Settings

To keep the accounting software easy to use, most features are turned off by default. We don’t want features you don’t use to get in your way.

When you explore the Settings tab you start to get a feel for the wealth of options that are available.

Listed below are the various settings sections within KashFlow.

Your Account

• Manage Subscription

  Change your subscription status and/or buy additional modules.

• Company Details

  Update your company address, telephone number, etc.

• Email Options

  From here you can decide when KashFlow should send you emails.

• Change Password

  Change your password or memorable word.

• Import Data

  Import data into your KashFlow account.

• Delete Data

  Delete the data you’ve entered so far. Use with caution!

• Backup Data

  Set options to be regularly emailed a backup.

• Display Settings

  Change the way KashFlow looks.

• Accountants’ Access

  Give access to your accountant without having to share your password.

• Referrals

  Stop paying us, let us pay you: refer eight people to us and you get KashFlow for free.

Lists

• Sources

  Add, edit and delete your various sources of business.

• Sales Types

  Manage a list of the different types of sales that you make.

• Payment Methods

  Edit your list of methods with which you pay for your invoices and purchases.

• Outgoing Types

  Edit the list of your different types of outgoings.

• Currencies

  Set up foreign currencies for use with invoices and quotes.

• Taxes

  If you need to charge taxes other than VAT then this is place to set them up.

• Chart of Accounts

  Edit your Sales Types, Outgoing Types and Bank Transaction Types all from this one page.

Configuration Settings

• Invoice Options

  Control the way your invoices look by adding an image or text.

• Quote Settings

  Change the settings for your quotes.

• Stock Options

  Enable Stock Management and edit related options.

• Project Settings

  Enable projects and change settings.

• Purchase Order Options

  Enable Purchase Orders and set related options.

• VAT Settings

  Set various VAT settings, such as which scheme you are on, online filing options, etc.

• CIS Options

  Enable and configure settings for CIS or Withholding Tax.

• Advanced Settings

  You normally wouldn’t need to access these settings unless specifically asked to do so.

• Purchase Options

  Enable quantity field and enable purchases attachment options.

• Email Templates

  View and edit your templates for emails which you send.

• Custom Customer Fields

  Set up additional fields for your customer records so that you can store additional information.

• Asset Register Categories

  Set up the categories for use with the Asset Register.

• Account Switching

  If you have multiple KashFlow accounts, you can use Account Switching to quickly jump between them.

• Customer and Supplier Settings

  Set various options for your Customer and Supplier pages.

• Automatic Credit Control

  Automatically remind your customers about invoices that are becoming due or are overdue.

External Services

• PayPal Imports

  Settings to automatically copy across sales and customer info from your PayPal Account.

• FreshBooks Integration

  Integrate with a FreshBooks account to copy across new invoices and customers.

• Card Options

  You can take card payments directly from within your KashFlow account. Use this page to setup/configure the option.

• ViaPost Settings

  Send invoices by post without ever touching an envelope or a stamp.

• API Settings

  Enable and configure API access to your KashFlow account.

• MailChimp Integration

  Integrate your KashFlow account with MailChimp so you can easily communicate with all of your customers by email.

• GoCardless

  Easily take payments online using GoCardless Direct Debits.

• Dropbox

  Set up Dropbox integration so you can store files along with your accounting and customer data.