Add option to carry over attachments from a Quote once converted into an Invoice
KashFlow behaviour at the moment is that any files attached to a quote are removed once it is converted to an invoice. I think it would make more sense were there an option for attachments to carry over and remain attached to the resulting invoice...
Ability to split payment between a sales invoice and a purchase invoice
It would be useful if, when importing the bank feeds, a receipt / payment could be split between both purchases and sales.
I have a client who sells grain and uses self billing - their customer sends them the bill which details the value of the gr...
Calender reminder for actions such VAT returns etc
Instead of manually recording a note of the next client's VAT return/yearend etc into a Diary or similar. It would be ideal if Kashflow was able to send an email to warn you of the pending task for your client.
I have been using the millage app within Kashflow to log all of my trips. But this information goes nowhere within Kashflow. It would be great if when logging a trip that I could select which job it was going agasint. So all expenses are properly ...
To be able to create a user with read only access to the software
I need to provide access to a client company's auditors and would prefer that they unable to make any entries or changes by mistake. I appreciate that most businesses using KashFlow may not be subject to audit but there are no doubt other situatio...
seperate settings for adding a logo to emails vs. printed invoices,
we print invoices on headed paper but want all emailed invoices to contain a logo.
The system only allows for one preference for logo but both options for background image. This looks to be an oversight.
Can I set purchase invoices to automatically open with 50 items instead of 10. Every time I open it I have to change the view. this is not a new idea. I see it has been raised before at least as long ago as 2018 but nothing has bene done about it....
In the chart of accounts there is only the option to print a full list of the chart of accounts to a .pdf format. It would be useful to be able to download this into .csv format
When I now copy an existing invoice as a new invoice, the payment option defaults to "No payment option" for some reason. This confused me as I never even thought to check what that option was set to (the customer previously used Iris Pay). It sho...
Match the functionality of the app with that of the desktop version
more and more people, especially small businesses and sole traders use mobile devices. Being able to do everything on the app that we can do on the desktop version would make using Kashflow even better.