All ideas

In order to create a packing slip, a quote must first be converted into an invoice. This instantly gets added to our creditors list which would be fine if we were a retail outlet, however, we use the packing slip as a substitute for a job sheet an...

I want a report that shows the country for each invoice or sales, like int he activity report

It would be usefull to see the total value of quotes sent or pending a customer decision and total value of quotes won or lost etc. In other words you would be able to see the total value of quotes under a specific category/flag so that you can tr...

In a lot of businesses Account Managers are paid bonuses for how much revenue they bring into the company. There is a field in KashFlow that allows us to add the Account Manager to the client account but this doesn't allow us to run a report that ...

when a quote is sent it would be good to accept a click button for the customer to accept the quote

I would like to make email addresses mandatory in customer profile so staff can’t add a customer without an email adreess.

it was be useful to customise some check boxes at the bottom of an invoice. Ur - order in progress, order collected etc

I'm an agent matching subcontractors to customers for projects - there's currently no way to automatically link subs automatically to their customers. This means I have to create all the records manually through projects. I'd like to be able to ch...

to be able to search

An addition of a Reference for each invoice means you don't need to click on invoices individually to find out what they were for.