Help us improve

2 VOTE

Expand the ability of Projects so we can add Individual budgets/targets by nominal codes

Please can you add the facility to enter budgets by the projects nominal codes, an overall figure doesn't give us the detail we need to see if we are under or overspending on a nominal code. For Example budget for roof materials and labour, sepa...

Created about 20 hours ago by Andie Painter

KashFlow / Projects

0 New
2 VOTE

CSV Import for Country

Request the Country field for CVS import to be the country name, not a code.

Created about 22 hours ago by Mark Woodward

KashFlow / Customers

0 New
3 VOTE

Invoice Due Dates to show on Aged Debtors & Aged Creditos

We work to contract terms which are all different by client therefore the Aged Debtors is useless without the Invoice due date showing on the report. It would also be helpful to show supplier payment due dates on the Aged Creditors. I've seen th...

Created 3 days ago by Emma Waller

KashFlow / Customers

0 Acknowledged
629 VOTE

Multi Currency Bank Accounts

No description provided.

Created almost 2 years ago by KashFlow Product Manager

KashFlow / Bank

54
568 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 almost 2 years ago by Phil Taylor

KashFlow / Uncategorised

24 Future Consideration
4 VOTE

Run a report for an individual sales agent code

The Sales team and Accounts

Created 5 days ago by Guest

KashFlow / Reports

0 Acknowledged
493 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 almost 2 years ago by Karen Huntley

KashFlow / Customers

16 Planned
2 VOTE

Reports

Being able to download reports from the system when moving to another software package (because Kashflow is no longer adequate) Our client has been unable to download transactions assigned to a project. Instead, our client has to pay £15+VAT ...

Created 3 days ago by Guest

KashFlow / Uncategorised

0 Acknowledged
2 VOTE

Internal email communications with clients

I think it would be good if you could email clients directly within the software to avoid going to third party applications. Almost like having the ability to have a conversation within the platform

Created 3 days ago by Rob Lamey

KashFlow Connect / Clients

0 New
4 VOTE

Add Amount Paid to the top of the clients transactions profile

Hi - currently you have 'Total Invoiced', 'Amount Due' and 'Amount Overdue' at the top of the clients transactions page - if you also added 'Total Paid' to these you would have a full house of all the important information regarding the clients tr...

Created 6 days ago by Rob Smith

KashFlow / Customers

0 Acknowledged