There is only an option to export 'customers' which only includes the first named contact. There needs to be an option to export the contacts along with customers too.
When putting in something to search, if I'm not logged on, Kashflow goes to the logon screen but then loses the search parameter. Could the search parameter be carried through with log in please? It's quite normal on most apps / websites.
I find that the biggest thing that lets Kashflow down is its inability to link with other useful platforms. An integration with Woo Commerce would make life a lot easier.
A s an IT contractor, I submit invoices every four weeks with a line item of the invoice for each week e.g. consultancy for week ending 02/02/24 Can you add in %d as a subsitution character which is replaced with the date the invoice is created, i...
I can pull over #INVNUM# to bring over the invoice number, please can you add #INVPO# to bring over the text from the Purchase Order field so I can include it in the SUBJECT LINE of the email. This would be super handy and stop me having to do it ...
Enhance customer statements to include each individual invoice descriptions, providing a detailed overview of the work carried out, alongside the invoiced amounts. on customer statements so that the statement also shows what has been written in th...
I've had issues with non-delivery of emails due to a defective recipient address, however the Kashflow logs do not catch this & I believed they had been received OK. It would be useful if errors were reflected back to the originating account.
With the new Iris Pay and DD I would like to move my customers from Go Cardless to IRIS pay but there is no facility to do this. So I have to go through the painful process of getting all my customers to sign a new DD mandate. Surly there must be ...
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