When I press enter on an email template, KashFlow creates a new paragraph rather than inserting a break. Also, KashFlow removes tags outside of paragraphs. Can you please alter this? Thanks!
A project number field to the rapidfile batch entry screen. Without it, if you are using projects then rapid file cannot be used at all
Rapidfire bookkeeping is great, and useful if you have large amounts of transaction to input - however, if you you are using projects, then you cant use rapid fire at all, which seems a huge waste to me
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about 8 years ago
in IRIS KashFlow
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I would find it incredibly helpful to see the invoice/purchase order description in the summary list when viewing a customer and/or supplier. Currently you can only see the amount, date, Inv no and status.It would also be great if there was a colu...
There is a need for more fields in bank. We need to be able to put tranaction reference (eg cheque/paying in number); name of payee; description on transaction and ideally two further codes. Example uses could be internal refernec number in filing...
To give a true P&L for each project it would be great to be able to associate PAYE or CIS to projects, this would give a better picture of each project profit
Add subtotals per subcontractor on the CIS Summary to make it easier when completing CIS return. The CIS summary report groups the details of individual items by subcontractor, but does not give a subtotal. Thereofre to complete the HMRC return yo...
- Ability to add a Prospect / Lead to a new 'CRM' section.- Set the customer status to Cold, Warm or Hot and set a potential conversion percentage- Once they are confirmed as ordering or submitting to a project, you can simply press a button to co...
Get the GoCardless link generated by kashflow, via API, or frontend, so you can send it in personal emails
When setting up gocardless kashflow sends an email to the customer with a GoCardlesss link that they must click on to register. The problem is that often you have the conversation with the client, so they expect an email from the company not kashf...
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