When importing from paypal, if you import several payments in and then go to the transfers tab, try importing those and the screen refreshes as though it has imported. However, the transactions remain on screen awaiting import. Do it a second time...
Often a supplier will request date of payment. It would be more professional and very useful to send the date through Kashflow or print and send as an attachment to advise when the payment would reach them which then hopefully reduces further corr...
There should be a function on the bank import screen to bulk ignore transactions. When re-connecting the bank and Kashflow brings in ALL the transactions again, you have to ignore those included in Kashflow already one at a time, which is extremel...
When re-connecting the bank, Kashflow brings in all the bank transactions again, creating duplicates. Why can't it recognise which transactions have been already imported into Kashflow and automatically ignore those?
Why do our preferences keep getting changed?We need to see at least 100 purchase invoices and at least 365 days of invoices. Every time we log in the default is 10 purchase invoices and 90 days invoices. We need to see all customer history without...
FLAG/WARNING/HIGHLIGHT for customers/suppliers on hold
There are times when I forget that a customer or supplier should not be sent a statement. It would be incredibly useful to be able to flag/highlight to indicate on hold.
This was a function available in the old system. It is still available when emailing invoices as they are still in the old system. It was critical to our business as we insert links to products which are in the quotes. You can now only insert a 'p...
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