Currently browsing KashFlow Basics

Accounting Periods

Accounting periods You will be able to view a client’s current accounting period in Clients > Company Name > Details > Edit Details. The period is also displayed in the client’s own account, in Settings > Company Details, where you can change it by clicking the Manage button on the right-hand side. Once you…

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Customers Screen

The Customers screen is where you can see a list of all your existing customers and add new ones too.

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The Dashboard lets you see at a glance critical information about your business, and perform common actions instantly. The dashboard is split into two columns and contains modules that are essentially windows or cards of specific business information that link to their appropriate section. Basics The dashboard is split into…

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Document Customisation – PDF Themes

KashFlow allows you to customise your documents. You can include a Logo, a Background Image, change the Font Colour and more. Documents refer to Invoices, Quotes, Purchase Orders, Packing Slips, Remittance Advice and Payment Receipts. Basics Access your document settings by navigating to Settings > PDF Themes Here, you can modify…

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International KashFlow User Setup

Your KashFlow account can be configured for US/international taxes and currency by default, it just takes a few minutes CHANGE COMPANY DETAILS Via Settings > Company Details > Home Currency Set your default currency to your local currency Change the date format to mm/dd/yyyy if required Telephone numbers can be entered in any format you…

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KashFlow Multi User Enhancements October ’17

Introduction to Multi-User Enhancements We’ve made improvements to how you manage the additional users who access your account. You can now set access permissions to your users based on their role within your business and your users will be able to manage their own profile. Our new audit trail report will…

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