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Statement and Invoice Sending Tagged by User Not Master Account

As it stands at the moment, when a customer is emailed a statement or an invoice, Kashflow tags this as the master user in the notes section, rather than the user who has actioned it.

We have contacted Support who have said this is not a bug, as it is the system that is sending it out. But realistically, its only sending it out at the request of the User who has actioned it, so it should be tagged as the user who has initiated it we would of thought?

This would allow for better management of which member of staff has been chasing which customer for payments etc


  • Guest
  • Aug 15 2018
  • Acknowledged
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