My Ideas

At the moment, if you update the price of an existing sales code, you have to manually change every single invoice that uses the sales code for it to use the new price. If recurring invoices could automatically update based on changes made to sale...

clientservices Sep 27, 13:34 BST This is an email I sent to my accountants with regards to an issue with payment of Online invoices. Has Kashflow been updated recently? I have just set up a test invoiced and emailed it to myself and opened th...

On the old UI if sorting by 'unpaid' it would then show the total of the unpaid amounts on the invoices. It was very useful for a quick overview of the total amount unpaid on all of the invoices. It now just shows the Total of all invoices but als...

Specific projects (these are teaching courses in our system) are paid through paypal, all courses have a unique title that can be searched e.g. searching for "14th" brings up all the delegates who have paid for the "Uropathology EQA meeting and 14...

My quotes list has about 200 quotes in, it would be great if you could archive them to hide them from the main list as i dont want to delete them as often a customer will come back a year later refering to a quote i thought was dead. this way i co...

I would like to have a report that gives p/l by project. At present, I have over 40 live projects and to run a p/l report means that I have to go into each one, run a profit and loss report, download it the data. Then transfer that to a main sprea...

I would suggest to add an option that allows suppliers to add a sample picture with every product that is added on Kashflow. it would be helpful for the customers as they could see what they ordered. Sometimes, the customer doesn't know in particu...

I use projects for all my work and find that I'm entering the project details in Kashflow, project name, customer, start and finish date etc and then all this same data i put on my online calendar (ical) which syncs with my phone etc. It would be ...

as above , it would save so much time if I could just mark paid on an invoice via the app as I get paid at point of sale at 90% of my jobs, rather than having to go in to the office , start the computer up , sign in , then load your web page , the...