My Ideas

It would be useful if you could filter invoices by month. How many invoices and the values of invoice for the month of February did I send? How many invoices and the values of invoices are due for payment in the month of February? for example

It would be useful to have to option to produce a statement that can be sent to a customer that shows an aging of invoices/credits as an analysis at the bottom of the statement i.e. those invoices that are less than 30 days old, 30-60 days 60-90 d...

It would be great if payments for due invoices were automatically collected on a set date agreed with the customer, currently I have to go to each customer individually and process the direct debit payment which is very time consuming.

After having closed the payroll, I realised this month that I had marked the wrong employee as a leaver. This can be easily done if you are toggling between different modules in Kashflow and do not check you are inputting the information in the co...

With the current climate more and more customers are requesting monthly payments. We are a plumbing and heating company and can fully appreciate some of our invoices might be too much for a customer to pay in a month, Offering Klana payments would...

When creating a new customer there is no option to select them as non-VAT registered. About 99% of our customers are not registered for VAT therefore we would like to reflect this in Kashflow.

Previously on the old system, there was an arrow to click which enabled the dates to all match the invoice date - now we have to change the date in 3 places adding time to creating a receipt. Can this arrow be re-added please? Thanks

Beneficial to be able to adjust at least the column widths when looking at the list of quotes and sales invoices

Would be handy to be able to archive previous tax year purchase invoices and customer invoices so when starting a new tax year only that is visible