It would be helpful to add an additional column on the nominal report to reflect the project number the item relates to. This can then be really beneficial for analysis purposes. Being able to identify what projects the costs relate to each month
Purchase order and purchase invoices to have the same number
A purchase order gets sent to the supplier, the supplier responds with the invoice with the PO number on it. To match the payment through banking, the PO needs to be converted to a purchase invoice. When that happpens the purchase invoice number c...
Option to automatically allocate VAT component to a reserve bank account when payments are received
Cashflow planning could be made much easier by taking the VAT out of the equation. When a payment is received for an invoice, Kashflow could automatically transfer the VAT amount of the received payment to a designated reserve bank account so that...
import unmatched transactions into suspense account
All bank transactions have to be imported so why not get them in place with one upload? missing purchase orders can then be set up. Match does not appear to know about repeat purchases either
New add bank transaction is slower and less intuitive than the old version. Boxes don't highlight when tabbing in and search function is not intuitive you should be able to search and then press enter to select, also default VAT setting would be u...
With auto credit control emails, rather than opting out certain individual invoices month after month, it would be beneficial if we could opt out certain clients who pay us by direct debit. Because their payments are collected at various points th...
At the moment, when importing PayPal transactions you can create new invoices or assign payments received to existing invoices. However, when dealing with payments made by PayPal you can ONLY create new purchase invoices. You need to be able to as...
Fix the broken Bank Reconciliation resulting from the new UI implementation
The new UI for bank reconciliation had resulted in the process taking twice as long as under the old UI The old UI would automatically save the items markd as reconcilled so I could return later and continue. The new UI requires I manually save wh...
Where a client is registered for flat rate VAT, rather than provide a standard TB, provide one that actually gives the figures that go into the accounts without having to jump through hoops to derive gross turnover etc.
My issue relates to bank feed transactions that need to be allocated to a customer account WITHOUT creating a sales invoice. A lot of my clients pay me by standing order so they get posted to their account as received as “advance payments on accou...
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