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Ability to store files against purchases without Dropbox.

Storing files and receipts against purchases is great, but requiring a Dropbox account isn't. Other services provide this already ( ClearBooks )
  • Dwayne
  • Jan 10 2017
  • Acknowledged
  • Jan 10, 2017

    Admin Response

    Hi Dwayne, We use Dropbox due to the flexibility of the system and the ability to share files among a number of systems, not just KashFlow. We have therefore chosen not to hold files within the system itself to make collaboration between clients and customers a little easier. We found that due to Dropbox being a free system, our customers enjoyed having this additional flexibility rather than having to download documents manually to be shared. Many thanks
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  • C Truby commented
    June 6, 2017 18:45

    I understand that using an external system has its advantages - but be clear here, having these items inside of your own proprietary system makes absolute sense... should the client wish.