If a client already has a mandate setup in GoCardless, there is currently no way to link that to the client record in Kashflow, so taking payments needs to be done outside of raising the invoice in Kashflow. Speaking with support, there are only t...
Inconsistency between year 1 row headings and year 2 row headings - omissions. e.g. set up year 1 to report on monthly p&l with analysis designed to reflect business income etc. However, going forward to year 2, system omits some row headings ...
Currently Kashflow doesn't have the ability to reflect those that produce their accounts on a Cash Basis. The reports are all tailored to traditional accounting, as is the VAT warning message that comes up when your turnover is approaching the VAT...
The ability to change the 'from' email address with the email templates.
Even though we are a small business, we have different email address set up for different purposes and sites / projects. If we can change the 'from' email address when we create a template it would be extremely useful. At the moment we have to dow...
At the moment, sagepay's 3D secure (verified by visa etc.) freezes the online invoice payment.Would be great if you could resolve this issue, as this adds to the security while paying online, and reduces the risks of fraud and charge backs.
It would be great if we can be stopped from creating a new customer record by trying to use the same mobile number or e-mail address that already exists on another customer record... ...by giving us an easy option, asking whether we would like to ...
A simple idea of adding letters to invoice numbers, a simple C for a credit note would help.Also, a supplier reference may be the same as a sales invoice reference but the system won't let you use the same reference twice. How would you treat this?
You can manually attach extra PDF files when sending out invoices but if you could upload a file that could automatically attach along side the invoice (terms and conditions for example) that would be perfect.
More options for date supstitution in repeated invoices
When creating new repeat invoice, you can use date supstitutions in the description field of the invoice lines, like %m for current month, %m+1 for next month, %m-1 for previous month. Can you please increase the range, so you can add %m+2, %m+3 ....
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