If the company grows and choose to move onto different software read only access to the kashflow account would be incredibly useful for the year end accounts and if any questions crop up in the future.
Add 'Last Quarter' button to bank transaction view
As a small business owner I'm always doing my vat return during the month after the end of the quarter. Therefore I thought it would be useful to have a button when viewing my bank account transactions that is for 'last quarter' - there's a button...
Show Custom Customer Fields on the main Customer Profile tab
Would it be possible for you to move / show the Custom Customer Fields (https://app.kashflow.com/customer_customFields.asp?custid=-1) on to the main profile page, once they have been defined?
For example, if I create a custom field called "Company...
QBO, Freeagent and Xero are all integrated with Accountancy Manage and Senta now. KashFlow is not which is a gap in your offering. Please integrate with Senta as a priority!
Hi there,
I was looking for a way to download customer data for those customers who have quotes. When we finish a job we turn the quote into an invoice so the quote disappears from the list of quotes.
It would be good to be able to download custo...
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