All ideas

Improve reporting for Project Based Clients - System can currently print P&L for each individual project. However the system CANNOT print a summary Report to include the P&L of all projects on 1 report for specified date ranges.

Column B, which is includes the Account code and name, is left blank as it contains merged fields.Please add a title as it needs to be updated every single time manually.

At the moment the only way to send a pro-forma invoice for prepayment is to alter the quote template. This obviously isn't practical as we send both quotes & pro-formas on a daily basis.A separate template for both is needed.

Allow us to setup different email addresses for the various documents Kashflow can send, both from email and BCC email. For example, quotes should be sent from a sales@ address and BCC'd to sales@ and salesmanager@. Invoices should be sent from ac...

HMRC are now asking for iXBRL compatible files when submitting corporation tax. An automated link from Kashfow would be ideal, but suspect this is a bit more complicated than the VAT submission module, but the ability to export to iXBRL format wou...

It would be great if I could tick a box or add an invoice to a watch list which would email me a notification when it has been paid by card. At the moment I have to keep checking the invoices manually to see if they have been paid.

Prioritise page responsiveness and speed.Completely wasted a day waiting for this website to load up and function. No it's not my connection, yes I have cleared history and cache. Kashflow is impossibly slow which is shocking for UK 2025.

We really need to be able to look at the Profit and Loss account and Balance Sheet for a comparative period side by side with a current period.

We have customers that request for their statements to be sent in there home currency.

As you're aware, when transactions are imported from PayPal to KashFlow, they all show up as one item on transaction or Multiple items as one item. Would there be any fixes for this so the quantity ordered tallies with the quantity imported into Kf?