Help us improve

645 VOTE

Multi Currency Bank Accounts

No description provided.

Created over 2 years ago by KashFlow Product Manager

KashFlow / Bank

72 Planned
579 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
501 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

16 Planned
279 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

8 Planned
1 VOTE

Add Mobile number and website headings to the Sales Invoice Template

The standard sales invoices templates only have tick boxes for Telephone and Email (Clean and Classic). Most invoices nowadays will also have Mobile number and Website details, but your templates only have ticks for Telephone and Email. Just abo...

Created 3 days ago by G B

KashFlow / Invoicing & Quotes

0 New
1 VOTE

The ability to change the template for trminder letters

I've treid to find the template for these and have raised a support ticked with your team and given this response Hi Roger,Thanks for getting in touch.I have tried to change the Reminder letter template in our system but it seems at this moment t...

Created 3 days ago by Lina Bourdon

KashFlow / Dashboard

1 Already exists
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 over 2 years ago by Anonymous

KashFlow / Uncategorised

8 Will not implement
181 VOTE

Import Stripe Transactions Automatically

I love the automatic paypal importer, it saves me so much time! Stripe is an upcoming payment processor, and many people have started using it on their websites (me included). If we could have the same level of automatic transaction importing like...

Created over 2 years ago by Kim

KashFlow / Uncategorised

30
180 VOTE

Allow More Than 2 Decimal Places On Line Rate (e.g. 10000 units @ Â£0.001)

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 over 2 years ago by Alan Hart

KashFlow / Other

9
1 VOTE

View the Project Tag on the Purchase Screen

It would be useful if we could view the Project that a Purchase Invoice was assigned too on the purchase screen which shows the list of invoices? this would be good to ensure all invoices have been assigned correctly to a Project.

Created 5 days ago by Guest

KashFlow / Purchases

0 New