Edit how the Statement looks so you can add extra info like how to pay etc.
We can add a text box of info at the bottom of our invoices - in this box we add info on how to pay etc. It would be useful if we could do something similar on the statements that we send out.
When assigning a batch payment, I would like to be able to see part paid invoices listed so that I can clear the remaining balance. It seems a bit obvious and therefore I can't understand why it isn't already possible. Similarly, when a batch paym...
Enable adding a repeat bank transaction to a supplier
We pay some suppliers by monthly standing order or direct debit, the amount being the same. It would be useful to be able to set up a repeat bank transaction tied to a supplier.
We have a requirement to manage purchase orders within our business. We receive purchase orders from our customer that I would like to be able to record within Kashflow and then draw down against allocating invoices against the customer purchase o...
I am trying to create a specific report for my needs and non of the standard reports have the full information which i require. It would be great if i could create a bespoke report.
Report to show Cashflow Statement - all payments (not just purchases) for a period sorted by code
In any business plan, the 3 usual financial projections included are A Profit and Loss Statement, Balance Sheet and Cashflow Statement.
It is ironic that a user still cannot generate a Cashflow statement from "Kashflow".
Cash is King they say, ye...
Retain a copy of the quote when converted it to an Invoice
I create a quote, when I move it to create an invoice, keep the original quote in the quote list. I found the when I create an Invoice it deletes the original quote in the quote list.
This did not happen in the older ver of software.
Allow multiple Invoices/PO's to be sent in a single Remmitance Advice
When some Invoices from customers contain several items purchased but the Purchase Orders were different we have to send individual Remittance Advice Notes. This just creates way too much work and excessive emails.