I have found a report which shows all transactions for each Sales Code which includes: date, invoice no., customer details, cust ref, product code, qty, rate, total and description. I haven't found a report to get the same information for purchase...
I've just confirmed with KashFlow support team that when looking for a transaction code (given by KashFlow) that belongs to a Quick Expense, that appears as "not found". Same for Quotes. It would be ideal if all Kashflow transactions (KH12345 form...
Could we have the feature of aged amounts on the debtors statements, showing the customer a breakdown of their overdue invoices ie. 30, 60 90 days etc. please
I use the Global Project Report to track project sales and costs Could really do with a report which shows items NOT allocated to a project, so a profit and loss for non project items and potentially a line on the global project report for items w...
Seamless customer management: Keep profiles open after updating, saving time and frustration when generating quotes
When I create a customer and hit the "update" button after inputting their details, their profile immediately disappears, which means I have to then search for the customer again to produce a quote. This is quite frustrating. Is it not possible to...
Streamline your quote creation process with pre-written templates that remember pricing for each line item
I often find myself copying and pasting duplicate quote items from notepads into Kashflow. Would it be possible to incorporate a feature for pre-written quote templates that remember the pricing for each line item?
Bank accounts. Kashflow, please add a bank icon for Virgin Money. There is already an icon for VM when adding bank feeds but not for the KF bank under Home> Financials. Thank you!
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