We have administration staff who need to set up projects, but not have access to the other information on Kashflow. Please could you make this possible.
Can you put the date of when the invoice was paid on the invoice?
When you print the invoice off, it has a big red PAID but no date so i keep having to log back into the system to manually write the dates they were paid down.
It would be good to be able to set-up a bank feed rule for purchase ledger payments on account. I have tried to do this by creating a rule for a 'transaction' and coding to 'creditors control account' but then there is no option to select the supp...
It would be very helpful (for customers in particular) to have a summary at the bottom of an invoice of the total labour costs and total material costs within that invoice. Although Kashflow does calculate the CIS, when an invoice is considerably ...
We have a projects that use 3 or more pots of budget for billing and expenses. Please could there be a solution to integrate split budgets in to the projects. This would help immensely as currently we use several spreadsheets to do this job.
Would be helpful to have a way to add multiple lines of items when creating an invoice.We usually have between 40 to 70 items to add to an invoice. And clicking 70 times the "add line item" is time consuming.An additional button that can add 10 it...
We use quotes but do not for operational reasons convert quotes to invoices via Kashflow.
It would be helpful if reports could be produced from Quotes showing all quotes that have not yet been invoiced and indeed all quotes in a certain category i...
A P&L report has many uses e.g. send to prospective buyers, proof of income for lending etc. I would like to have a report that does not include our client names. On many occassions I would like this to be kept confidential.
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