There is only an option to export 'customers' which only includes the first named contact. There needs to be an option to export the contacts along with customers too.
When putting in something to search, if I'm not logged on, Kashflow goes to the logon screen but then loses the search parameter. Could the search parameter be carried through with log in please? It's quite normal on most apps / websites.
I find that the biggest thing that lets Kashflow down is its inability to link with other useful platforms. An integration with Woo Commerce would make life a lot easier.
A s an IT contractor, I submit invoices every four weeks with a line item of the invoice for each week e.g. consultancy for week ending 02/02/24 Can you add in %d as a subsitution character which is replaced with the date the invoice is created, i...
It would be useful, as with Sage and Quickbooks, to be able to manipulate the invoice template with our own designs so we can add or delete fields as required
The Co-operative bank are implementing open access banking. Competing software packages already offer open banking with the Co-operative bank. Register with the Co-op bank so KashFlow can be included. Site link is https://www.co-operativebank.co.u...
As far as I can tell we are not supposed to keep data for longer than is necessary to comply with GDPR but Kashflow does not offer any way to switch on archiving of data over 7 years old. Removing this old data would also improve performance and w...
Please can you add a border option that includes Suppliers who are non-VAT registered. I always 0% these suppliers but I feel Kashflow would see This supplier as VAT registered / based in home country as it is automatically ticked. Which gives the...
Currently only 1 bank account per bank can be linked using the Open Banking bank feed. This is highly inefficient when a client has 2 (or more) bank accounts with the same Bank (in my case - Lloyds) and regularly uses both. It would save having to...
Or at least make it an option. Our customes are all UK based, so to put 'United Kingdom' at the end of the address line looks ridiculous and makes it difficult to fit into a window envelope. At best, give customers a default option.
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