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2 Vote

Save filter settings

Every time I login and go into invoices or purchases the filters applied in the previous session are lost and I have to select "unpaid" and "100 items" each time.

Created 19 Oct 04:10pm by Gary McDonald

KashFlow / Invoicing & Quotes

1 New
1 Vote

Can a project allocation be added to the journal csv import template?

I have a client that uses projects to identify income and expenditure across multiple income streams. They use consistant nominal codes across these projects but I need to reallocate how the projects are recorded historically. At the moment this i...

Created 19 Oct 08:15am by Guest

KashFlow / Projects

0 New
2 Vote

Supplier invoice to default to which ever supplier you are using

When you select a supplier and enter an invoice it would be better if the system kept you on this supplier to enter the next invoice without having to choose the same supplier from the list again. So the system would always default to the supplie...

Created 15 Oct 08:31am by Guest

KashFlow / Suppliers

0 New
2 Vote

Overpaid customer invoices should appear in the batch payments screen

Invoices that have been overpaid by a customer should be available for selection as part of a batch payment, as often they will be recouped on the next remittance.

Created 13 Oct 09:13am by Anna Hales

KashFlow

0 New
1 Vote

Export Payments

Require ability to export (.csv); Customer Code, Payment Date, Payment Value as a report.If I can filter this by nominal code even better.Essentially the ability to export customer payments so I can reconcile them in a separate system.

Created 16 Oct 06:18am by George Ross

KashFlow / Payments

3 New
1 Vote

Hi, Just an observation - it would be really helpful if the supplier batch payment total would come in the search facility. Currently you have to go to the supplier, search the statement and then go into an individual and click edit to find the amount when doing a bank reconciliation. Unless there is an easier way?

This would be quicker to reconcile your vat quarterly accounts

Created 14 Oct 04:26pm by Guest

KashFlow / Other

0 New
1 Vote

Bank Reconciliation - Current Dates/Months on First Page

Can you switch the bank reconciliation date order to show the current months on the main page? Painful to have to look at old reconciliations first.

Created 14 Oct 11:47am by L Barker

KashFlow / Bank

0 New
1 Vote

Incorporate an up/down arrow when scrolling in the client's bank account

Is there anyway you can incorporate an up/down arrow when scrolling up and down in the client's bank account?It is difficult to be precise at times, especially when there are loads of transactions.

Created 14 Oct 10:44am by L Barker

KashFlow / Bank

0 New
1 Vote

Presentation of P&L

The purchases in individual project P&L to be presented according to account code instead of in alphabatical order

Created 11 Oct 01:22pm by Guest

KashFlow / Purchases

0 New
1 Vote

Adjustable column width

To make column width adjustable according to our preference.

Created 11 Oct 01:18pm by Guest

KashFlow / Purchases

0 New