Please can you improve cost centre functionality. Currently we have to use "Projects" which is very one dimensional & we can't even download P&L activity to include the project field. Very limiting unfortunately
Most of our customers request invoices to be sent to one email address and statements to be sent to a different email address. Currently there is no option to select a different email address in kashflow (only one set for invoicing). It would be r...
Sent emails not stored in Mailbox "Sent Items" folder since switching to OAuth
Since switching to use OAuth authentication for sending email via Microsoft 365, the emails KashFlow is now sending via OAuth do not appear in the Sent-Items folder of our mailbox like they used to with SMTP. They are dropped into the Inbox, which...
To have the option to customise the information downloaded on CSV file
An option to customise the downloaded CSV file as what comes over is not what we need and its so time consuming deleting and adding information so the report is what our Directors are looking for.
n the building industry most large contractors keep a percentage of retention on the original quote from a subcontractor. This only gets paid to the subcontractor when the site is completed or anything up to two years after. So you invoice for a c...
Emails to customers - header to include invoice number automatically
When customers and book keepers check emails it would be an advantage if header included the invoice number as often a number of emails have to be opened to find a particular invoice
Giving users an enable/disable function to cancel changes Kashflow makes
It appears someone has had the idea to show all invoices (paid & unpaid) in the bank feeds matching section, which I disagree with and did not want, so I wonder is it possible to add in a enable/disable function for updates that Kashflow imple...
In the bank reconciliation you can tick the box at the top of the column and tick all items in one go. It would be useful when matching bank items if one filtered to a customer/supplier you can do this too on you have selected 10, 20, 50or 100 ite...