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Add a column for the 'Reference' of each invoice/quote to the new 'Transactions' page in the latest update!!!!

The new transactions interface looks good but you have taken out one of the most useful columns - the reference column!!!!! - I now only have a list of invoice numbers which, whilst relevant, don't tell me what each invoice is for, which means I have to either open each invoice individually or have a seperate database to cross reference the invoice numbers with - thats a major clanger in anyones book.

  • Rob Smith
  • May 10 2018
  • Released
  • Attach files
  • Guest commented
    11 May, 2018 01:26pm

    The loss of the reference column makes finding quotations and invoices much slower, especially when on the phone to a customer.

    There is a reference column in the suppliers section, so this should be possible to include for invoices and quotations

  • Mike Isaac commented
    11 May, 2018 08:53am

    I entirely agree. I hate it. Thinking of going elsewhere, though the damage is less in other parts of the program. A definite downgrade. The new interface is crowded, hared to navigate and missing this major feature.

  • Graham Jackson commented
    11 May, 2018 08:35am

    I've just raised a complaint via Kashflow Support. If the facility to view the customer's invoice 'Purchase Order' and a range of transactions using scrolling isn't reinstated poste haste we'll be looking elsewhere for our accounts and payroll software!

    Very retrograde step Kashflow I hope you are listening.

  • Guest commented
    10 May, 2018 08:41pm

    I was just about to make the same suggestion. We also need to facility to view all transactions as per the previous version rather than selecting a date range. Our admin team are going absolutely mad over this at the moment, and I must admit, they have a very legitimate point.