Quote Reporting - to mirror "Unpaid Invoice" Report
The unpaid invoice report is very useful for credit control as it displays all notes made against the invoice in date order.
The same information for quotes would be very useful in following up. To be able to see when the notes for all quotes se...
Send bulk emails to customers from within Kashflow
We are finding it time consuming having to click on individual customers to send a group notification eg a price increase etc. Being able to select all or a large selection of customers at once, then send one email to them would save us so much ti...
Expand the ability of Projects so we can add Individual budgets/targets by nominal codes
Please can you add the facility to enter budgets by the projects nominal codes, an overall figure doesn't give us the detail we need to see if we are under or overspending on a nominal code. For Example budget for roof materials and labour, separa...
Being able to download reports from the system when moving to another software package (because Kashflow is no longer adequate)
Our client has been unable to download transactions assigned to a project.
Instead, our client has to pay £15+VAT ...
I would like a feature so overdue invoices are sent out automatically after 30 days or whatever timescale I set. And then to automatically send it the final demands etc.
Paypal transactions can be imported fine, with the fees. But we can't find out how much they all add up to with a Report. They get assigned a bank code so it should be quite straightforward, all the best Ash
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