Help us improve

1 VOTE

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.

Created about 1 hour ago by David Lushington

KashFlow Connect / Your Account

0 New
2 VOTE

It would be useful to be able to use the same invoice number for purchase invoices and also be able to use letters too.

No description provided.

Created 17 days ago by Guest

KashFlow Connect

0 New
4 VOTE

VAT home page

The new MTD home page is a pain in the arse to be frank. Why not list all returns on one page. It is driving me mad at the moment because am doing December 2019 returns and the view defaults to a blank 2020 page, so I have to change to 2019 th...

Created about 2 months ago by Guest

KashFlow Connect / Settings

0 New
1 VOTE

Supplier input options

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 'Suppli...

Created 20 days ago by Teresa Beccles

KashFlow Connect / Other

0 New
4 VOTE

Password reset

Give accountants back the power to reset clients passwords and memorable words, as since the removal of this feature more time is taken to explain the lost password feature to clients. After all we are selling YOUR product and are the first p...

Created 3 months ago by Guest

KashFlow Connect / Settings

1 New
2 VOTE

Being able to use more characters and letters in the customer invoice box and the same invoice number

When we enter our credit notes this would be for example C195611111111. The box does not allow enough characters and needs to include letters as some of our clients use letters in their invoice numbers. We also are finding clients are using the sa...

Created about 2 months ago by Guest

KashFlow Connect

0 New
2 VOTE

Display options

We can add new fields into customer and supplier fields but these do not appear on the customer/supplier transaction summary page. It would be useful to at least be able to nominate one field to appear on that page. A couple of examples: ...

Created about 2 months ago by Guest

KashFlow Connect / Settings

0 New
1 VOTE

Reinstate ability to change client's password

We are no longer able to change a client's password but can still access the client's records when the client themselves are locked out. We need the ability to unlock a client and change their passwords if they are locked out as we are our client...

Created about 1 month ago by Elaine Milne

KashFlow Connect

0 New
2 VOTE

Print out the list of clients

At the moment it is not available to export the list of clients or print it out. Can this be added please?

Created 2 months ago by Guest

KashFlow Connect / Clients

3 New
1 VOTE

Rank clients

Scrap this, groups does it

Created about 1 month ago by Guest

KashFlow Connect / Settings

0 New