Require ability to export (.csv); Customer Code, Payment Date, Payment Value as a report.If I can filter this by nominal code even better. Essentially the ability to export customer payments so I can reconcile them in a separate system.
Supplier invoice to default to which ever supplier you are using
When you select a supplier and enter an invoice it would be better if the system kept you on this supplier to enter the next invoice without having to choose the same supplier from the list again. So the system would always default to the supplier...
Hi, Just an observation - it would be really helpful if the supplier batch payment total would come in the search facility. Currently you have to go to the supplier, search the statement and then go into an individual and click edit to find the amount when doing a bank reconciliation. Unless there is an easier way?
This would be quicker to reconcile your vat quarterly accounts
Incorporate an up/down arrow when scrolling in the client's bank account
Is there anyway you can incorporate an up/down arrow when scrolling up and down in the client's bank account? It is difficult to be precise at times, especially when there are loads of transactions.
Overpaid customer invoices should appear in the batch payments screen
Invoices that have been overpaid by a customer should be available for selection as part of a batch payment, as often they will be recouped on the next remittance.
Company switching to be Optional to any role (or user)
We use the roles within Kashflow very effectively. would be useful for our "sales" or "basic" users to have the switching functionality multiple logins is confusing and time consuming for these individuals.
We have a customer who wants us to be able to invoice her with VATable amount showing as a subtotal on her invoice as well as the NET amount . Some of the items we sell are non - VATable e.g. comic books and when she enters invoices on to her acco...