I would like to have a purchase order report the exact same as we have for sales orders. This would enable me to cross reference my sales orders against the purchase orders
Please can you introduce a filter for bank transactions. It's a laborious task when you have to edit multiple transactions of a similar nature spread across multiple dates, a simple filter on the comment would be a great start. It would also be hu...
Having imported around 400 customers onto Kashflow, I then created a new default PDF for invoices and changed the HTML code (to include delivery address) and in addition changed the default payment terms from 28 days to 30 days as a system wide se...
SMTP configuration - Allow email to be saved in IMAP Sent folder
Not all mail servers automatically save sent mail. Gmail does, but many don't.
Hence if SMTP configuration is switched on, outgoing mail is not saved in sent mail. This is an issue as we want outgoing mail, e.g., invoices, saved.
The solution is f...
If there was a Purchase Order field in the Project page which dragged across to the global project report it would save me a lot of time doing VLOOKUP function searches and cross referencing for monthly reports. It could also automatically populat...
When creating recurring invoices it isn't possible to dynamically add info like 'month' to the service line item. E.g. Management fee - Nov 2021. This would allow recurring invoices to contain more relevant data when being sent. Currently the syst...
Recurring invoices save a lot of time, but with most businesses trading both domestically and internationally they will no doubt invoice in other currencies such as US Dollars. Currently, the system does not allow us to set up recurring invoices f...
Sage converter to bring over customer and supplier default nominal code
When bringing over the supplier and customer data, can you make it so it brings over the default nominal codes for each customer and supplier too.
At present, when a conversion is processed, all the data transfers perfectly, except it omits which ...
At the moment you are able to assign one Customer to a project but this doesn't auto fill the project box. To save time when posting invoices it would be good if, when you create invoices, those customers are automatically assigned to a project.
desperately needing a check box on an invoice to show Job in progress or job complete. Trying to integrate into zapier but cannot disguish between ongoing jobs and completed jobs
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