It would be useful to have access to the quote category menu on the customer invoices, statements screen to give further information for the quotes at a glance. This will allow users to see from this screen which quotes were won or lost.
Individual SMTP email settings for each additional user
Could there be a feature where we set up individual SMTP email setting for every user?
That way each of the staff could email quotations or purchase orders directly from the own email account and receive replies back directly to themselves rather ...
It would be useful if the search function displayed as per the invoice screens (https://app.kashflow.com/#invoices) rather than the limited display currently show, i.e. dates, payment status etc or you can search from within that section.
Often yo...
Currently if you wish to collect a payment for an invoice via GoCardless, you have to enter each invoice and after several clicks it is done. This is extremely time consuming and a waste of time.
If each customer could have a list of payment metho...
Ability to print project reports with profitability between two dates
At the moment the Global Project Report is for all time. It is not possible to print a summary report, of all projects by profitability between two dates. This is necessary for year end accounting and provisioning
Better layout / design on customer facing card payment page
Hi,
One of your own statements is:-
"We strive to remain customer centric, execution focussed and innovative in everything we do"
The standard credit/debit card payment page that a potential customer faces looks wholly unprofessional including the...
Go Cardless Statement & Reconciliation of receipts
It is not consistent to show invoices as paid at the same time as a Go Cardless request is made. Even with a recurring mandate there is at least 5 working days before money is received and there doesn't seem to be any way of confirming how money p...
So you can type parts of comments or line information in bold, italic, underlined and strike through, or colour to the text. As a tradesman I have to put a lot of detail in the comments box but only one price on the quote/invoice. Would make it a ...
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