Make it possible to enable the API settings on all clients from the main dashboard rather than having to go into each client individually to enable the API settings
Quicker for any agent using Kashflow for multiple clients.
a little bit off dumb and dumber one sorry. Would it be at all possible to move the delete tab to the left of the page. Whats happened whilst going to print item pressed on delete and then carried on with delete instructions and totally messed up by deleting invoices. Always happens when in a rush and getting distracted. Just an idea
I would like to be able to print a trail balance at the start of the year that shows only the opening balances. At the moment I have been advised that if there are transactions on the first day of trade that these will also be included in this rep...
A way to have a more specific downloadable info into excel - based on data fields eg overdue date/amount
To download overdue invoices from Kashflow into an excel spreadsheet I would like to do this for a specific date range and possible for amounts over £1000 for example. At the moment this only seems possible for into a PDF.
Invoicing for a stock item (box of sweets) from a number of stock components (100 sweets + a box) updates stock of all items
It would be a useful feature for us to be able to make up a boxed product from stock items - so when invoicing for a box of sweets which contains 100 sweets in stock, one selects box of sweets from products and the software takes 100 sweets and a ...
Ability to print multiple invoices according to specific criteria
I would find it useful to be able to print all unpaid/outstanding invoices as I then attach them to my magazines when I post out advertiser copies. Now I have to print them one by one.
Is there a way to set the program date in Kashflow? For example today is 3rd June 2021, but my month end entries need to be set to latest 31st May 2021. It means I have to manually change the date back a month and then to 31st for EVERY transactio...
When calculating VAT on the standard scheme, is it possible to ignore the VAT element on entertainment?
As you are not allowed to reclaim VAT when entertaining clients
The search functionality is excellent. However, it would be nice to narrow it down sometimes with filter options around dates, invoice amount, and other parameters.