Skip to Main Content

KashFlow Ideas

Your ideas allow us to crowdsource feedback, gain customer insight and prioritise our roadmaps.

Link a subcontractor (supplier) to a customer

I'm an agent matching subcontractors to customers for projects - there's currently no way to automatically link subs automatically to their customers.  This means I have to create all the records manually through projects.  I'd like to be able to choose a sub in a menu within the customer invoice so that I can assign a sub directly, and have that customer then also show up on the sub's listings.  Is that possible please??

  • Attach files
      Drop here to upload