It would be amazing if you could drag & drop multiple documents into each invoice/purchase.. rather than having to click the browse, navigate to the folder and upload one at a time...
As a minimum should be able to sort the Aged Debtors Report by Customer Name, as the "Code" may not be Alphabetical thus is list is completely random when viewing it. Further improvement would be to allow sorting of all the columns, so that you ca...
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...
Currently we only have 2 templates 1 for quote and 1 for invoice, we currently need to change the quote template to estimate template to send to our customers, this is time consuming for a business. Can we have the option to make more templates.
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.
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