Reports

It is now a legal requirment for jointly owned property accounts to report under the MTD ITSA regulations. KashFlow can currently only report for sole trader accounts. Given that the joint property filing is now a legal requirement, I would expect...

Can it be developed so that recurring invoices can be "deactivated" or "activated" to be sent as a bulk action? In my scenario, I have over 200 recurring invoices which need to be switched off from automatically sending to clients. Currently this ...

I want to apply a discount to each line separately on a quote and have this show on the quote / invoice

Column B, which is includes the Account code and name, is left blank as it contains merged fields.Please add a title as it needs to be updated every single time manually.

It would be extremely useful to extract all purchase invoices from a Project so that they can be analysed more easily, either via .CSV or excel spreadsheet.

When purchasing in a foreign currency, usually USD/EUR for us, we pay a fixed USD/EUR amount, then add a payment in GBP. In all cases, the purchase price and the payment amount are the fixed entities. It's the exchange rate that fluctuates. Whilst...

Some customers are in an umbrella org and pay BACS for multiple invoices together or a customer's partner pays BACS under a different name. So, my accountant is left confused and those payments are sitting in 'Unreconciled Transactions'. We need a...

I need to use the same product code but sell it at different prices depending on the customer. Kashflow makes me create separate product entries for each price, which then duplicates the stock. I need everything to link back to one stock item with...

There is no report that allows you to review split purchase invoices (i.e. invoices with multiple line entries with different nominal codes) . We need a report that shows each line items date, details, amount, nominal code and VAT rate.

Some of our customers need weekly or bi-weekly statements and these have to be done manually, as the current system only allows to schedule 1 statement per month