All ideas

A P&L report has many uses e.g. send to prospective buyers, proof of income for lending etc. I would like to have a report that does not include our client names. On many occassions I would like this to be kept confidential.

when Ive sent a couple of invoices companies say they havent received them. So where at the bottom of invoice you can check its been sent on what date a time stamp would be helpful. Also would be nice if you could set up an email receipt back to m...

When you raise a sales or purchase you can save and click straight on the create button on the same page to create a new one. However, when making a transfer on the bank accounts page or creating an expense you save and then the box disappears so ...

I have been informed that to back up the data, you need to go to Sage Export and download the four CSV files. The reason for needing to back up the data in my scenario is that the client (I work at an Accountancy firm) is moving away from Kashflo...

As new user of Kashflow and an accountant encouraging clients to use it, being able to do manual regular backups is essential. A back up before running a year end, or VAT reconciliation, or before making adjustments so that should something go wro...

This refers to the payment sequence when taking card details, in practice you always take, 1; Card Number 2; Expiry Date, 3; security Number, Please refer to your existing page This is how everybody gives information, by phone, this all adds to ...

POSTCODE RECOGNITION, is highly important to most users of card payment over the phone, this would naturally give an autofill facility overcoming a huge amount of time and sometimes frustration with Customers, particularly if not fluent English sp...

The option to range a logo left, centre or range right on a pdf template only exists on the classic theme. It should be available on any new theme so users can customise their invoices etc. After all, that's the customer-facing document.

We use project numbers on everything we do including; quotes, invoices, purchase orders etc. There should be a field when printing Purchase Orders that shows the project number.