Report to Show Invoices that are NOT allocated to a Project / Site.
It is easy to forget to allocate an invoice to a Project when you are creating an invoice but there is no way of checking / reallocating invoices that have their Project value as 'none' .You'd want to be able to 'Date Filter' this report and be ab...
It would be useful to print a list of quotes out (say by date span) with minimal details, customer name, product amount etc so you can follow them up easier or give to your sales person to follow up.
Ability to show a pre vat total for each line on invoices and quotes.
I would like Kashflow to show a pre vat total for each line on invoices and quotes. My customers may buy several thousand of one product, it's good to see the cost per item pre vat, but if they buy 3000, they also want to know the cost for 3000 pr...
It would be a great idea in the profit and loss section to show a break down of each entry instead of clicking on each entry and printing everything separately.
Is there any way I could get a COL Class and Header for Project Name so that I can show it in line items on invoices and quotes in a custom template? Or is there a workaround for this please?
Kind regards
John Laker
payment terms global update for existing customers
I cant believe you have to update payment terms for every existing customer individually if you want to change the terms from say 28 days to 14 days as I have decided to do.
I hope we can have a global update facility for all existing customers soon?
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