Help us improve

1 Vote

Strip pasted figures of commas

If I copy a figure from my bank, or a digital invoice, it often has commas in it. When I paste "3,892.94" into a transaction, eg transfers between accounts, you get an error message. Can't you get the input to strip the figure of commas? Keep the...

Created 27 Nov 05:30pm by Gavin

KashFlow / Bank

0 New
664 Vote

Multi Currency Bank Accounts

No description provided

Created 10 Jan 09:09am by KashFlow Product Manager

KashFlow / Bank

78 Future Consideration
618 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 10 Jan 09:09am by Phil Taylor

KashFlow / Uncategorised

26 Future Consideration
524 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 10 Jan 09:09am by Karen Huntley

KashFlow / Customers

18 Planned
1 Vote

Automated data entry of invoices and receipts

I think the majority of the users are tired of going through receipts for business expenses or supplier invoices and entering all the fields manually. With the help of Klippa's OCR API, head and line items of these documents can be extracted and b...

Created 26 Nov 01:25pm by Guest

KashFlow / Purchases

0 New
1 Vote

I bank with Metro as I am sure many people do, please can you configure Kashflow to work with this bank to

No description provided

Created 25 Nov 06:02pm by Guest

KashFlow / Bank

0 New
328 Vote

PDF Themes Enhancement

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

Created 10 Jan 09:11am by KashFlow Product Manager

KashFlow / Invoicing & Quotes

7
1 Vote

Attach a working file to a bank transaction

We can add working files (PDFs, spreadsheets etc) to purchases, sales invoices and journals, but not apparently to bank transactions.The ability to add a one off suppliers invoice or a working paper to support a complex bank payment or receipt wou...

Created 23 Nov 07:44pm by Guest

KashFlow / Bank

0 New
205 Vote

Allow More Than 2 Decimal Places

Incoming invoices sometimes quote hundreds of an item whose individual price is not in a round number of pennies. For example, we had an invoice for 500 labels at £1.269 each. KashFlow silently changed this to £1.27 each whilst keeping the origina...

Created 10 Jan 09:11am by Alan Hart

KashFlow / Other

9
1 Vote

Being able to add an additional email address for replies to quotes

when a customer replies to a quote being sent the email comes through to me in accounts where it should be going to the sales person who can adjust do having an additional email address in quotes would allow the client to deal diectky with sales R...

Created 22 Nov 11:30pm by Guest

KashFlow / Invoicing & Quotes

0 New