With all of the changes to destination VAT charging etc, it is all too easy to make mistakes when editing invoices. An exception report would be good which looks at: a) Where the customer is not based in the home country (as per their Customer Pro...
When viewing a customer record, the time period on the Transactions view defaults to This Year. Around the new year, this is problematic, as you cannot view some transactions, unless you switch the time period to ALL. However, when you return to t...
I think it would be useful to be able to run a report showing the months of the year and what money is due to be paid in each month so we can do cashflow forcasting. I have some clinets on 30days, some on 60 days payment terms. And with lots of in...
We successful use the Pay Online button in our invoices but this feature is - oddly - missing when we raise pro forma invoices. Given that that the idea of a pro forma invoice is that it needs to be paid before the goods are released it seems an o...
It would be extremely useful if users are able to import bank feeds through the Kashflow Go app and allocate receipts and payments. FreeAgent has this facility on their app which is great.
Many of our suppliers encourage early payment in order to qualify for early settlement discount which is different to the due date. It would be great if you could enter this date into KashFlow which then sent a reminder.
Additional Users ACCESS to Reports - ability to switch on and off
Our client has additional users, the client does not want a particular user who has the role Manager so that they can enter sales, purchase , quotes and bank transactions the client does not want them to see the following reports : Under Financial...
Guest
about 6 years ago
in IRIS KashFlow
0
Acknowledged
If you run an aged debtor list and export the info as a csv file then each customers invoice dates do not run sequential.
Customer Name
Invoice Date
Invoice No.
CUSTOMER
10/04/2018
28778
CUSTOMER
01/05/2018
28934
CUSTOMER
01/06/2018
29180...
0
New
2
Acknowledged
0
Acknowledged
