Help us improve

658 VOTE

Multi Currency Bank Accounts

No description provided.

Created about 3 years ago by KashFlow Product Manager

KashFlow / Bank

78 Future Consideration
616 VOTE

Customer Portal

Allow customers to "login" and see their invoices/statements/payments as a "self service" - they can login and see their outstanding invoices (with payment links), download historic invoices, and see statements etc...

Created about 3 years ago by Phil Taylor

KashFlow / Uncategorised

25 Future Consideration
1 VOTE

Have the option to not show VAT info on invoices.

Although a VAT registered company 100% of my customers aren't VAT registered so don't need the confusing VAT info on their invoices. Even if it has to be included it would be better if the line total was inclusive of VAT but at the moment there is...

Created 1 day ago by Ant Parker

KashFlow / Invoicing & Quotes

0 Acknowledged
516 VOTE

Send customer statements on a set date

I would like to be able to send out customer statements on the last working day of every month. At the moment I need to go into every customer account which is hugely time consuming. I would appreciate for there to be a function to send ...

Created about 3 years ago by Karen Huntley

KashFlow / Customers

17 Planned
2 VOTE

CIS summary for each individual sub-contractor

At the end of every tax year each sub-contractor wants a summary of all CIS paid in that year. I can only get a report from Kashflow showing EVERY sub-contractor that has worked for us, so this is very time consuming. It would be great if we coul...

Created 5 days ago by Guest

KashFlow / Reports

0 New
326 VOTE

PDF Themes Enhancement

More control over design of Invoice/Quote PDFs and the ability to have different designs for different customers

Created about 3 years ago by KashFlow Product Manager

KashFlow / Invoicing & Quotes

7
286 VOTE

Purchase Orders

Hi, I was speaking to Anum from your support team, I was told to add my suggestion here. For our business, we have subcontractors working for us and for work to be proceeded we would send them a purchase order to carry out the work and once the wo...

Created about 3 years ago by Guest

KashFlow / Purchases

13 Planned
1 VOTE

Packing slip

Can it be made possible to add additional columns tot he packing slips? i.e. code number?

Created 4 days ago by Guest

KashFlow / Invoicing & Quotes

0 New
1 VOTE

stop allowing bank accounts to be deleted unless there have been no transactions

Currently, if a client ignores the warning about deleting a bank account, and goes ahead all transactions are then transferred to the default bank account (even if it has been reconciled). Not only that, the entries are one-sided because the nom...

Created 5 days ago by David Lushington

KashFlow / Bank

0 Planned
1 VOTE

Allow all clients to be assigned to a new member or staff

Currently we have to individually tick each client we want to assign to a staff member which is laborious process when there are many clients. A drop box showing all clients with a "select all" would be ideal.

Created 5 days ago by David Lushington

KashFlow Connect / Your Account

0 New