All ideas

Incoming Purchase invoices sometimes only come with total before sales tax showing on each individual line and grand total at the end. So there fore to to check each line is correct the Vat amount has to be set to 0% on each line. It would be grea...

We had two identical invoices to the same customer over a two month period and the customers payment came in just after the second invoice was created. The payment was applied to the newer invoice. Support have told me that the matching rule isn't...

We require a lot of detail in the supplier reference column and the supplier column could be narrower. Is it possible to widen the view of the supplier reference column and narrow the supplier column so we can view all details. Adjustable width co...

In the invoices module a print to pdf button appears when you tick box an invoice or multiple invoices, therefore allowing you to print out multiple invoices at the same time - it would be great if you could do exactly the same in the quotations m...

I regularly prepare quotes with a number of items listed for different elements of work I will be doing on a project. Many of my projects last many months and are therefore invoiced monthly. I currently convert the relevant quote to an invoice and...

In the bank transactions section where you can view or add a transaction, in the 'view' section you can swap the in and out columns - this is a great idea as some bank statements may have these in either order - so far so good, but when you input ...

Action; Integrate "Payit" (the open banking / natwest facility) into Kashflow. This will give Kashflow an active advantage over most of your competitors and improve the functionality and service you provide to your users.

I would like to have the facility to use negative discounts. For most of my customers I supply the same service for which I set at a base line cost price. Depending on factors such as distance and difficulty the customers actual price might either...

I have a regular recurring payment which I set up as per the KB article - https://www.kashflow.com/support/kb/repeat-purchases/ Although the purchase is dated (per the supplier invoice) on the 18th of every month, the payment is only made (by d...