First off which you can currently do - download all customer information in to csv. The new process I am then suggesting is that: When you need to update en mass, you can change within the CSV file all the details including customer setting like s...
You can't access the VAT returns from the dashboard in the new design. If you go to taxes it only shows self-assessment so you have to click into reports or a page in the old format to get the old taxes tab back. The new design is not working and ...
Courier Exchange is the UK largest online courier load software. It Integrates with Xero, Sage and Quckbooks. It would be good if it could also integrate with Kashflow.
Deselect Online payment element for printed invoices
I use Irispay as a default for emailing invoice templates, however occasionally have to print invoices, so the Online payment 'Button' is redundant and confusing. It would be useful to be able to deselect this entirely on those instances
I think it would be a good idea on purchase invoice's when its paid, it can be marked with a PAID stamp so I can email the purchase invoice to the supplier, as some suppliers are wanting the details within the purchase and not just a remittance wh...
At the moment we have to go into each product individually to update pricing on over 500 products. I'd like the ability to view and edit the pricing and description on products from one page and the ability to bulk update.
Default Time Period for transactions on the customer screen
There should be a way to change the default “Time Period” on the Transactions screen of the Customer Details page - or at least default it to something more sensible. I regularly go in there to find the last invoice we sent to a customer. But beca...
SETTING TRANSACTION DATES IN SALES AND PURCHASE ACCOUNTS
In the new version of Kashflow, the date in customer and supplier accounts defaults back to 01/01/2024 meaning no previous transactions can be seen. Not helpful when we're only on 04/01/2024! It would be helpful if I could set the default date mys...