Help us improve

1 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 28 days ago by Guest

KashFlow Connect / Settings

0 New
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 7 months ago by Guest

KashFlow Connect / Settings

0 New
2 VOTE

Supplier/Customer codes using special characters

I have been trading nearly 25 years and have a coding system for customers that involves the use of &, but I cannot incluse this in my customer code, why, SAGE which I have been using all that time allows for this? I really don'y want to have...

Created 2 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 about 1 year ago by Guest

KashFlow Connect / Settings

2 Acknowledged
2 VOTE

Ability to change headings on a Statement

It would be useful to be able to change the heading on a statement as the invoice number is shown under a # symbol. It would be nice to have the option of changing the heading to' Invoice Number'

Created 4 months ago by Teresa Beccles

KashFlow Connect / Settings

0 Acknowledged
3 VOTE

When default payment terms are changed in customer settings have an option to allow it to update all customers default terms as well.

When the default payment terms are changed in 'company details' have an option for it to update all existing customers default terms. This will save time as you will not need to click in to each individual customer to edit their terms. When creat...

Created 10 months ago by Guest

KashFlow Connect / Settings

0 New
1 VOTE

Setting to change the list item number

It would be helpful to have a setting whereby you could change the default setting for the number of items listed. It is currently set at 10 items, but as we are entering more and more data we would quite like the option for the default to be 100 ...

Created 4 months ago by Guest

KashFlow Connect / Settings

0 Acknowledged
5 VOTE

Have the facility to dispose of a fixed asset from the fixed asset register

Assets set up in the asset register for depreciation may need to be disposed of if sold etc. At the moment there is no facility for this other than deleting them and to do this you have to delete all depreciation journals associated with them. T...

Created over 1 year ago by Guest

KashFlow / Settings

0 Acknowledged
1 VOTE

To view all clients now signed up to MTD

beneficial for accountants to see which of their clients have signed up to MTD for VAT.

Created 5 months ago by Lynsey Thomson

KashFlow Connect / Settings

0 Acknowledged
3 VOTE

Import Chart of Accounts

You have added in the ability to "Export" a chart of accounts from KashFlow Connect. What would be ideal if you also add the ability to "Import" chart of accounts. I have a 500 line COA I want to set as a default for all my customers and I have to...

Created over 1 year ago by Alex Jennings-Temple

KashFlow Connect / Settings

1 Acknowledged