KashFlow does not have an option to import mileage using csv file. Most users are using an app to track their mileage but with no way to import to the KashFlow, they are unable to take advantage of this great feature.
I am tired of using Kashflow and exporeting files to Excel to compare financial perfrmance of my clients business. Even Free accounting softwares provide this functionality. An Acountant shoukld be abl to click and compare figures for any periods ...
I have a number of clients who start a new sales invoice sequence each year (ie go back to number 1 again) as I'm sure many other accountants do. It is a real pain to have to update manually for each invoice
Allow all clients to be assigned to a new member or staff
Currently we have to individually tick each client we want to assign to a staff member which is laborious process when there are many clients. A drop box showing all clients with a "select all" would be ideal.
When you are in the Supplier tab and click on 'Create Purchase' the supplier box always defaults to the first supplier in alphabetical order on the list of suppliers. Can this be disabled so that when you create a new purchase invoice the 'Supplie...
Summary of payment/receipts on supplier/customer accounts
It is very annoying looking at a customer and supplier statement and seeing a payment or receipt exploded out. If I am looking for an amount, say £5000, from the bank statement the ideal would be to have that showing on the statement with the opti...
For customers we can specify many extra fields on their record, we need this for suppliers too.
I have many building trade clients and it would be useful to be able to record UTR number, NI number and Verification Number against their sub-contra...
Why when I am batch posting payments and receipts does the name come up and not the supplier reference? We use references because they are short and easy to remember. One of my clients deals with multiple offices of a group all with the same name ...
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