Why is everything in Kashflow a 'use this workaround'? I have a handful of clients, and while working on a project I add to their invoice as I do work. This is getting in the way of already sent 'unpaid' invoices and also sending me alerts of over...
It often happens that you sent an invoice and wait for it to be paid until payment is due, then you pick up a phone to find out that person has never seen the email. It could be lost within his/her hundreds of emails per day and he/she didn't noti...
Why is there no facility to mark an invoice as "sent" if done so by post? I understand that there's a little envelope marker for when sent by Email, but we still send a significant amount by post so please can we have the marker for posted ones as...
I regularly prepare quotes for new projects which include multiple items. It is useful to transfer this to an invoice but I regularly work on projects that can last up to a year or more and for which I issue invoices monthly - some times this will...
I would like the option to turn off auto assign function when doing an automatic bank feed
As it stands, the auto assign function on automatic bank feed is mandatory. Currently transactions are being auto assigned to the wrong thing and I am having to manually de-select everything. I would like the option of bank feed importing without ...
Currently bank reconciliations can only be viewed in the reconciliation window. It would be useful to run a report from the general reports, for the bank reconciliations in a printable format and also another to show the unreconciled transactions.
I wast a lot of time when customers pay various invoices in 1 go. I should be able to tick invoices that the customer has payed with one lump sum. At the moment I have to each invoice and mark as payed. Imagine if someone pays monthly, I have to m...
I'd like to be able to change the quote category status from the main quotes list page. Currently I need to select the quote, click edit, adjust the dropdown & update.Being able to adjust the category by having an option button at the top of t...