I just discovered that if we wish to change the PDF theme we are using for invoicing we have to change the setting in every customer record one at a time! This is crazy! This could require thousands of mouse-clicks to implement. The default should...
It would be great if there was a way you could send out customer statements 'in bulk' to everyone, on say 1st of every month, rather than one-by-one individually.
Can we have the ability to download the quote report as a CSV file?
This would be useful as we currently use quotes as a record of orders not yet despatched as there is no step bewteen quote and invoice. It would be extremely helpful to be able to download this info as a CSV
Display customer order number on the invoices and stats page
Currently only the invoice number is displayed this makes it difficult when searching for a customer order when the only information you have is their order number.
In the invoice module you can only really search for a specific invoice by invoice number - that's great if you have the invoice number to hand or can remember it, but wouldn't it be great if you could search for invoices by customer (I know you c...
Where the bank reconciliation currently shows the details at the top of the page and this is static. I think that this should be something that is on the side of the page and you can view as you are reconciling the bank. This is because, when I ha...
Add delivery address to invoice without having to have knowledge of html or css.
I need to add the delivery address to my invoices, but have little or no knowledge of html or css. I was advised by Kashflow Support to contact my IT Dept (we don’t have one). Apart from that suggestion they said they couldn’t help. Anyone else ha...
Matching Rules not recognised any more if more than one word
Before the recent updates to the bank feeds you could have a couple or few words to search for in the matching rules. However, now it's only one word that KashFlow recognises and therefore this function has limitations as you might not have just o...
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