Help us improve

2 VOTE

Adding receipts: revert to old 'click arrow' system so all 3 date entries match

Previously on the old system, there was an arrow to click which enabled the dates to all match the invoice date - now we have to change the date in 3 places adding time to creating a receipt. Can this arrow be re-added please? Thanks

Created 1 day ago by Binita Walia

KashFlow / Purchases

0 Acknowledged
623 VOTE

Multi Currency Bank Accounts

No description provided.

Created over 1 year ago by KashFlow Product Manager

KashFlow / Bank

52
1 VOTE

Transferring credits between customers or suppliers

It would be useful if we could transfer a balance on a customer account to another account without having to split payments on in the bank. When we have client with more than one account with us, they tend to pay both accounts' balances with one p...

Created about 8 hours ago by Gethin Davies

KashFlow / Customers

0 Acknowledged
1 VOTE

Monthly Summary on Customer Statements

It would be really useful for the system to breakdown amounts owed by month and show overdue amounts on customer statements.

Created 1 day ago by A Heald

KashFlow / Customers

0 Acknowledged
1 VOTE

Make country field optional in Customer Profile.

At present it is mandatory to fill in country field on Customer & Supplier profile screen. Our company is located in the UK and 99% of work is within UK thus rendering this field unnecessary in our circumstances. However the country (United ...

Created 1 day ago by Guest

KashFlow / Customers

0
562 VOTE

Customer Portal - Allow customers to login and view their invoices, statements and payment history

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 over 1 year ago by Phil Taylor

KashFlow / Uncategorised

21 Future Consideration
491 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 over 1 year ago by Karen Huntley

KashFlow / Customers

15 Planned
2 VOTE

Favourite reports per user or per account

Store favourite reports for each user rather than per company so that each user can have their own set of favourite reports.

Created 4 days ago by Julie Shepherd

KashFlow / Reports

0 Acknowledged
268 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 over 1 year ago by Guest

KashFlow / Purchases

3
199 VOTE

customers being able to place an order via kashflow

I would like my customers to be able to place an order via a special link to kashflow. Customers would log in with their customer code, a list of the products that i sell with their unique prices for that customer would a ppear and they would clic...

Created over 1 year ago by Anonymous

KashFlow / Uncategorised

8 Will not implement