I used to receive emails detailing which invoices have become overdue on a particular day. I have since been informed that this feature is no longer available.
I don't want to use the automated system, because some of my customers just require m...
Please can the due date for purchases and sales be included in an export file.
This is vital to be able to view/forecast what is due to be paid for a weekly/monthly pay run and allow for expecting income.
Customer credit limits - notifications when limit is reached would help.
Some sort of notification when a customer reaches their credit limit would greatly improve the system. When accepting new orders this could be checked quickly.
Could a quote number be referenced when a Quote is converted into an Invoice. It is useful for us to know which quote (saved as a pdf locally) relates to a new invoice, as obviously it gets deleted from KashFlow when converted…
Allow direct click to customer record from Income by Source
From the dashboard clicking on the income from source graph and then one of the pie sections gives a list of invoices.
At the moment the two links whether it be the invoice number or customer name both go to the customers invoice.
It would be use...
Please can I suggest that you add the functionality to batch print purchases? This function is available for sales invoices, whereby one can select multiple invoices and then download them all as a single pdf and print them as one document. Howeve...
Purchase Order - Option to make it a requirement to have a PO before saving
Quite simply - if we don't have a purchase order on an invoice, we don't get paid.
My biggest killer of cashflow is when I've sent an invoice, it doesn't get paid, and when I chase it's because I forgot the PO. Often, you can't just re-submit t...
We use Groups on our Profit and Loss than list in Products
But when view Profit and Loss It shows the Products in Column But does not give a Total of Group
We think it would be a good idea to have two columns
A sub Total to the Left of the Product...
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