My Ideas

Great that the software is updated so that entries that are locked for VAT can now be amended on Partner/project and description, but why not category as well? Going over end of year, it is clear that some purchase items have been wrongly coded bu...

I have discovered that if you use the Comment line on the Purchases, this report will bring up the comment line and list it as 0% or N/A on this report. I use the comment line to differentiate between branches of our company. Therefore when I used...

The point of the Transactions page is to provide us with a snapshot of invoices and payments, rather like a Statement. Having the payments as separate entities is a useful addition to 'old' Kashflow. However, it's currently ordered by number, ...

I often list invoices overdue and want to review the invoice history of a customer before I send them reminders or call them direct. Clicking the customer name in the invoice list takes you to the Customer | Profile tab it would be better to recog...

The Batch Payment Function is useful, but could do with a few improvements that would make the solution much more efficient for users: 1. Allow more than 100 purchases per batch payment (200 or 300 would work much better for us as a business) ...

Rebecca - Easybook Training Jan 25, 12:04 GMT Good Morning, We have just gone over to the new kashflow system and I am having trouble when trying to do a batch payment. The old system used to load all the invoices unpaid I one go, the new system ...

I generally print out invoices when they are complete and send them by post. I would like to be able to mark which ones have been sent to avoid them not being forgotten - currently there is no way of telling from the software which invoices are co...

When logged in as a Sales user I can see there is access to the ‘Historic Sales & Expenditure’ report. The majority of this report is fine but it shows the ‘BANK TRANSACTIONS’ of which are not appropriate for our sales force to have visibility...

Since the recent Kashflow “upgrade” we can no longer print out reports showing outstanding creditors / debtors with breakdown by order and totals for the month. We have to print out 2 separate reports and because of the revised layout (Inv, date, ...

Following a recent update to the debtors and creditors reports I find that for the detailed reports - the subtotals for of each account and each time period no longer appear...this was a useful feature for us and we are looking to see it re-instat...