I am setting up a recurring invoice. At present I need to set an invoice to send to myself, and wait until tomorrow to see if the email is sending correctly. It would be good if there was either a "Send now", "Send preview" or "View preview" butto...
Although we can ignore imported transactions at the moment, we can't set up a matching rule to mark some as ignore automatically. This would be really useful, especially when we're transferring between different bank accounts and the transfers sho...
I noticed that FreeAgent has a feature which allows you to duplicate an estimate allowing you to efficiently repeat a historic order from a previous client. This would work great for us as tree surgeons as we often re-visit sites year after year t...
When an aged debtor report is run it does not include, and there is no report available which does include, all customers and there balances. We require to view customer details along with their current balance whether it is in credit, overdue or ...
As we enjoy repeat custom, like many businesses, it'd be nice to have the option to insert previous invoice details, narrative etc from exisitng records.
It would be great if you could add Evernote integration. I'd love to be able to display a note or notebook from Evernote alongside a customer's contact info or invoice in Kashflow. This would be great for those of us who keep their customer notes ...