New Invoices are created with the name of the first customer in the list - this can create errors when generating large number of invoices
New Invoices are created with the name of the first customer in the list - this can create errors when generating large number of invoices with multiple customers. It would be better to create the new invoice with blank fields.
Allow manager accounts to see 12 month sales growth chart on dashboard
Only standard accounts can access the 12-month sales growth chart on their dashboards and manager accounts cannot. I would be beneficial for manager accounts to also have this so we can see the currently monthly sales growth to check for errors etc.
No way of checking unsubmitted VAT periods on new VAT report
Unfortunately with the new update of the VAT report, it appears you are now unable to create a report for reference on periods you have not previously submitted to HMRC via KashFlow. Having used KF since 2017-18, but not submitting the VAT reports...
When doing a VAT return it would be very easy if i could select 2 dates and have it download all invoices (as pdfs or one spreadsheet format) that have been marked as paid within those dates.
I'm trying to claim lost of earnings and the solicitor are not believing me. So it would be a good idea to let them see what i have invoice clients for that period.
I find it annoying that despite setting the VAT for each code, when you add a transaction in the Bank area it shows the VAT as N/A. I think it should default to the VAT rate you have set up for that code.
Allow variable tax allowances in Mileage Module for more than one passenger
The new mileage module sets the mileage allowance at 45p per mile, as per HMRC rules. However, this only applies if there is only one person in the car. As a partnership we often (but not always) travel together, for which HMRC flows an extra 5p p...
I have three bank accounts and would like to be able to produce reports for each account as each account is for a seperate business but are still related.
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...