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...
When importing sales invoices from clients system, if an invoice number is duplicated the system just renumbers, this is not useful, it needs a flag to say there are duplicates, or a report at the end to say the following have been renumbered by t...
Automatically changed quotes to expired when expiry date is reached
It would be really helpful, rather than having to manually change their status, also if it could alert you to when it is due to expire for example a couple of days before - this would help managing client quotes and altering when to follow up or c...
You have two methods of importing PayPal records. Yodlee (which is the method which appears on the Bank screen for the PayPal account) and the Kashflow PayPal App. If you enable the Kashflow PayPal App, whilst it can be accessed via the Dashboard ...
The indexing issue is when the transaction imported from your bank into the bank in cashflow and they have transactions on the same date ie 01/11/2017.
They can be in any random order not the same as the bank statement. Presume this is because the...
Being able to move the payments around in the bank section
This would make matching bank statements easier to match up with the kashflow bank statements. If you do not put in payments or purchases in the correct order to begin with it becomes very tedious trying to alter them one by one. If we could have ...
Facility to assign an individual PDF template to Invoice, Estimate and Statement
We have designed new and different templates for our Invoices, Statements and Quotes (Estimates) - however you are only allowed to have one default PDF which means that everytime you send out one of the above your have to go into Options and chang...
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