All ideas

Bank accounts. Kashflow, please add a bank icon for Virgin Money. There is already an icon for VM when adding bank feeds but not for the KF bank under Home> Financials. Thank you!

Rather than having a drop down list for two actions (i.e. create purchase invoice, create purchase order), there could be icons instead. This would allow single-click access to more actions in the same on-screen space. see attached mock-up with ic...

Kashflow needs to add an autosave function for long quotations and invoicing. This will stop customers being a bit jared off when the software times out and you have to start the quote again. Even a warning of the software timing out would be appr...

Useful as accounts are prepared on accrual basis and VAT on cash basis if chosen. Accountants will benefit when preparing accounts when client has done the bookkeeping.

We also require an order shipped date. We may have orders placed over the weekend. These are then downloaded on Monday and are shipped on Tuesday. We require a Ship Date on the invoice so that the customer can see the time period for dispatch and ...

After a recent upgrade, when I'm in a supplier record and click on "Create New" - instead of creating a new invoice within this supplier it defaults to the first supplier on the list. This has resulted in many invoices being posted to the incorrec...

Would it be possible to include monthly sub totals on customer statements? Most companies offer 30 day net accounts, I therefore expect December invoices to be paid at the end of January. In Kashflow all we have on a statement is a running total s...

It would be handy to have a date range option on the invoices screen

Mettle is a subsidiary of NatWest bank that focuses on providing digital banking needs for sole traders and small businesses. They currently have over 130k customers, but KashFlow hasn't signed up with Mettle as a TPP (Third Party Provider) so Met...

When a purchase invoice is copied the due date is not automatically updated to the correct due date in accordance with the suppliers credit terms. When using the copy function to save duplication of inputting it would be beneficial for the due dat...