An option should be created to select if you want to include post year-end payments. For example you want to select aged debtors list as at 31.12.2022 however you want to see the balances as at today. Therefore it will remove any amounts which wer...
Have the customer Default Sales Code available when raising invoice from "Invoices" option
Would it be possible for the customers Default Sales Code to be auto filled when raising invoices direct from the "Invoices" option. At the moment, it's only there when you create an invoice from the customers "home page". |If you raise the invoic...
Have customer Default Sales Code already when raising invoices
Would it be possible to have the customers Default Sales Code already there when raising an invoice from "Invoices" option? At the moment it only appears if you raise the invoice from the Customer Info page.
It would be useful to have a filter on the debtors report that enables you to drill down by product so you can get a list of debtors against one product only.
Ability to see project reference next to supplier invoice summary page
Useful to know the project reference for a particular invoice when looking at the supplier summary to be able to open instantly rather than having to open each invoice separately
Adding Column for assigned Job details on front of both the purchase orders and invoices as per my attachement
Adding Column for assigned Job details on front of both the purchase orders and invoices as per my attachement. Although you can search under jobs, this feature would enable a quick look when you receive purchase orders in as a quick look up feature.
We don't always ship every item from an invoice in one shipment so it would be extremely useful to be able to show which items show on the delivery note. At the moment we have to raise multiple invoices.
Ability for user to see only incoming payments from the Bank
Essentially, we have a couple of Admin users who have to confirm that an invoice has been paid prior to sending an order. However, without giving them full access to Kashflow, or our corporate bank account, there is no way of doing this. Perhaps a...
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