When Printing Show the Project Number on Purchase Orders
We use project numbers on everything we do including; quotes, invoices, purchase orders etc. There should be a field when printing Purchase Orders that shows the project number.
In the Transactions page in customer section, add the option to view 'lifetime' activity
Can you add the option in the customer transaction activity section to have a 'Lifetime' option in the drop down menu when your selecting the time period to view as it's time wasting to have to add the start and finish dates when I just want to se...
Great - we can now have multiple Contacts for a Customer
Now can we associate an Invoice (and Quote) with a particular Customer Contact - this would mean
the Invoice is marked in some way as being associated with that Contact,
emails to the Cust...
Add a check box next to email address for customers who have opted in to receive marketing emails
I diligently add all email addresses to my customer records. Obviously essential for communicating about invoices due etcc. Occasionally, I want to send offers to my list. I ask my customers in advance if they're happy to receive but have no way t...
Import JPEG pictures of bank statements (Eg a general photo of a paper bank statement with our client's carpet in the background) into KASHFLOW from SNAP
I would like to be able to import JPEG pictures of bank statements (Eg a general photo of a paper bank statement with our client's carpet in the background) into KASHFLOW from SNAP? The objective is to capture the data on the bank statement and im...
Allow Customer List (and Supplier List) to be Sorted by Date Added
I sometimes add several customers in one day and then go back the follow day to create a quote. I can't always remember the names and it is frustrating trying to find them again. Could be solved easily by having a Date Added column and allowing so...