Provide a management accounts report in the standard Kashflow
In Kashflow there is not a management accounts report. In Kashflow Connect there is a good Management accounts report (our accountant provided it) but we need that kind of report within Kashflow for reporting the business.
Entering months of receipts is laborious and going in to a pop-up window to enter the payment details adds A LOT of time when entering 300 receipts. A lot of purchases are paid on the same date as invoice (petty cash, company debit card, etc). I w...
Quote category to be displayed within the customers account along with total quoted and won.
Hi, Within the quotes page you can see the list of all quotes created along with a selected category, draft, sent, won etc, can you add the option of seeing this within a customers account, at the moment you can see the quotes created for that spe...
It turns out that the 'Card Payment' Button does not appear on the iPhone when using Kashflow in the browser. I was at a customers house the other day who wanted to pay by credit card while I was there. It turns out that the 'take payment' button ...
I am setting up a recurring invoice. At present I need to set an invoice to send to myself, and wait until tomorrow to see if the email is sending correctly. It would be good if there was either a "Send now", "Send preview" or "View preview" butto...
Although we can ignore imported transactions at the moment, we can't set up a matching rule to mark some as ignore automatically. This would be really useful, especially when we're transferring between different bank accounts and the transfers sho...
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