Help with exporting Clients to CSV without losing data!
The exported customer fields do not match the Kashflow> Customer > Profile fields in the exported Reports>Sales>Customer ALL CSV Exporting does not generate separate rows for Primary and Additional contacts for a company , with each co...
Extracting VAT info from two separate Kashflow accounts with the same VAT Registration number
We have two separate VAT registered accounts with Kashflow (two different components of our copany) both under the same VAT number. As you know, with the new HMRC Regulations where VAT returns have to be submitted digitally, I have found out from ...
It would be great if there was a way you could send out customer statements 'in bulk' to everyone, on say 1st of every month, rather than one-by-one individually.
Problem
It is not possible to amend an existing Customer records via CSV.
Managing the accuracy of data is required by law, amending manually in KashFlow is slow and inefficient.
I have systems that check the company name, the registered addres...
To be able apply the correct theme for new customers and suppliers as default
To be able to apply as default a purchase theme containing company terms of purchase for all new suppliers, and a different theme for customers with T&C's instead of having to change manually for each new customer / supplier added
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