KashFlow has lots of ways in which it can be customized and various settings to help you to do this including changing your VAT scheme, adding additional currencies, and a fully customisable invoice layout.
To help you these are broken down into 3 main sections in the settings screen. Your Account, Lists, and Configuration Settings.
This section has the tools to manage your KashFlow account which includes:
- Manage your subscription and view previous invoices
- Add an accountant in order to view your accounting data
- Additional users
- And even get paid by referring KashFlow to other users.
- You can also Import your data either from a CSV file, Sage, or QuickBooks as well as importing your Trial Balance or Nominal Ledger.
In these options, you can change a lot of useful options relating to how you want your KashFlow account to work, these include:
To help make it easier for you to ensure you are paid on time, you can also configure KashFlow to take payments directly using a payment processor, send reminder emails and customise the layout of your documents and emails.