Help us improve

1 VOTE

Rank clients

Scrap this, groups does it

Created 2 days ago by Guest

KashFlow Connect / Settings

0 New
1 VOTE

Multiple supplier fields

For customers we can specify many extra fields on their record, we need this for suppliers too. I have many building trade clients and it would be useful to be able to record UTR number, NI number and Verification Number against their sub-cont...

Created 3 days ago by Guest

KashFlow Connect / Settings

0 New
3 VOTE

VAT home page

The new MTD home page is a pain in the arse to be frank. Why not list all returns on one page. It is driving me mad at the moment because am doing December 2019 returns and the view defaults to a blank 2020 page, so I have to change to 2019 th...

Created 15 days ago by Guest

KashFlow Connect / Settings

0 New
2 VOTE

Display options

We can add new fields into customer and supplier fields but these do not appear on the customer/supplier transaction summary page. It would be useful to at least be able to nominate one field to appear on that page. A couple of examples: ...

Created 15 days ago by Guest

KashFlow Connect / Settings

0 New
3 VOTE

Password reset

Give accountants back the power to reset clients passwords and memorable words, as since the removal of this feature more time is taken to explain the lost password feature to clients. After all we are selling YOUR product and are the first p...

Created about 1 month ago by Guest

KashFlow Connect / Settings

1 New
2 VOTE

Bank imports - creating transactions - VAT default

It would be useful if a VAT default rate could be set for each nominal, it is a mind-numbingly boring faff having to change every payment for net wages, drawings, PAYE, VAT etc. to N/A

Created 3 months ago by Guest

KashFlow Connect / Settings

0 New
10 VOTE

Automatic terms and conditions added to sales invoice

Would be great if the payment terms entered in the customers records were automatically shown on sales invoice

Created over 1 year ago by Guest

KashFlow Connect / Settings

2 Acknowledged
7 VOTE

Company Registration Number

It would be best practice if limited company registration numbers could be added during set up and then selected to be included on sales invoices.

Created 12 months ago by Guest

KashFlow Connect / Settings

1 New
3 VOTE

Data Import - Import CSV Files using Kashflow Connect credentials

We are unable to import data (CSV's) via the Settings > Import Data function using our Kashflow Connect credentials, we are required to obtain and enter our client's Kashflow username and password. It would be good for accountants to have the s...

Created 5 months ago by Guest

KashFlow Connect / Settings

0 New
1 VOTE

Read only users

There are many times when it would be useful for various employees to have full access to see the financial data but not be able to amend it. Many clients the MD is fully entitled to see the data but you would not want them to have the ability to ...

Created 2 months ago by Guest

KashFlow Connect / Settings

0 New