Being able to download reports from the system when moving to another software package (because Kashflow is no longer adequate)
Our client has been unable to download transactions assigned to a project.
Instead, our client has to pay £15+VAT ...
I think it would be good if you could email clients directly within the software to avoid going to third party applications. Almost like having the ability to have a conversation within the platform
I would like a feature so overdue invoices are sent out automatically after 30 days or whatever timescale I set. And then to automatically send it the final demands etc.
Connect Kashflow Payroll directly to Pension Provider
I have recently undertaken a new employment using Kashflow Payroll, and the accountant before me was manually entering all pension information from Kashflow on to Nest. There has to be an easier way to upload information to our pension provider th...
Warning if more than one person accessing the account
Would it be possible to have some sort of warning if another user is logged onto Kashflow? For example, if a client making changes whilst the accountant is logged in?
Bank Import - Match against Partially Paid Invoices
I had a problem when I made one payment from my bank account against two invoices - one invoice was already partially paid. Whe match routine ONLY shows the total amount of each invoice you can assign the payments to - so you need to know how much...
Rich Mellor
about 6 years ago
in IRIS KashFlow / Bank
0
Acknowledged
On kashflow you used to be able to export customers details as vcards and i have been informed via support that this feature has been removed as it was not very popular. I would like it to be reinstated as it is very useful feature.
Paypal transactions can be imported fine, with the fees. But we can't find out how much they all add up to with a Report. They get assigned a bank code so it should be quite straightforward, all the best Ash
Hi guys,
Is there any way to change the order of Rate, Total and VAT on both, quotes and invoices?
Each time I send an invoice it shows the Rate, Totals and VAT last, which is a bit strange to see the totals before the VAT.
Can you change it to...
0
New
0
Acknowledged
