Make an opening balance available when looking at Nominal Activity
When looking at the activity within a nominal account, over a specified period of time, it would be really useful if the opening balance could be shown. Then at a glance you could see the difference that had occurred within the account, over the t...
If you only have one customer (as in my case) or you have only a few and you need to invoice only partially for some works done, there is no way to keep track of the remaining balance on the Purchase Order received other then noting it down on pap...
0% and N/A VAT Transaction Report should use payment date as filter if Cash Accounting used
The 0% and N/A VAT Transaction Report is very useful as a check that the correct VAT code is specified - this may be more important with MTD.
However, the report is filtered based on the receipt/invoice date. However, for users using VAT **cash ac...
It would be very useful to include a Month variable place holder in the body of a recurring invoice description text.
Each month I have to update the month text of every invoice I send out manually :-( I am unable to use automatically reoccurring ...
Memorable word - the fields should blank out after entry to avoid copying by others
Previously I accessed the KashFlow system via a third party where each letter of the memorable word was blanked out after entry to prevent someone looking over my shoulder and copying the letters. This is similar to the way a cash machine works to...
Global document format change - not manually by customer!
In settings for PDF Themes I changed to use the 'Clean' Theme to my default expecting that this would actually be the new default for ALL documents produced from that point going forward. Apparently not so. i would have to go into every one of hun...
Natwest bank is 5 days behind when importing transactions
When importing the bank feed from Natwest it is always 5 days behind. Kashflow have blamed the bank for the issue, however this is not true as we use Sage One also and the bank feed is up to date when importing.
We cannot send Customer Statements ...
Louise Bradley
almost 6 years ago
in IRIS KashFlow / Bank
0
Acknowledged