Help us improve

648 VOTE

Multi Currency Bank Accounts

No description provided.

Created over 2 years ago by KashFlow Product Manager

KashFlow / Bank

78 Future Consideration
581 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 2 years ago by Phil Taylor

KashFlow / Uncategorised

24 Future Consideration
505 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 2 years ago by Karen Huntley

KashFlow / Customers

17 Planned
2 VOTE

remove or tailor the "time out" option , private computers do not require it and finding you have been locked out

see my request (#378733) due to a timed out hours of work had to be redone

Created 4 days ago by Guest

KashFlow / Customers

0 New
2 VOTE

Allow Customers to pay by direct debit instead of credit card

Direct debit is far more efficient than credit card as a payment method. This has long been proven in UK, is more flexible, safer and more efficient with more successful results. Under increasing legislation and security, Card issuers are declinin...

Created 5 days ago by Guest

KashFlow / Invoicing & Quotes

1 Future Consideration
1 VOTE

Globally change the ticked boxes on purchase codes and sales codes - EC sales and purchases and remove them as a default

Currently the sales and purchase codes automatically have ticked the (Include in box 8 and on EC Sales List) and for purchases (include as EC Purchases of products). Obviously some sales codes are services and not goods and even more so for purch...

Created 3 days ago by Guest

KashFlow Connect

0 New
280 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 2 years ago by Guest

KashFlow / Purchases

12 Planned
2 VOTE

Nominal Ledger: optionally display only codes which have transactions.

I would like to have a list of transactions arranged by transaction code, but only including those codes where there are any transactions to report. The first page of the Nominal Ledger report setup allows me to choose which codes to include in th...

Created 7 days ago by Guest

KashFlow / Reports

0 Acknowledged
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 2 years ago by Anonymous

KashFlow / Uncategorised

8 Will not implement
1 VOTE

Add customer's email address to Stripe payment form

Pls ASAP add customer's email address as a required field to Stripe payment form - to enable Stripe to then auto-send a receipt for the payment to the customer

Created 5 days ago by Mark Slocombe

KashFlow / Payments

0 New