We have 2 client accounts for 1 client. This has happened because user didn't check if client had an account before adding as a client. For data cleansing and analysis, this is a bit of a pain, producing data that is lacking for the client. It wou...
Reduce width of Invoice so that it fits screen without scrolling or reducing font size
In old Kashflow once you had selected Sales and Product Codes they were no longer displayed on the invoice - now they take up too much space and you have to scroll to see the whole line to include the total price. We can't reduce the screen size a...
payments from Iris Pay should not take 3-5 days to get to me. I can accept payments over my website, which are handled by PayPal and I can get those in my account the same day
You can't access the VAT returns from the dashboard in the new design. If you go to taxes it only shows self-assessment so you have to click into reports or a page in the old format to get the old taxes tab back. The new design is not working and ...
When I'm doing my Banking Reconciliation I feel like a Military Sniper having to hit the extremely small selection boxes, could you make my life a lot more easier and make the boxes bigger so its more like hitting a Barn door with a Banjo.
Payroll Crosstab report - separate column for pension and health
At the moment our Health care contributions are included in the same column as the EE salary sacrifice pension contributions which makes it difficult to check the amounts easily.
Seamless customer management: Keep profiles open after updating, saving time and frustration when generating quotes
When I create a customer and hit the "update" button after inputting their details, their profile immediately disappears, which means I have to then search for the customer again to produce a quote. This is quite frustrating. Is it not possible to...
Streamline your quote creation process with pre-written templates that remember pricing for each line item
I often find myself copying and pasting duplicate quote items from notepads into Kashflow. Would it be possible to incorporate a feature for pre-written quote templates that remember the pricing for each line item?
Update all customer information pages at once before clicking "update details" button
Would it be possible, especially when creating a new customer, to input all information on Profile, Options & Other Info pages before clicking the "Update Details" button? At the moment, once you complete the customer details, you can't go to ...
The liability for VAT quarters just finished, for which returns are not yet done or paid, appears not to be included on the dashboard - only the amount for the current quarter. This can be a significant sum and should be included.