At present the only report available is a global report based on active or completed projects. It also shows inc VAT info only - which is very strange. It would make the system much more manageable if a selection criteria was included based upon a...
Would it be possible to add adaptability to the discounting feature in the invoice module? for example I might want to discount on a per line item basis or on a per invoice basis whereas at present I can only change the customers discount globally...
There should be a VAT tab at the left hand side as a function to view previous submitted returns rather than having to go through VAT settings> Save VAT . It seems rather hidden!
Also, Kashflow should have a setting whereby the accountants rec...
Can we have a button to enable batch payments to be made/linked direct from the supplier page rather than having to go out of the supplier record and into purchases.
Can we make it a priority to get the converter to work with the latest version of Sage. I have had to turn down a lot of companies recently because they run the latest version of Sage and really want to bring over all their data to Kashflow.
Select fields to display in invoice and quotes lists, like a being able to add project ref as a field
this would allow someone to use the listings based on the information the use in their business, for example our filing and reference system is based on client name and project ref being able to see these fields on screen at a glance would help. A...
The ability to view old emails that have been sent via Kashflow
It would be extremely useful to be able to view old emails that have been sent via Kashflow - both the attachments (statement / invoices etc,) and the text in the body of the email. As we often personalise the text in the email it's useful to be a...
For copy invoice/purchase function - default to invoice/purchase
1. Is there anyway to set a default when you copy items ie for purchase invoice, default copy to a purchase invoice. When I select copy I get a list of options and can often choose the incorrect 'invoice' instead of 'purchase', meaning I have seve...
If an error occurs in say November, after deleting a transaction then ALL the following reconciliations need to be deleted & reworked!! Why cant you just amend the relevant month?
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