I want to generate a report for a time periof (eg JAn 2023) for all sales code. The report should show me info like the income by sales code report but the figures should be WITHOUT vat, as vat is not part of a sale, it is a tax.
Report to show Cashflow Statement - all payments (not just purchases) for a period sorted by code
In any business plan, the 3 usual financial projections included are A Profit and Loss Statement, Balance Sheet and Cashflow Statement.
It is ironic that a user still cannot generate a Cashflow statement from "Kashflow".
Cash is King they say, ye...
Retain a copy of the quote when converted it to an Invoice
I create a quote, when I move it to create an invoice, keep the original quote in the quote list. I found the when I create an Invoice it deletes the original quote in the quote list.
This did not happen in the older ver of software.
Allow multiple Invoices/PO's to be sent in a single Remmitance Advice
When some Invoices from customers contain several items purchased but the Purchase Orders were different we have to send individual Remittance Advice Notes. This just creates way too much work and excessive emails.
It would be useful if Kashflow Payroll had a csv import/export facility to allow for fluent movement of the data, both for new payroll job take on's and when clients need the data if they leave.
Can this comment go to technical support or the actual IT Team who have upgraded this new system - I have had an email stating that the debtors list cannot be printed off as landscape, so if this simple task cannot be possible so I can write notes...
When entering "Add Payment" the date is automatically copied from the "Issued Date" to save time entering payments.
It would simply save time entering the payments, which I do at the end of each month. Therefore any receipts from parking, for example, dated 25/09/2018 must be entered under the "Issued Date". When I then click "Add Payment" I then have to re-ent...
Associating quick expenses and mileage modules with jobs
new “quick add expenses” and “mileage module” to associate these with jobs ?This would enable more accurate profit / loss for each job.Just a suggestion.Great software by the way.RegardsGary White
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