We have, on many occasions prepared journals for clients (adjustments) only to then click save and the whole thing be deleted due to some being processed after the bank lock date. Would it be possible to have a warning appear, or save the journal ...
Add customer Email and Telephone details to Invoice/Packing Slip.
We are an online retailer and manually book couriers frequently to send items to our customers. We book using the details on the packing slip (or delivery note as we call it). As we have to supply to the couriers the email and telephone numbers of...
Option to export information list of purchases and sales from the Project Reports
It would be extremely useful to have the option of this information exported to Excel to summarise the details of this information in pivot table form, especially the purchase information to enable you to make re-charge in sales? In a previous ver...
I am generating a spreadsheet which shows Predictive and Actual spend per project per month. I need a report that shows what the actual spend was per project per month. Currently, Kashflow can show a Materials spend per project per month in the No...
Let clients add CIS to invoices using kashflow go.
A lot of clients use their phones for record keeping, but when they raise a invoice they can not add CIS to it using a phone, they have to use another device.
The CIS is an option on the customers profile so why do you have to select it on the invoice, it gets missed as you have to save the invoice then click on the blue add cis statement at the bottom of the invoice. It is going to cause more issues fr...
When a payment is received from a customer paying in a foreign currency, KF marks the payment in GDP £ for accounting purposes, however when sending remittance advise to the customer, the record should be in the foreign currency not GDP £ as it is...
all users of kashflow it would be helpful if we could have an extra section tp P&l where able to show dividend and corporation tax not just in expenses so the P&l would show net profit then a profit after tax and dividend
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