Help us improve

1 VOTE

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...

Created 11 days ago by Tim Shave

KashFlow Connect / Clients

0 New
4 VOTE

Company Registration Number

It would be best practice if limited company registration numbers could be added during set up and then selected to be included on sales invoices.

Created 2 months ago by Guest

KashFlow Connect / Settings

0 New
1 VOTE

More flexible reporting options

My client has requested a report to show purchases recorded which have not yet been assigned to a project. When reviewing a VAT return done by a junior colleague, I have been unable to run a report which shows the VAT code used.

Created 21 days ago by Mia Brydon

KashFlow Connect / Reporting

0 New
10 VOTE

Automatic terms and conditions added to sales invoice

Would be great if the payment terms entered in the customers records were automatically shown on sales invoice

Created 7 months ago by Guest

KashFlow Connect / Settings

2 Acknowledged
3 VOTE

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.

Created 2 months ago by Guest

KashFlow Connect / Clients

0 New
3 VOTE

Option to assign transactions to a project from a bank feed

Otherwise it doubles the work time required for both the client and ourselves

Created 2 months ago by Guest

KashFlow Connect / Other

0 New
5 VOTE

Make an option to mark a supplier or customer invoice in query/dispute

Everyone would benefit from this, as we are currently paying invoices that are actually in query, but there is no option to show this other than to delete the invoice.

Created 4 months ago by Guest

KashFlow Connect / Other

0 New
6 VOTE

Bank Payment - Allocate to multiple nominal costs

Kashflow currently doesn't offer the equivalent of SAGE's Bank Payment option. Often there will be costs which come out of the bank, but need to be assigned to multiple nominal codes. Currently there are 3 work-arounds but neither are ideal. One i...

Created 6 months ago by Guest

KashFlow Connect / Reporting

1 Planned
1 VOTE

Two-factor Authentication for user logins

As a company our policy is to always have two-factor authentication activated on our software products and to recommend to all our clients that they also do the same. All other packages we use do have this functionality e.g. xero, quickbooks &...

Created about 1 month ago by Guest

KashFlow Connect

0 New
2 VOTE

Choose which boxes are amended on VAT return when using the VAT journal

The VAT adjustment journals have been set up in such a way that you cannot amend box 6 / 7 without amending the actual VAT figures. it also seems odd that only the side (debit / credit) which the VAT code is on will be amended on the return. I ha...

Created 2 months ago by Rhiannon Metalle

KashFlow Connect / Other

0 Acknowledged