Attached are 2 screenshots showing an invoice being edited in the original interface and the same invoice in the new design. The original is very usable design with appropriate spacing for numerical values and description In the new style screen -...
Hi there, I'm using bank feeds for HSBC and Amex, which are GREAT - thanks! would love to also use for Capital on Tap but you don't currently integrate with that. Would be very grateful if you could get this added as it would save me a lot of time...
I use the Global Project Report to track project sales and costs Could really do with a report which shows items NOT allocated to a project, so a profit and loss for non project items and potentially a line on the global project report for items w...
Bank accounts. Kashflow, please add a bank icon for Virgin Money. There is already an icon for VM when adding bank feeds but not for the KF bank under Home> Financials. Thank you!
Use icons for quick access to actions on the supplier list
Rather than having a drop down list for two actions (i.e. create purchase invoice, create purchase order), there could be icons instead. This would allow single-click access to more actions in the same on-screen space. see attached mock-up with ic...
To run a gross profit and loss inclusive of VAT, if a company is hoping to fall under the VAT threshold, the current P&L is shows net of VAT requiring manual calculations however some sale items are exempt which can get complicated, & if t...
It would be useful if you could assign advance payments to suppliers or from customers through the bank feed without having to input purchase invoices or sales invoices first.
I work in an accountancy practice, bookkeeping for several clients. I often put transactions through the bank feed before receiving the relevant purchase or sales information from my clients. Bank transactions are processed as payments on account ...
After recent software update, adding an invoice within a supplier adds it by default to the wrong supplier
After a recent upgrade, when I'm in a supplier record and click on "Create New" - instead of creating a new invoice within this supplier it defaults to the first supplier on the list. This has resulted in many invoices being posted to the incorrec...
Allow an admin to get access to create invoices but not to see anything else.
It would be great if a company can add an admin to the account but the admin to only have access to create new invoices per customer but not to have access to see any historic data or historic inoice amounts etc.
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