I want to generate a report for a time periof (eg JAn 2023) for all sales code. The report should show me info like the income by sales code report but the figures should be WITHOUT vat, as vat is not part of a sale, it is a tax.
When I read that Kashflow could be integrated with Paypal for invoice purposes I was delighted as I spend ages every month manually raising invoices before orders can be sent out. I linked the two together but then realised that Kashflow is only p...
Enabling email addresses to be added to packing slip
When we pass the orders to our delivery team they often email time slots so if this was on the packing slip then this would save us adding this to an email to them. The delivery team do not have access to the invoice.
Option to choose length of inactivity before auto logging out
I find, and some clients have commented, that Kashflow logs out too quickly and it is frustrating having to log in so frequently. Can we have an option to extend the inactivity period?
With the current climate more and more customers are requesting monthly payments. We are a plumbing and heating company and can fully appreciate some of our invoices might be too much for a customer to pay in a month, Offering Klana payments would...
To be able to delete old templates in the journal section
Jouranls are amended on a regular basis e.g wages. When you create a new suitable template for a journal, you have to scroll through all the old templates to get to the ones you need. Would be helpful to be able to delete old templates.
At our business we need to add a project for each expense. To check if this has been done easily it would be good to add as a tab for Projects in the Purchases part of Kashflow. Thank you.
At the moment I can see we convert the PO to a purchase and can then amend the purchase but the remaining balance of the original PO disappears. The ability to raise a part invoice against a PO and the balance remain for the next purchase invoice ...
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