Help us improve

2 VOTE

Reporting using additional purchase extra ref field or custom customer field

Kashflow has the ability to add extra reference fields for purchased or custom customer fields but no reports not even the audit trail details these references, nowhere can i see where you then see these reference fields again, what is the point i...

Created about 12 hours ago by Louisa

KashFlow / Reports

0 New
1 VOTE

VAT RETURN - HMRC REF

Hi, Can the HMRC submission ref /IR Mark for the VAT return be viewed and permanently linked to VAT Return summary for the future Thanks

Created about 9 hours ago by Guest

KashFlow / Reports

0 New
1 VOTE

Gross AND net amount in purchase history report

I am creating a report for sales history for a client for a particular period using; [Reports], [Sales tab], [Customer purchase history] This report only has NET figures, but my clients work to both Gross and Net.......it would be great if this r...

Created about 13 hours ago by Guest

KashFlow / Reports

0 New
1 VOTE

Customisable month end in P&L

My business has very little activity in the middle of the month. I receive invoices from subcontractors at the end of the month and a lot of what I bill out is rebilling that time at the beginning of the next month. I would like the P&L to t...

Created 1 day ago by Martin Ross

KashFlow / Reports

0 Acknowledged
645 VOTE

Multi Currency Bank Accounts

No description provided.

Created over 2 years ago by KashFlow Product Manager

KashFlow / Bank

70 Planned
578 VOTE

Customer Portal - Allow customers to login and view their invoices, statements and payment history

Allow customers to "login" and see their invoices/statements/payments as a "self service" - they can login and see their outstanding invoices (with payment links), download historic invoices, and see statements etc...

Created over 2 years ago by Phil Taylor

KashFlow / Uncategorised

24 Future Consideration
501 VOTE

Send customer statements on a set date

I would like to be able to send out customer statements on the last working day of every month. At the moment I need to go into every customer account which is hugely time consuming. I would appreciate for there to be a function to send ...

Created over 2 years ago by Karen Huntley

KashFlow / Customers

16 Planned
1 VOTE

Can we have ability to be able to download all purchases per project into an excel report

Doing analysis of projects would be easy with this this

Created 2 days ago by Guest

KashFlow

0 Acknowledged
279 VOTE

Purchase Orders

Hi, I was speaking to Anum from your support team, I was told to add my suggestion here. For our business, we have subcontractors working for us and for work to be proceeded we would send them a purchase order to carry out the work and once the wo...

Created about 2 years ago by Guest

KashFlow / Purchases

6 Planned
2 VOTE

Basic staff should not be able to delete invoices

We deal with alot of cash customers therefor I don't think someone who can input a sales invoice on the system be able to delete invoices as this puts the company and other members of staff at risk of monies going missing

Created 7 days ago by Guest

KashFlow / Invoicing & Quotes

0 Acknowledged