Reports

Very important - Need a function to do interim invoices. I quote customer, then give them a deposit invoice, then an interim invoice, then final invoice.

The ability to turn a quote or estimate into a bill of materials / works order. This would take your quote / estimate, then turn it into a BOM / Works Order which will remove the costings, so you could then print this to a) send to wholesalers / s...

Saving every invoice to a dropbox account one at a time is very cumbersome, especially when multiple repeat invoices are generated. It would be very useful to allow all invoices to be automatically sent to the linked dropbox account upon creation/...

Under the new Brexit rules invoices require the customer and suppler EORI number to be able to ship items to the EU which Kashflow does not support. Kuehne & Nagel, DB Schenker, Davies Turner, UPS, FEDEX, DHL etc etc All these freight companie...

Post Brexit, for our customers in the EU, we have to raise an invoice in Kashflow, but then as there are no facilities to enter the essential additional details onto the system, we have to download the invoices and add the required info for each i...

It would be very useful to be able to see the VAT outstanding on Aged Debtors and Creditors reports so that we can easily identify VAT outstanding at the year-end for cash accounting clients.

It would be useful, as with Sage and Quickbooks, to be able to manipulate the invoice template with our own designs so we can add or delete fields as required

Or at least make it an option. Our customes are all UK based, so to put 'United Kingdom' at the end of the address line looks ridiculous and makes it difficult to fit into a window envelope. At best, give customers a default option.

I find it hard to believe Kashflow don't yet have the ability to create Proforma invoices! I have now signed upto Sageone and will be moving away from Kashfow. Renaing QUOTES to Proforma is Not a Solution!

There is very little bank details that can be stored as standing data within Kashflow, as a minimum we need to be able to put account number and sort-code. Additional information should really be SWIFT code and IBAN number, overdraft limit and ren...