We would find it useful to be able to archive clients that are no longer using Kashflow. We would still have access to the data and continue to use a credit to keep them on our system but not have them on our client list. This would be useful for ...
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.
A notification if an email sent to a customer bounces back
Currently KF does log when an invoice is sent to a customer and to what email address. A couple of clients are not comfortable with the fact that if an email bounces back due to a mailbox being full or an incorrect email address is used there is n...
Currently sales invoices show that they are paid but more government and benefit agencies are asking for proof of payment date, in order to re-imburse for childcare etc. Adding a paid date to the sales invoice would be very helpful.
I have a number of clients who start a new sales invoice sequence each year (ie go back to number 1 again) as I'm sure many other accountants do. It is a real pain to have to update manually for each invoice
3
New
