My Ideas: Customers

Request the Country field for CSV import to be the country name, not a code.

If you run an aged debtor list and export the info as a csv file then each customers invoice dates do not run sequential. Customer Name Invoice Date Invoice No. CUSTOMER 10/04/2018 28778 CUSTOMER 01/05/2018 28934 CUSTOMER 01/06/2018 29180...

Credit limits for customers would give an early warning to credit limits being reached and would aid credit control

It would be useful to have to option to produce a statement that can be sent to a customer that shows an aging of invoices/credits as an analysis at the bottom of the statement i.e. those invoices that are less than 30 days old, 30-60 days 60-90 d...

In order to make invoices more easily understandable by customers where some elements attract VAT and others do not, or are 0%, it would be great if the columns in an invoice can be adjusted to suit the business in question.

An option should be created to select if you want to include post year-end payments. For example you want to select aged debtors list as at 31.12.2022 however you want to see the balances as at today. Therefore it will remove any amounts which wer...

It would be useful to have a filter on the debtors report that enables you to drill down by product so you can get a list of debtors against one product only.

When creating a new customer there is no option to select them as non-VAT registered. About 99% of our customers are not registered for VAT therefore we would like to reflect this in Kashflow.

I use this option daily for multiple customers from Mac. There are of course workarounds to create CSV files but it's another job that was handled nicely previously.

So the new multiple contact implementation is active now, and it leaves a lot to be desired. Currently you can add multiple contacts to a customer or supplier and mark if each contact should receive invoices/purchases (which apparently also applie...