Could we have the feature of aged amounts on the debtors statements, showing the customer a breakdown of their overdue invoices ie. 30, 60 90 days etc. please
After recent software update, adding an invoice within a supplier adds it by default to the wrong supplier
After a recent upgrade, when I'm in a supplier record and click on "Create New" - instead of creating a new invoice within this supplier it defaults to the first supplier on the list. This has resulted in many invoices being posted to the incorrec...
Update all customer information pages at once before clicking "update details" button
Would it be possible, especially when creating a new customer, to input all information on Profile, Options & Other Info pages before clicking the "Update Details" button? At the moment, once you complete the customer details, you can't go to ...
Mettle is a subsidiary of NatWest bank that focuses on providing digital banking needs for sole traders and small businesses. They currently have over 130k customers, but KashFlow hasn't signed up with Mettle as a TPP (Third Party Provider) so Met...
The liability for VAT quarters just finished, for which returns are not yet done or paid, appears not to be included on the dashboard - only the amount for the current quarter. This can be a significant sum and should be included.
Attached are 2 screenshots showing an invoice being edited in the original interface and the same invoice in the new design. The original is very usable design with appropriate spacing for numerical values and description In the new style screen -...
Hi, Is it possible to put a customers account on hold?, for example if they haven't paid, you can tick a checkbox or something to lock account/ bring up a message saying account on hold, so no more invoices can be raised until we unlock / untick c...
Lots of businesses have more than one bank account for their business and it would be useful to be able to link these up to the accounts within Kashflow on the bank feed.
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