Multi site addresses for customers (drop down bar)
My customers are each responsible for multi sites so I would like the option of billing a customer and using a drop down bar to select the site/work address AND for that site address (not just one delivery address) to have a column within BOTH the...
Guest
almost 8 years ago
in IRIS KashFlow
0
Acknowledged
We have a lot of clients whose invocies are formatted in a ladnscape style and they want to replica this in KAshflow but you can only set up portrait invocies. It was the Kashflow support team that suggested I put this on the canvas
An option to change payment terms for all suppliers. The issued date, due date and payment date for all my suppliers is always the same but there is currently no way of setting this as a general rule.
Within invoices and quotes an option to save to desktop button
Rather than having to go to Print and then when it opens PDF clicking save, it would be helpful to have a save to computer/desktop button to save time. Thanks
Copy PDF Themes for multiple logo's to show for different sections in one business.
I asked Support if I can copy a PDF theme so that I have 3 different Clean layouts each with their own logo, but that is not possible at the moment. Please can you look into this as it would be great to copy a layout and adjust it to suit the client.
When saving quotes and invoices to dropbox could there be an automatically entered entry into the 'Notes' box to say the document has been saved to dropbox because when re-opening a quote or invoice at a later date there is no way to know whether ...
Statements to show line description so clients can see what jobs the invoices relate to
Currently the statements only tell the clients our invoice number, they need to show the client what the invoice was for. In our business in the description we enter the type of job and the address of it. This is critical information.
Guest
almost 8 years ago
in IRIS KashFlow
0
Acknowledged