Help us improve

1 VOTE

Packing slip

Can it be made possible to add additional columns tot he packing slips? i.e. code number?

Created about 12 hours ago by Guest

KashFlow / Invoicing & Quotes

0 New
1 VOTE

stop allowing bank accounts to be deleted unless there have been no transactions

Currently, if a client ignores the warning about deleting a bank account, and goes ahead all transactions are then transferred to the default bank account (even if it has been reconciled). Not only that, the entries are one-sided because the nom...

Created about 17 hours ago by David Lushington

KashFlow / Bank

0 Planned
1 VOTE

Allow all clients to be assigned to a new member or staff

Currently we have to individually tick each client we want to assign to a staff member which is laborious process when there are many clients. A drop box showing all clients with a "select all" would be ideal.

Created about 17 hours ago by David Lushington

KashFlow Connect / Your Account

0 New
1 VOTE

CIS summary for each individual sub-contractor

At the end of every tax year each sub-contractor wants a summary of all CIS paid in that year. I can only get a report from Kashflow showing EVERY sub-contractor that has worked for us, so this is very time consuming. It would be great if we coul...

Created about 17 hours ago by Guest

KashFlow / Reports

0 New
658 VOTE

Multi Currency Bank Accounts

No description provided.

Created about 3 years ago 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 about 3 years ago by Phil Taylor

KashFlow / Uncategorised

25 Future Consideration
516 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 about 3 years ago by Karen Huntley

KashFlow / Customers

17 Planned
326 VOTE

PDF Themes Enhancement

More control over design of Invoice/Quote PDFs and the ability to have different designs for different customers

Created about 3 years ago by KashFlow Product Manager

KashFlow / Invoicing & Quotes

7
282 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 about 3 years ago by Guest

KashFlow / Purchases

12 Planned
199 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 about 3 years ago by Anonymous

KashFlow / Uncategorised

8 Will not implement