It would be useful to view a P&L by month on screen, rather than have to download to excel each time. It would also be really good to click on the values in the P&L report and go directly to the nominal account.
The facility to do separate EC Sales lists online when your VAT quarters are different to the EC sales list quarters set of Jan-Mar etc
it's crazy that you can only submit a Kashflow online EC sales list if your accounts vat quarters are the same as the EC statutory quarters Jan-Mar etc. There is also no warning anywhere when you run the VAT quarter that an EC sales list is about ...
Provide Export facility for Product and Sales Codes - To support mass update and later import of updated stock and prices
We have quite a large set of purchase and sales stock codes and it would be really useful to support a full export (in CSV) that can be modified / updated (via Excel or Pages) and then re-imported. The current update process is way too lengthy.
On the dashboard the VAT summary should show the dates of the next return to be processed
The dashboard helps show clients the financial overview but unfortunately the VAT summary doesn't show the next VAT return period. We would all benefit from this happening.
Have set default VAT codes on nominal codes and although I know this infills when entering a purchase invoice it does not work when entering bank payments as a transaction
A feature that automatically updates repeat invoices if you change the price in the sales code.
It would be great if there was a feature that automatically updates repeat invoices if you change the price of a product in the sales code. We produce over 1000 repeat invoices which then have to be manually changed every time a product price chan...
attach documents to bank transaction as an attachment
It would be a great idea to be able to attach copies of receipts to bank transactions. ie a photo of my fuel receipts. Xero has this option via their app and it is really useful. Please make this happen.
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