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 ...
Customer statements in Euros (and other foreign currencies)
We've invoiced a customer in Euros. They have asked for an account statement. When I view their statement all transactions are showing as Sterling - whereas all their invoices are in Euros so not very helpful for them to reconcile.
Automatic download of PAYE code changes and notices
Having recently moved from Sage payroll and set up Kashflow Payroll, it is disappointing to find out that you cannot download and import PAYE coding notices directly from HMRC. Once again you do not discover the limitations of software until you h...
I currently have 3 lines available on a Payslip. I pay Monthly Salary and Mileage, at the equivalent rate, plus a set dividend each month.
When I hit year end I realised I had under paid Mileage so wanted to include a single payment for the 25p/m...
Alter 'Due Date' when a purchase invoice is copied
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...
There should be a feature in Kashflow to record opening and closing stock levels, for an accounting period, e.g. a year, a month, or whatever is required. The P & L report is not accurate if account is not taken of increases and decreases in s...
Drop down sorted by nominal a/c number not nominal name
When producing journals it would be beneficial (as an accountant) for the drop down to be sorted by nominal code, not alphabetically by the nominal name.
I appreciate some users would prefer the drop down to be sorted by name so an option within t...
Reinstate both net and VAT amounts on same line of VAT return calculations download
The recent updates to the VAT return represent a loss of functionality. The previous version where net amount and VAT amount where logged on the same spreadsheet line enabled a useful cross check that everything was correct. Now they are listed in...