Help us improve

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 21 hours ago by Elaine Milne

KashFlow Connect

0 New
1 VOTE

Rank clients

Scrap this, groups does it

Created 8 days ago by Guest

KashFlow Connect / Settings

0 New
1 VOTE

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...

Created 8 days ago by Guest

KashFlow Connect / Reporting

0 New
1 VOTE

Multiple supplier fields

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-cont...

Created 9 days ago by Guest

KashFlow Connect / Settings

0 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 20 days ago by Guest

KashFlow Connect

0 New
3 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 21 days ago by Guest

KashFlow Connect / Settings

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 21 days ago by Guest

KashFlow Connect / Settings

0 New
1 VOTE

Filter by referneces (customer and supplier)

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 ...

Created 21 days ago by Guest

KashFlow Connect

0 New
1 VOTE

Internal email function improving

Hi thereWe have used kashflow for a while.Normally we will send the report once we finished the VAT return to the client through Email with some necessary comment.I tried to use Kashflow build-in email function today, however, there is no "saved t...

Created about 1 month ago by Guest

KashFlow Connect / Clients

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 about 1 month ago by Guest

KashFlow Connect / Clients

3 New