow for a credit limit to be set when creating a customer (and suppliers I suppose) along with the current option for specifying credit terms. If an invoice or receipt is then created that will cause the credit limit to be exceeded, the user is ...
Remember selected options/filters for no. of invoices and archived customers
The old KashFlow used to remember things like how many invoices we wanted to see on a screen, and whereas I appreciate the new KF is set for speed, If i choose to see 100 invoices on a screen then I think it should stay like that until I change it...
You've changed the viewing of customer so that you now have to search through potentially hundreds of transactions by date rather than just selecting from an entire list of invoices ever sent. Therefore making my job at least 3x harder and more ti...
It would be really helpful if we could have the option to add a credit limit to a customer account. This would help us keep control over customer debt. Thank you.
View Customer Reference in Invoices List and individual accounts listing of invoices.
Before the amendments on 10th May 18 I could see the Customer Reference for each invoice in the Invoices list and also when going into each account the Customer Reference would show next to each invoice number. This needs to be immediately viewabl...
Most search bars in software apps or on web pages are always at the top of the screen, so why is it that Kashflow has it at the bottom of the screen. This is totally unintuitive - it also means that when you select the customer module your cursor ...
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