Help with exporting Clients to CSV without losing data!
The exported customer fields do not match the Kashflow> Customer > Profile fields in the exported Reports>Sales>Customer ALL CSV Exporting does not generate separate rows for Primary and Additional contacts for a company , with each co...
Automated 'thank you for your payment' once accounts reconciled.
Customers have up to date confirmation of payment and we would not have to manually send a remittance advice per individual customer - I am currently having to send 100 individual emails.
We have a vat rate of 13.5% on some items and we bulk import our invoices to kashflow on a daily basis when this rate is used the invoice will read 0.14 although the actual vat figure is correct the rate being displayed is incorrect 3 decimal plac...
Rolling over unused invoices on the basic package.
I have two accounts for different businesses. One account is used several times a week and I have a bigger package. One is used less regularly and is limited to 10 invoices a month. I tried catching up with paperwork the other day but used my 10 i...
It seems a bit odd to enter all your products and use them when creating invoices and then they won't actually appear on the invoice itself. Meaning you have to then type what the products are into the narrative and therefore duplicating work. Is ...
Please can journals entered within a date range of a vat return that has already been submitted be brought forward to the next vat return.
All other transactions entered after a vat return has been submitted but within the vat return date range are brought forward so it make sense that journals (especially vat journals!) entered are brought forward too. It is only by accident that I ...
MTD VAT Ability to file as agent through connect or by Client themselves
We have been told that if the client signs up for MTD under their HMRC login we are then not able to submit vat returns on their behalf when logging into their software through connect.
The other cloud software available does not seem to have this...