All ideas

It would be nice to be able to personalise Statements more for example: Add bacs details Have an overdue note next to any outstanding invoices At the bottom have a due: current, 30+ days, 60+ days so the customer can see a break down of the total ...

It would be nice to be able to personalise Statements more for example: Add bacs details Have an overdue note next to any outstanding invoices At the bottom have a due: current, 30+ days, 60+ days so the customer can see a break down of the total ...

We often send an Invoice before we have a delivery address, but when you add the delivery address at a later date, the Packing Slip on the existing Invoice does not change...only for new Invoices. The result at the moment is raising 2 Invoices, on...

I want to generate a report for a time periof (eg JAn 2023) for all sales code. The report should show me info like the income by sales code report but the figures should be WITHOUT vat, as vat is not part of a sale, it is a tax.

it would be helpful to have a report that showed debtors aged by due date,so that credit control can easily spot overdue customers

Tracking missing payments is easier when relevant emails can be easily identified

The currency exchange rate is set in Kashflow to 3 decimal places whereas in receipt bank they use 11 decimal places which causes an imbalance of money when the transferred. This is a more accurate exchange rate.

Be Great if you could search bank transactions by lets say company name or amount

With the current climate more and more customers are requesting monthly payments. We are a plumbing and heating company and can fully appreciate some of our invoices might be too much for a customer to pay in a month, Offering Klana payments would...

It would be good to be able to use webfonts in the custom build PDF templates. This would give us more flexibility on how things look (ie can use brand fonts). I have tried to @import url(".... in the html and in the bespoke css but when I then se...