I would be useful to have an out box for invoices ect sent via email. I often add notes or an email with the invoice but these are not saved anywhere so it would be helpful if they could be save to refer back to.
We recently left WorldPay as we found their fees kept creeping up without notice. We have since joined Payment Sense, which is a fast growing card payment provider so I was surprised to see KashFlow doesn't yet have integration. It would be great ...
It would be good to have in “additional users” a view only permission so employees can only view and not either raise sales, purchases or edit, thus eliminate the possibility of staff deleting/editing transactions.
Security question before leaving the matched bank feed
Would be great if a pop up question like "Are you sure you want to live this page?" would come up on the bank feed matching tab, as it's very easy to leave the page without saving your work on the bank feed tab. I clicked on supplier or searched i...
Different primary email addresses for invoicing/statements
Within the customer area it would be useful to be able to record an email address for invoicing and a separate email address for sending statements which automatically inserts into the email template. Currently, i can only record one primary email...
Add ability to enable or disable automatic credit control on repeat invoices
I use repeat invoices a lot, many which are collected by direct debit. As such, I would like the ability to disable automatic credit control for these invoices so these clients are not irritated by the automatic credit control emails which are sen...
Create a link to send to customer to set up DD mandate
For some clients, they respond better to SMS or messages via WhatsApp and FB Messenger, so being able to send a link to them in order for for them to set up a DD mandate would be quicker for them and service providers.
With my job I sometimes have to do multi drop deliveries from start point. On the the mileage page, it only gives you the option of a start and end point. Can you not customise it so I can put more stops on there?
Let's us know if client has received/read the email. Helpful when emails are going to a clients Junk email and they just delete their junk without reading it.
Please make accidentally deleted invoices retrievable. Storage capacity as reason for not implementing this option should not be a problem because invoices are not meant to be deleted, hence, not a reality in practice. HMRC does not allow for invo...