Ability for the search on KashFlow to pull information from the notes field on clients/customers etc
The 'Search' function searches all your KashFlow details including customers, invoices, suppliers, receipts and any external references such as purchase order numbers or customer reference numbers. You can also type in an amount here; invoices or ...
I regularly need to process expense claims, e.g. for company purchases made by employees that require reimbursement, travel expense claims, etc. This involves posting journals involving expense accounts and separate employee debtor/creditor contro...
Can we have a bank account icon for Amazon, please? As we have to keep track of Amazon sales & fees via a bank account in KF it would be nice to have the icon to match. Currently we use the orange pound sign as the icon. It's not a big deal, b...
Would be useful to be able to delete a complete audit trail without deleting customer and supplier records. On Sage this is possible and some circumstances require you to start again
Kashflow I believe could enhance their service by offering two platforms of the product. The first as is now, is great for 'Sales' orientated business's, but not that user friendly for 'SERVICE' Industries and Business's as they have different nee...
I have 2 separate accounts and use the Switch Account function which works very well, the only poroblem is its easy to mistake which account I'm in when flipping from one to another.Can we have a way to change the color scheme or add a logo or som...
A remote support facility through KashFlow Connect
I recently used a remote support application to assist a client with the matching of some bank transactions on their KashFlow account. This made easy work of what can prove frustrating when you (the accountant) cannot see what 'clicks' the client ...