To add products it would be very helpful to have an overview of our products when 'Add line item' button is clicked and to be able to scroll down them to select the product the customer has ordered.
Products and Services are what business is about. These should be viewable at the touch of a button. A button should be available on the LHS 'Products & Services' to view and edit. As a new user learning the system it takes at least three butt...
I use this option daily for multiple customers from Mac. There are of course workarounds to create CSV files but it's another job that was handled nicely previously.
n the building industry most large contractors keep a percentage of retention on the original quote from a subcontractor. This only gets paid to the subcontractor when the site is completed or anything up to two years after. So you invoice for a c...
Ability To Select Contact When Sending Invoices/Quotes/Purchases/Statements etc
So the new multiple contact implementation is active now, and it leaves a lot to be desired.
Currently you can add multiple contacts to a customer or supplier and mark if each contact should receive invoices/purchases (which apparently also applie...
Emails to customers - header to include invoice number automatically
When customers and book keepers check emails it would be an advantage if header included the invoice number as often a number of emails have to be opened to find a particular invoice
Giving users an enable/disable function to cancel changes Kashflow makes
It appears someone has had the idea to show all invoices (paid & unpaid) in the bank feeds matching section, which I disagree with and did not want, so I wonder is it possible to add in a enable/disable function for updates that Kashflow imple...
On a customer tab, be able to select a few invoices for download
At the moment if i want to download a few invoices from 1 customer, I have to go to the invoice page and find the invoices I want to download (which is not easy) and select them and then they all get downloaded on a single PDF.
It should be possib...
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