Help us improve

1 VOTE

Globally change the ticked boxes on purchase codes and sales codes - EC sales and purchases and remove them as a default

Currently the sales and purchase codes automatically have ticked the (Include in box 8 and on EC Sales List) and for purchases (include as EC Purchases of products). Obviously some sales codes are services and not goods and even more so for purch...

Created 2 days ago by Guest

KashFlow Connect

0 New
2 VOTE

Supplier/Customer codes using special characters

I have been trading nearly 25 years and have a coding system for customers that involves the use of &, but I cannot incluse this in my customer code, why, SAGE which I have been using all that time allows for this? I really don'y want to have...

Created 15 days ago by Guest

KashFlow Connect / Settings

0 New
2 VOTE

VAT Report buttons

It is very easy to inadvertently file a VAT return when trying to view the detail or summary, can the view buttons not be located further away from the submit one, you have to view prior to submission but te slightest twitch as you click could lea...

Created 19 days ago by Guest

KashFlow Connect / Reporting

0 Acknowledged
6 VOTE

Company Registration Number

It would be best practice if limited company registration numbers could be added during set up and then selected to be included on sales invoices.

Created 6 months ago by Guest

KashFlow Connect / Settings

0 New
10 VOTE

Automatic terms and conditions added to sales invoice

Would be great if the payment terms entered in the customers records were automatically shown on sales invoice

Created 10 months ago by Guest

KashFlow Connect / Settings

2 Acknowledged
2 VOTE

Ability to change headings on a Statement

It would be useful to be able to change the heading on a statement as the invoice number is shown under a # symbol. It would be nice to have the option of changing the heading to' Invoice Number'

Created 2 months ago by Teresa Beccles

KashFlow Connect / Settings

0 Acknowledged
3 VOTE

A notification if an email sent to a customer bounces back

Currently KF does log when an invoice is sent to a customer and to what email address. A couple of clients are not comfortable with the fact that if an email bounces back due to a mailbox being full or an incorrect email address is used there is n...

Created 4 months ago by Tim Shave

KashFlow Connect / Clients

2 New
6 VOTE

Make an option to mark a supplier or customer invoice in query/dispute

Everyone would benefit from this, as we are currently paying invoices that are actually in query, but there is no option to show this other than to delete the invoice.

Created 7 months ago by Guest

KashFlow Connect / Other

0 New
4 VOTE

Calender reminder for actions such VAT returns etc

Instead of manually recording a note of the next client's VAT return/yearend etc into a Diary or similar. It would be ideal if Kashflow was able to send an email to warn you of the pending task for your client.

Created 6 months ago by Guest

KashFlow Connect / Clients

0 New
4 VOTE

Option to assign transactions to a project from a bank feed

Otherwise it doubles the work time required for both the client and ourselves

Created 6 months ago by Guest

KashFlow Connect / Other

0 New