Help us improve

10 VOTE

Please can you sort the dashboard issue

when logging in and taken to the dashboard, If you click to reports it will take you back to the dashboard on the first few attempts. It very annoying and I imagine quite simple to fix

Created about 2 months ago by Guest

KashFlow / Dashboard

0 Acknowledged
1 VOTE

Recover username online

I can't log in without it yet can reset my password based on email address!

Created 5 days ago by Guest

KashFlow / Dashboard

0 Acknowledged
3 VOTE

Be able to delete redundant Additional Users

I can create new Additional Users but when I don't want access to be available I can't delete their profiles - only Disable them. It would be cleaner and clearer to be able to DELETE Additional Users which are no longer required.

Created 2 months ago by Robin Antill

KashFlow / Dashboard

0 Acknowledged
1 VOTE

Memorable word - the fields should blank out after entry to avoid copying by others

Previously I accessed the KashFlow system via a third party where each letter of the memorable word was blanked out after entry to prevent someone looking over my shoulder and copying the letters. This is similar to the way a cash machine works t...

Created about 1 month ago by Guest

KashFlow / Dashboard

0 Acknowledged
1 VOTE

Global document format change - not manually by customer!

In settings for PDF Themes I changed to use the 'Clean' Theme to my default expecting that this would actually be the new default for ALL documents produced from that point going forward. Apparently not so. i would have to go into every one of h...

Created about 1 month ago by Guest

KashFlow / Dashboard

0 Acknowledged
5 VOTE

Introduce date prompt when tax due

Business owners, helpful for planning

Created 7 months ago by Guest

KashFlow / Dashboard

0 Planned
2 VOTE

Abreviated Profit and Loss on dashboard

A really helpful feature would be if I could get my profit and loss as per current month and the accumulated for the running business year on to my dashbaoard, so at one plimpse I can see where my business stands. I just needs to be an an extract ...

Created 7 months ago by Guest

KashFlow / Dashboard

0 Acknowledged
1 VOTE

To see repeat purchaes ie DD & SO on a weekly/monthly basis

It would be useful to see regular repeat outgoings (D/D's or S/O's) when entering the month end date, at the moment you can only see them if entered manually.

Created 4 months ago by Guest

KashFlow / Dashboard

0 Acknowledged
4 VOTE

On the dashboard the VAT summary should show the dates of the next return to be processed

The dashboard helps show clients the financial overview but unfortunately the VAT summary doesn't show the next VAT return period. We would all benefit from this happening.

Created over 1 year ago by Emma Ransom

KashFlow / Dashboard

0 Planned
2 VOTE

Search Box issue

Issue: Search box does not look up all data equally - after a recent support query #300676 I was advised that "The search bar in the top left only searches for invoice numbers or customer references" - This is not true. Example: I type in "FIS...

Created 11 months ago by Ben

KashFlow / Dashboard

1 Acknowledged