Add subtotals per subcontractor on the CIS Summary to make it easier when completing CIS return. The CIS summary report groups the details of individual items by subcontractor, but does not give a subtotal. Thereofre to complete the HMRC return yo...
- Ability to add a Prospect / Lead to a new 'CRM' section.- Set the customer status to Cold, Warm or Hot and set a potential conversion percentage- Once they are confirmed as ordering or submitting to a project, you can simply press a button to co...
Get the GoCardless link generated by kashflow, via API, or frontend, so you can send it in personal emails
When setting up gocardless kashflow sends an email to the customer with a GoCardlesss link that they must click on to register. The problem is that often you have the conversation with the client, so they expect an email from the company not kashf...
Very important - Need a function to do interim invoices. I quote customer, then give them a deposit invoice, then an interim invoice, then final invoice.
The ability to turn a quote or estimate into a bill of materials / works order. This would take your quote / estimate, then turn it into a BOM / Works Order which will remove the costings, so you could then print this to a) send to wholesalers / s...
Saving every invoice to a dropbox account one at a time is very cumbersome, especially when multiple repeat invoices are generated. It would be very useful to allow all invoices to be automatically sent to the linked dropbox account upon creation/...
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...
Vat by country, ability to set vat rate by country. my imported invoices all come out with 20%. Now UK is out of Europe, I need to edit every EU invoice to corrtect the vat rate.
Give accountants back the power to reset clients passwords and memorable words, as since the removal of this feature more time is taken to explain the lost password feature to clients.
After all we are selling YOUR product and are the first poi...
Option to add our company bank details to customer statements
Some customers find it easier to pay us from information on their account statement. Would be helpful to be able to add this facility to our statement in addition to invoices.
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