Hi
Xero has added a function that all incoming emailed invoices can be read via the software either on pdf or otherwise and will be inputted automatically as they come in and also you have a check list to confirm each one . Also they have a daily ...
Currently there is no way of inserting a bank rec in a gap between old bank recs as the start dates of reconciliations are set to the end of the previous one only. This is an issue because it creates an ongoing problem in the figures such as subse...
Add Project codes to the data csv export for sales and purchase invoices
Presently I have diligently being inputting Sales and Purchase invoices into Kashflow but now wish to transfer that data elsewhere only to find that it is impossible to do so.
It would be relay helpful to create a remittance advice for all the payments to one invoice rather that one by one as I deal with many suppliers and extensive amount of purchases. The allocation of payments on remittance advice would be appreciated.
I need a quote category 'Ready for Invoicing' as we have just got Draft, Sent, Neg/Review, Closed - Lost/Won - which misses this stage out Can I add my own quote category?
Online Payment Links on Invoice. When creating an invoice for a customer I'd like a button to toggle on/off the online payment link attached to the invoice. This is because I sell some high priced items that I don't want paid for through an online card payment system as the fees are astronomical. But on lower priced items I don't mind. Currently I have to go through multiple steps to disable the online payment option, to then create and send the invoice, before having to go through all the steps to re enable it. .
We use our packing slips a lot. It would be useful for the customers telephone number/email to be displayed on the packing slip so when we send the orders to our carriers we don't have to supply the number separately
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