Can you not have the system check for name matches as well as amounts. I have a client that has a lot of subbies with identical amounts invoiced and paid on the same day, the system just matches amounts and I have to go through and undo and re-mat...
Bank imports - creating transactions - VAT default
It would be useful if a VAT default rate could be set for each nominal, it is a mind-numbingly boring faff having to change every payment for net wages, drawings, PAYE, VAT etc. to N/A
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 ...
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...
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.
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