I think it would be beneficial if it were possible to archive multiple accounting codes. I am needing to change many of our accounting codes, and it is really slow to have to click into each code and archive each one individually.
please could we have a multiple month profit and loss/balance sheet
a multiple month profit and loss would be so useful and save us so much time. clients want to be able to compare month on month, this is vital for monitoring costs/sales etc. this would save so much time, as it stand we have to populate our own sp...
I do a lot of batch payments of receipts for sales. Each time I have to go back in through the menu and reset the number of items on the page to 100 (this should be retained) and all of this before I can make a second batch payment. As far as I ca...
Send bulk emails to customers from within Kashflow
We are finding it time consuming having to click on individual customers to send a group notification eg a price increase etc. Being able to select all or a large selection of customers at once, then send one email to them would save us so much ti...
Expand the ability of Projects so we can add Individual budgets/targets by nominal codes
Please can you add the facility to enter budgets by the projects nominal codes, an overall figure doesn't give us the detail we need to see if we are under or overspending on a nominal code. For Example budget for roof materials and labour, separa...
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.
This is a facility offered by many other providers as a basic feature. The only way of adding it to Kashflow is by paying through a 3rd party making it too costly. This will save alot of time entering purchase invoice details and saves having to k...