Please could you add that if sending an invoice or a statement of account it picks up the accounts email address as selected in other information as an automatic feature.
Currently I have to in my primary contact details put in the accounts email address. This is inconvenient because if I need to contact my primary contact I have to remember to change the email details before I send and often I have sent an email t...
Margin Scheme VAT - 2nd hand goods, accounting desperately needed
Hi, As the making tax digital deadline is approaching the need to have Margin Scheme VAT functionality is becoming critical for those of us who trade 2nd hand goods. At present I move Margin Scheme invoices to 0% VAT and then manually calculate th...
I am receiving purchase order numbers from customers after the invoices have been generated. The new lock function is not permitting me to add the PO's on invoices which have been filed on a VAT return. The sum will not be altered just the order n...
The Industry sector option are too broad and not very relevant for some businesses - need to add more options or at least have 'Other'. Some client's don't want to select an option as it doesn't really make sense for their business.
Email Kashflow Monthly Invoices to a Separate email
It would be great to be able set Kashflow invoices to email direct to a second email (say accountant or book-keeper). This is for the invoices for paying for Kashflow itself
I have a Client who has requested a project report that can be downloaded into a spreadsheet to show all invoices assigned to a certain project. At present the only way to get these details is to go into every supplier individually.
Having a date invoice paid column to both purchase and invoice overview pages
Hi is there a way of seeing at a glance when both sales and purchase invoices have been paid? ie a column in addition to 'date' and 'due date'. i'm doing my end of year accounts and it would be really helpful when I come to doing the 'who owes us ...
Re: https://www.kashflow.com/support/kb/pdf-themes/
When adding a new theme (+ add new theme) and selecting a template (classic or clean), the new theme created doesn't have the same options as the template. For example in the “basics” tab, the t...
Have a main customer set up and be able to add sub-customers under the main customer, so that customers that are part of a group but make one payment, all the invoices that relate to this group can we seen together.
We as a business recognise our products by their part number, so by having a field to put the part number before the description would be very helpful. We do not want to put the part number in with the description as they are different things. Mos...
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