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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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Integrating with KashFlow & Test Accounts

KashFlow integrates with a lot of other software on the web. This creates a bridge between the two systems and users are able to import various sets of data into KashFlow and process it dependant on their integration. KashFlow has some direct apps which integrate the application. If an app is not…

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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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Maintenance Notification

As part of our ongoing infrastructure investment plan, this month we’ll be replacing and upgrading the servers in our main database cluster. Such upgrades are performed periodically in order to maintain performance levels as we add new features and functions, and to this end we are scheduling an out-of-hours outage…

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