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KashFlow Ideas

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1. When creating an invoice in ‘invoicing’ the customer search has to be exactly as the name appears on the system. (ie, Mr & Mrs) We can’t

When creating an invoice in ‘invoicing’ the customer search has to be exactly as the name appears on the system. (ie, Mr & Mrs) We can’t even search by customer code. Could we improve that search function.
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    • Alison Tarrant
      Reply
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      Oct 31, 2018

      Think this is essential - many schools have very similar or even exactly the same names - it's time consuming loading one to see if it has the right postcode. Please change.

    • Rich Mellor
      Reply
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      Oct 25, 2018

      It should be a wildcard search - you should be able to search by customer code, surname or first name at the least