Help us improve

1 Vote

Transaction Filter

In the transaction view (on any account) should be able to filter each of the headers... Date | Code | Comment | Business Unit | In | OutWe have a vast number of transactions... a simple filter would make life so much easier and quicker.

Created 25 Oct 09:47am by George Ross

KashFlow / Bank

0 New
663 Vote

Multi Currency Bank Accounts

No description provided

Created 10 Jan 09:09am by KashFlow Product Manager

KashFlow / Bank

78 Future Consideration
617 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

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

1 New
328 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
2 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

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
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
203 Vote

Allow More Than 2 Decimal Places

Incoming invoices sometimes quote hundreds of an item whose individual price is not in a round number of pennies. For example, we had an invoice for 500 labels at £1.269 each. KashFlow silently changed this to £1.27 each whilst keeping the origina...

Created 10 Jan 09:11am by Alan Hart

KashFlow / Other

9