Sometimes I accidentally enter a transaction into the wrong bank account. It would be useful just to select the transaction and change the bank account, instead of deleting the transaction and then repeating the entry in the correct bank account.
When entering product lines on an invoice/purchase order it stops your work flow to add a new line using the 'point and click' method. You can tab across the product details line and then have to pick up the mouse to add another line....Would it b...
Currently anything imported via csv has no project number and that has to be added after each import by individually editing each transaction - very time consuming.Likewise bank and paypal imports should allow a project number to be assigned on th...
If you are using credit control with customers, you should be able to set an interest rate, and time period of late invoices, so the software then update the invoice until paid, and resends it periodically. So I could say, my interest rate is 8% a...
It would be good to have a tick box added to the sales section so that we could tick a the sales invoice then select a date for a reminder to either be emailed or an alert triggered.
Invoices printing for different sized Paper than A4
Currently even if a height and width is defined in the HTML and BODY styles for a PDF template. The PDF outputted is hard fixed to A4 size. I would like to suggest offering "A4", "A5" and "Custom" page size options. We use pre printed business for...
We are currently using the quote valid for / duration as "LEAD TIME" however this is only editable from the setting page. We would love to be able to edit this for each quotation
It would be useful, as with Sage and Quickbooks, to be able to manipulate the invoice template with our own designs so we can add or delete fields as required
As far as I can tell we are not supposed to keep data for longer than is necessary to comply with GDPR but Kashflow does not offer any way to switch on archiving of data over 7 years old. Removing this old data would also improve performance and w...
Or at least make it an option. Our customes are all UK based, so to put 'United Kingdom' at the end of the address line looks ridiculous and makes it difficult to fit into a window envelope. At best, give customers a default option.
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