Please look into an integration with Eposnow - they are one of the UK's leading cloud based epos providers and a simple system that imports end of day banking data would be excellent solution to a very long winded way of having to do things now.
Alison Deverill
Jul 10, 14:49 BST
I have set up individual users for KashFlow and would like to create an access for our project managers which is Sales but, with access to Projects.Being a small design company - the Project Managers also create...
I need to be able to run a report which shows the number of units invoiced under a particular nominal code for a specific date range. I feel this would be useful for all users because it would allow a company such as ours who invoice for hours wor...
Able to type in the email when sending multiple invoices
When choosing all the invoices to be emailed to a customer at the end of the month, it would be useful to be able to enter text in the body of the email before it is sent.
Including number of days on the detailed debtors report
Some factoring companies stipulate that the aged debtors breakdown includes the number of days. If it is too onerous to export to Excel and add a column, a business may choose to move across to another software provider such as Sage or Xero.
Journal templates are a useful shorthand for entering multi account entries, a prime example being paying your tax liabilities (Income tax & NI) each month. The problem is the values change from time to time (typically each tax year) meaning y...
When assigning transactions to either invoices or purchases using a transaction report, it would be extremely useful to filter on the "Code" so that you do not have to scroll through the report to find e.g. every entry with the "Code" of "Subcontr...
The process of applying a credit note is backwards! You should re code the system to say credit note applied not applying credit applying credit is suggestive not as final as credit note applied - some companies will reject this
Example here to use:
We have a customer that makes multiple small purchases, we invoice for each purchase but he doesn't pay until all of the invoices amount to £50. Similar to a monthly statement, except that £50 could be reached in a week or 7 ...
When setting up a new chart of accounts in KashFlow Connect, You can't re-code the bank accounts by default. This means every time you create a new client you have to go to "Bank" and edit the code, for every account.
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