Help us improve

1 Vote

Save filter settings

Every time I login and go into invoices or purchases the filters applied in the previous session are lost and I have to select "unpaid" and "100 items" each time.

Created 19 Oct 04:10pm by Gary McDonald

KashFlow / Invoicing & Quotes

0 New
1 Vote

Can a project allocation be added to the journal csv import template?

I have a client that uses projects to identify income and expenditure across multiple income streams. They use consistant nominal codes across these projects but I need to reallocate how the projects are recorded historically. At the moment this i...

Created 19 Oct 08:15am by Guest

KashFlow / Projects

0 New
662 Vote

Multi Currency Bank Accounts

No description provided

Created 10 Jan 09:09am by KashFlow Product Manager

KashFlow / Bank

78 Future Consideration
616 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

25 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
2 Vote

Overpaid customer invoices should appear in the batch payments screen

Invoices that have been overpaid by a customer should be available for selection as part of a batch payment, as often they will be recouped on the next remittance.

Created 13 Oct 09:13am by Anna Hales

KashFlow

0 New
1 Vote

Export Payments

Require ability to export (.csv); Customer Code, Payment Date, Payment Value as a report.If I can filter this by nominal code even better.Essentially the ability to export customer payments so I can reconcile them in a separate system.

Created 16 Oct 06:18am by George Ross

KashFlow / Payments

1 New
327 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

Supplier invoice to default to which ever supplier you are using

When you select a supplier and enter an invoice it would be better if the system kept you on this supplier to enter the next invoice without having to choose the same supplier from the list again. So the system would always default to the supplie...

Created 15 Oct 08:31am by Guest

KashFlow / Suppliers

0 New
1 Vote

Hi, Just an observation - it would be really helpful if the supplier batch payment total would come in the search facility. Currently you have to go to the supplier, search the statement and then go into an individual and click edit to find the amount when doing a bank reconciliation. Unless there is an easier way?

This would be quicker to reconcile your vat quarterly accounts

Created 14 Oct 04:26pm by Guest

KashFlow / Other

0 New