Ability to add line totals inclusive of VAT in mass import
Improve the template upload facility so that you can upload line totals INCLUSIVE of VAT. At the moment one can only mass import totals net of VAT and then nominate a VAT amount to be added. This is quite and issue for many businesses like mine th...
Ability to assign a project number to a nominal code so that all transactions in that code are treated as part of that project
We need to account for income/expenditure against grants provided to our charity and use projects for that purpose. Some incomes e.g. payments for after school coaching courses are assigned to one nominal heading. It would be useful to be able to ...
Ability for the search on KashFlow to pull information from the notes field on clients/customers etc
The 'Search' function searches all your KashFlow details including customers, invoices, suppliers, receipts and any external references such as purchase order numbers or customer reference numbers. You can also type in an amount here; invoices or ...
I would like an option to view only unpaid invoices, in the order of my choice, whether alphabetical, oldest first, etc. At present all invoices are in view and do not appear to be archived after being marked as paid?
I regularly need to process expense claims, e.g. for company purchases made by employees that require reimbursement, travel expense claims, etc. This involves posting journals involving expense accounts and separate employee debtor/creditor contro...
An acceptance section to the quote template for customers to sign directly.
It would be helpful to add an acceptance section to the quote template for customers to sign directly. A section for information in relation to company Terms and Conditions should also be available to customise quote template. Quotes can then be i...
When importing transactions from the company credit card account, there is no option of editing the description. Could you please allow such editing of the description, because it allows us to track expenditure against a specific project.