My Ideas

Some sort of notification when a customer reaches their credit limit would greatly improve the system. When accepting new orders this could be checked quickly.

Could a quote number be referenced when a Quote is converted into an Invoice. It is useful for us to know which quote (saved as a pdf locally) relates to a new invoice, as obviously it gets deleted from KashFlow when converted…

Please make the whole of KashFlow read only for the client so that they cannot mess up their accounts There should be a tickbox in KashFlow Connect that makes the client's KashFlow totally read only for the client.

To allow users to filter ideas & developments relating to your GP - specific products

Allow corrections / adjustments to NHS pensions contributions on the payroll which then carry through to populate section B2 on the GP1 monthly report

From the dashboard clicking on the income from source graph and then one of the pie sections gives a list of invoices. At the moment the two links whether it be the invoice number or customer name both go to the customers invoice. It would be use...

Please can I suggest that you add the functionality to batch print purchases? This function is available for sales invoices, whereby one can select multiple invoices and then download them all as a single pdf and print them as one document. Howeve...

I would like to use the aged creditor report to pay invoices but as it rounds the outstanding amounts this is not possible

Quite simply - if we don't have a purchase order on an invoice, we don't get paid. My biggest killer of cashflow is when I've sent an invoice, it doesn't get paid, and when I chase it's because I forgot the PO. Often, you can't just re-submit t...

As we are new to Kashflow and had already set up a pension with The People's Pension we have to still use this Unique Identifier which was generated by our previous payroll supplier.