Help us improve

614 VOTE

Multi Currency Bank Accounts

No description provided.

Created over 1 year ago by KashFlow Product Manager

KashFlow / Bank

51 Acknowledged

560 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 1 year ago by Phil Taylor

KashFlow / Uncategorised

20 Future Consideration

1 VOTE

We use bankrecipt.com to import receipts into Kashflow. Please could it be possible to allow the VAT % (code) to be imported from bankrecipt to Kashflow too.

Currently we have to review each transaction again (after it has been imported from receiptbank to Kashflow), in order to correct the vat %age from 0 to the correct rate or N/A. This is very time consuming.

Created 3 days ago by Guest

KashFlow Connect / Other

0 New

486 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 1 year ago by Karen Huntley

KashFlow / Customers

14 Planned

265 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 1 year ago by Guest

KashFlow / Purchases

3 Acknowledged

198 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 1 year ago by Anonymous

KashFlow / Uncategorised

8 Will not implement

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Multi Currency Bank Accounts

Customer Portal - Allow customers to login and view their invoices, statements and payment history

Enable 3D secure to work when sending out invoices with Payment link button

Repeat Purchases - Frequency Date End of Month

Total Amount on Printed Reports

Basic Text Formatting for Purchases/Invoicing Comments

We use bankrecipt.com to import receipts into Kashflow. Please could it be possible to allow the VAT % (code) to be imported from bankrecipt to Kashflow too.

Send customer statements on a set date

Purchase Orders

customers being able to place an order via kashflow

Filter by Status

Filter by Category

Identify yourself with your email address

Multi Currency Bank Accounts

Customer Portal - Allow customers to login and view their invoices, statements and payment history

Enable 3D secure to work when sending out invoices with Payment link button

Repeat Purchases - Frequency Date End of Month

Total Amount on Printed Reports

Basic Text Formatting for Purchases/Invoicing Comments

We use bankrecipt.com to import receipts into Kashflow. Please could it be possible to allow the VAT % (code) to be imported from bankrecipt to Kashflow too.

Send customer statements on a set date

Purchase Orders

customers being able to place an order via kashflow