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.
Change your subscription status and/or buy additional modules.
Update your company address, telephone number, etc.
From here you can decide when KashFlow should send you emails.
Change your password or memorable word.
Import data into your KashFlow account.
Delete the data you’ve entered so far. Use with caution!
Set options to be regularly emailed a backup.
Change the way KashFlow looks.
Give access to your accountant without having to share your password.
Stop paying us, let us pay you: refer eight people to us and you get KashFlow for free.
Add, edit and delete your various sources of business.
Manage a list of the different types of sales that you make.
Edit your list of methods with which you pay for your invoices and purchases.
Edit the list of your different types of outgoings.
Set up foreign currencies for use with invoices and quotes.
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.
Control the way your invoices look by adding an image or text.
Change the settings for your quotes.
Enable Stock Management and edit related options.
Enable projects and change settings.
Purchase Order Options
Enable Purchase Orders and set related options.
Set various VAT settings, such as which scheme you are on, online filing options, etc.
Enable and configure settings for CIS or Withholding Tax.
You normally wouldn’t need to access these settings unless specifically asked to do so.
Enable quantity field and enable purchases attachment options.
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.
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.
Settings to automatically copy across sales and customer info from your PayPal Account.
Integrate with a FreshBooks account to copy across new invoices and customers.
You can take card payments directly from within your KashFlow account. Use this page to setup/configure the option.
Send invoices by post without ever touching an envelope or a stamp.
Enable and configure API access to your KashFlow account.
Integrate your KashFlow account with MailChimp so you can easily communicate with all of your customers by email.
Easily take payments online using GoCardless Direct Debits.
Set up Dropbox integration so you can store files along with your accounting and customer data.