Under 'Project' I can currently get a pie chart for 'Income By Sales Code'. It would be really useful for me to be able to have a similar pie chart available for expenditure please.
Include the date fields on the Global Project Report
The global project report needs the two date fields to be included as it would be very useful when export this so that it can be manipulated in excel and things like gantt charts etc can be used.
Monitoring payment times for all customers in single report.
It would allow succinct means of identifying 'Average time to pay' for all customers.
Sales people would be able to have this to hand when discussing new business and also provides improved management information.
You should be able to set a a default choice for how lists are ordered in Quotes and Sales.
For myself it would be great to open sales, for example, and have the list be in date order rather than invoice number order. My invoice numbers start with client specific numbers and end with a chronological identifier, This means that I currentl...
When I open a purchase receipt, I cannot see the purchase codes unless I am editing it. I would like to see the purchase codes without having to do this.
You support for items sent from kashflow by email could be greatly improved.
It is not possible to view invoices or statements sent from kashflow as emails.
Other than knowing that something has been sent you cannot check it afterwards.
The should be a separate table showing all emails sent which allows you to view /open t...
Two issues here:-
i) Why can't ALL outstanding invoices for a particular customer be shown immediately to attach receipt against - it's ridiculous having to repeatedly click the "show more" button, especially when there are so many outstanding inv...
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