Can you put the date of when the invoice was paid on the invoice?
When you print the invoice off, it has a big red PAID but no date so i keep having to log back into the system to manually write the dates they were paid down.
It would be very helpful (for customers in particular) to have a summary at the bottom of an invoice of the total labour costs and total material costs within that invoice. Although Kashflow does calculate the CIS, when an invoice is considerably ...
We have a projects that use 3 or more pots of budget for billing and expenses. Please could there be a solution to integrate split budgets in to the projects. This would help immensely as currently we use several spreadsheets to do this job.
Would be helpful to have a way to add multiple lines of items when creating an invoice.We usually have between 40 to 70 items to add to an invoice. And clicking 70 times the "add line item" is time consuming.An additional button that can add 10 it...
We use quotes but do not for operational reasons convert quotes to invoices via Kashflow.
It would be helpful if reports could be produced from Quotes showing all quotes that have not yet been invoiced and indeed all quotes in a certain category i...
Monthly Sales Reports of multiple sales codes including sub codes
As a brewery, we have to report every drop of beer that we sell and in what package it is sold. So when we brew a beer, a new sales code is created and then 3 sub codes for cask, keg and bottle versions of that beer. When I run a monthly sales rep...
Would like Income by Customer (and expenditure by Supplier) report to be able to show values by month ie. if you select a period of 1/4/21 - 31/3/22 that it would show as below:- Customer Name Apr21 May21 Jun21 Jul21 Aug21 Sep21 Oct21 Nov21 Dec21 ...
Add "if any" or "if all" option for Matching Rules
When creating rules, you can only have one text item.
So for each supermarket, i have to create a new rule. One for Asda, Sainsburys, Tesco etc.
In the "search for" field, it would be good to have an option for "any of these" and be able to list...