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2 VOTE

Contra entries

I had a contra entry to make where client had reduced supplier payment by amount owed to them on sales ledger. The method told me by support was to create a dummy bank account and post both sides to this, it seems a bit clumsy, what is needed is t...

Created over 2 years ago by Robert Thorne

KashFlow Connect / Other

2 Acknowledged
2 VOTE

Payment allocation

Many clients do not like the direct bank feed and we import the bank via csv. Where several invoices are cleared by a single payment or receipt the matching of this is laborious. I either have to go through invoices one at a time and apply a cred...

Created over 2 years ago by Robert Thorne

KashFlow Connect / Other

0
1 VOTE

Add a narrative on invoices

When downloading invoices, I believe it would be useful if there was a narrative rather than just a reference number in order to show the work carried out so that clients know what each invoice is for. This feature is available on Sage.

Created over 1 year ago by Guest

KashFlow Connect / Other

1 Already exists
1 VOTE

Exchange rates

It is ridiculous the way exchange rates work on the csv importer. I have clients that invoice in US$ and Euro's and they send me spreadsheets with the foreign currency and exchange rate. I have to convert the spreadsheets to £ to import so KF ca...

Created over 2 years ago by Robert Thorne

KashFlow Connect / Other

0 Acknowledged