Display ALL unpaid invoices not just from last 90 days
Please default invoices list to ALL. The new layout on debtors filters on last 90 days so when looking at overdue debtors I am only seeing part of the list (we don't all work from the aged debtors list to chase customers). PLease default to last 3...
enable transaction category searching of bank accounts
It would be useful if on the bank account transactions listing, you could sort by category (e.g. bank charges) within a date range. There is a workaround - running a P&L report shows the categories, and the total is 'clickable', so this brings...
Please consider stopping the automated emails every month notifying me of the repeat invoices. They are the same every month (because they are repeat invoices!) so I do not need to be notified. This will avoid customers receiving unnecessary email...
Enable the profit and loss and balance sheet reports to show the prior year data side by side against the current year data.... as is required by law for financial statements filed at companies house
Allow a chart of accounts specifically for the recording of Rental income and expenses, so that Iris personal tax can import the records from Kashflow using the existing import drop down menu item.
I have recently found it advantageous to switch back to the old dashboard, especially when there are issues with the new dashboard, which the new one does not suffer from. I have done this every time I have an issue with the bank on the new dashbo...
Weirdly the PDF version of a purchase invoice does not include the COUNTRY. There is no reason for this, and support are not helpful just saying "I am afraid that at the moment this feature is not something that we are able to offer." Erm - surely...
We want invoices to include the goods' dispatch date so that when we update invoice dates at month-end, the dispatch date is also shown. Right now, we have to check paper packing slips in our folders and manually add the dates, which is very time-...