Help us improve

2 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 about 12 hours ago by Rich Mellor

KashFlow / Bank

1 New
2 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 1 day ago by Anna Hales

KashFlow

0 New
1 VOTE

Customer Turnover Month by Month

My Reps are always asking for their customers turnover rather like looking at Aged Debtors Creditors report presently it is very difficult to give them information easily Steve Taylor

Created about 2 hours ago by Guest

KashFlow / Customers

0 New
1 VOTE

EC Sales & Purchases to nominal codes for cash accounting - values to go into correct VAT box without sales or purchase invoices

Clients who are on cash accounting who need sale sand purchases to appear in the EC box 8 & 9 should be able to do so by assigning the nominal code only and the fiures still go into the correct box on the VAT return. You can assign the nomina...

Created about 7 hours ago by Guest

KashFlow / Purchases

0 New
1 VOTE

Add Product Code to emailed invoices

Customers can then see the global Product code and saves ambiguity in the description text

Created about 9 hours ago by David Burlison

KashFlow / Invoicing & Quotes

0 New
1 VOTE

Auto email to customer to thank for payment

Once invoices are matched/reconciled through the bank feed it would be great if there was a simple way or an auto process that issued a 'thanks for your payment' email that gives the amount paid and the invoice numbers that it has been matched to....

Created 1 day ago by Guest

KashFlow / Customers

0 New
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 2 days ago by Guest

KashFlow / Suppliers

0 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