Help us improve

4 VOTE

Open Banking and CSV import of bank accounts

Well Open Banking has come into effect and has been known about for some time (see https://kashflow.ideas.aha.io/ideas/KF-I-4688).Unfortunately, Yodlee are taking an age to integrate this, whereas some competing accounts platforms (such as QuickFi...

Created 5 days ago by Rich Mellor

KashFlow / Bank

3 New
648 VOTE

Multi Currency Bank Accounts

No description provided.

Created over 2 years ago by KashFlow Product Manager

KashFlow / Bank

78 Future Consideration
581 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 2 years ago by Phil Taylor

KashFlow / Uncategorised

24 Future Consideration
509 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 2 years ago by Karen Huntley

KashFlow / Customers

17 Planned
1 VOTE

Profit/Loss Automated reports

As a small business its important to do the basics well. Keeping track of Profit/Loss is a simple way to ensure you are running at a profit. It would be useful to be able to generate reports at set intervals and have them emailed to you. For...

Created 1 day ago by Guest

KashFlow / Reports

0 New
3 VOTE

Marking a purchase invoice as disputed

It would be helpful to be able to mark both purchase and sales invoices as in dispute, and have this show up on statements produced for the supplier/customer. This way disputed purchases could not be accidentally paid, and disputed sales invoices ...

Created 6 days ago by Anna Hales

KashFlow

0 New
1 VOTE

Data Import - Import CSV Files using Kashflow Connect credentials

We are unable to import data (CSV's) via the Settings > Import Data function using our Kashflow Connect credentials, we are required to obtain and enter our client's Kashflow username and password. It would be good for accountants to have the s...

Created 3 days ago by Guest

KashFlow Connect / Settings

0 New
280 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 2 years ago by Guest

KashFlow / Purchases

12 Planned
2 VOTE

Supplier invoice to include number + letters

hello, can you please allow the field for supplier invoices to include letters. This is for invoices that i receive for orders of materials we have made. The invoice number for example is: 4586ADF1, but Kashflow only accepts numbers, therefore th...

Created 7 days ago by Guest

KashFlow / Suppliers

0 New
1 VOTE

Aged debtors/creditors Report to show the VAT on the outstanding amount as this helps when preparing accounts for a client that is on VAT cash basis

Useful as accounts are prepared on accrual basis and VAT on cash basis if chosen. Accountants will benefit when preparing accounts when client has done the bookkeeping.

Created 4 days ago by Guest

KashFlow / Reports

0 New