Help us improve

1 VOTE

Overdue Email Reminder

I used to receive emails detailing which invoices have become overdue on a particular day. I have since been informed that this feature is no longer available. I don't want to use the automated system, because some of my customers just require...

Created about 6 hours ago by Guest

KashFlow / Invoicing & Quotes

0 New
1 VOTE

Include the Due Date in Sage export report

Please can the due date for purchases and sales be included in an export file. This is vital to be able to view/forecast what is due to be paid for a weekly/monthly pay run and allow for expecting income.

Created 1 day ago by Michael Chadderz

KashFlow / Reports

0 New
1 VOTE

Email Templates: add [Project Name] to text substitutes

It would make sense to be able to refer to the project name in the email heading or content when issuing an invoice.

Created 1 day ago by Michael Chadderz

KashFlow / Invoicing & Quotes

0 New
1 VOTE

Customer list - overdue balance column

An extra column adding to the customer page showing their overdue balance would help when chasing payments instead of having to go into each account to check what is overdue.

Created 1 day ago by Guest

KashFlow / Customers

0 New
1 VOTE

Customer credit limits - notifications when limit is reached would help.

Some sort of notification when a customer reaches their credit limit would greatly improve the system. When accepting new orders this could be checked quickly.

Created 1 day ago by Guest

KashFlow / Customers

0 New
653 VOTE

Multi Currency Bank Accounts

No description provided.

Created almost 3 years ago by KashFlow Product Manager

KashFlow / Bank

78 Future Consideration
585 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 3 years ago by Phil Taylor

KashFlow / Uncategorised

24 Future Consideration
1 VOTE

New field: Original quote number on invoice

Could a quote number be referenced when a Quote is converted into an Invoice. It is useful for us to know which quote (saved as a pdf locally) relates to a new invoice, as obviously it gets deleted from KashFlow when converted…

Created 2 days ago by Dan

KashFlow / Invoicing & Quotes

0 New
1 VOTE

Re-instate the VAT rate being shown on the VAT Return Detailed Report (removed some time around August 2019)

It makes it quick/easy to check that you have used the correct VAT rates when preparing the VAT return, and check for data input errors before submitting VAT return. We use Cash Accounting method. The report that has been created to replace it ...

Created 2 days ago by Guest

KashFlow / Reports

0 New
513 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 3 years ago by Karen Huntley

KashFlow / Customers

17 Planned