Ability to clear accounts where advance payments net off against each other
If you have posted cash on account, which nets to zero, unless you have an unpaid invoice on the account there is no way of clearing off the transactions.
This is especially troublesome if the bank has been reconsiled and or VAT submitted.
The...
As a user based in the Irish Republic I have different vat periods and treatment of purchases. I do not rely on the report for purchase calculation, but must mark the return as submitted to create RTD details. This updates the nominal ledger. My r...
We need more flexibility to drill down into data easily and quickly from within the application. My accountant needs more flexibility in reporting within the nominal ledger but this isn’t possible. Whilst it’s possible to add an extra field to cus...
We operate, in effect, a cash accounting VAT system in that all transactions are only recorded in the bank accounts. It would be helpful to be able to access these transactions and thus avoid potential errors occurring where VAT has inadvertently ...
Please could you add an Out or Sent box for invoices sent by email. Rather than just the Log that tells me it has been sent. It would be extremely helpful to look back at the email as I often add prices and additional info on the email itself, but...
Option to exclude archived accounts in the dashboard
When an account has been reconciled with zero balance and the account closed, I can archive it in Kashflow. I really don't need to see those accounts and zero balances in the dashboard.
Customer statement current/30/60/ 90 plus days breakdown
On our old system, when sending customer statement we had the option of a current/30/60/90plus days or current / 1 month / 2 month 3 months plus at the bottom of the statement. ( no due date).
This is helpful to both customers & ourselves.
I have customers who would like to link there accounts but are worried about security.
It would seem to be infinitely sensible to have to enter a password when switching so access can be restricted as not all users are common to both companies.
Chris Wilkes (KashFlow Support) May 28, 2022, 19:22 GMT+1 Hi Iain, Thanks for getting in touch. I am afraid that at the moment this feature is not something that we are able to offer. This does seem like a good idea though so it would be great if ...
0
New
0
New
0
New
