Reports should list transactions even if the total value is netted to zero
The Project P&L report does not list transactions when the total value is netted to zero. No report should NOT display anything if the total value netts to zero - you need to see the detail so you know it is correct.
Would be good if we could have an outbox where we can see messages (invoices, direct debit mandates etc) that have been sent out. For direct debits, this would also allow us to sent a link in normal company email as an alternative.
It would be hugely useful and perhaps for an online solution serious about challenging Xero etc to be able to load a monthly budget so KF can reprort actual against budget on a monthly basis
When you hit a curtain number of suppliers the auto lookup feature changes - apparently for speed?!
Issue - When you have X number of suppliers recorded and active (over 2.5 pages) the look up feature changes apparently to make things easier an...
Please can the URL for The Co-Operative Bank feed can be updated from the existing URL on KashFlow [http://www.co-operativebank.co.uk/], clicking on which currently gives rise to a 'The site id is not found' error message. To the URL for The Co-op...
can you add a feature where I can create an 'Application for Payment' as well as invoices and quotes?
This is very useful for the construction industry where for VAT purposes we have to send an 'App for Payment' to the client first and then once payments are received into our bank we then have to send the invoice.
I've just finished a call with an ex customer who complained that the only reason he didn't go ahead with KashFlow was because it lacks integration with ConnectWise.
If we are able to add this integration, there would be many more clients who woul...
Reassign bank codes for multiple transactions at once
If you want to reassign the bank codes of multiple transactions, you have to click in to each transaction and change the code one at a time. It would be useful to be able to select multiple transactions and change their bank codes from one screen.
There is no SALES REP option at the moment - only the SOURCES (which are not the same)
Imagine that a client is picked up by an advertising campaign (the SOURCE) and you then have several sales reps who can sell services to her, from different dep...