From time to time it is necessary to add extra information to an individual email (Invoice or Statement) however one cannot recall the information, once it has been sent. A tick box to automatically add the extra detail to Notes would save me havi...
Display separate billing and delivery addresses on invoices
Professional looking invoices and packing slips should be a high priority for any business, the current method involves some coding which isn't ideal for many users and ultimately still has issues which Kashflow support have been unable to resolve...
Seamless customer management: Keep profiles open after updating, saving time and frustration when generating quotes
When I create a customer and hit the "update" button after inputting their details, their profile immediately disappears, which means I have to then search for the customer again to produce a quote. This is quite frustrating. Is it not possible to...
Streamline your quote creation process with pre-written templates that remember pricing for each line item
I often find myself copying and pasting duplicate quote items from notepads into Kashflow. Would it be possible to incorporate a feature for pre-written quote templates that remember the pricing for each line item?
Update all customer information pages at once before clicking "update details" button
Would it be possible, especially when creating a new customer, to input all information on Profile, Options & Other Info pages before clicking the "Update Details" button? At the moment, once you complete the customer details, you can't go to ...
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...
The liability for VAT quarters just finished, for which returns are not yet done or paid, appears not to be included on the dashboard - only the amount for the current quarter. This can be a significant sum and should be included.
inventory control app with bar code / qr code scanner
As our business is eveloving I am realising that having an inventory control app is becoming essemntial. But I need this to be able to link directly to invoices and PO's. Very suprissed that Kashflow is not already onbord with this as it appears o...