KashFlow

Link bank account to KashFlow.

Categorize transactions as they appear in the feed.

Click 'Calculate VAT' to generate the report.

Review and submit directly to HMRC via the internal portal.

Add subcontractors with their UTR numbers.

Log work invoices for subcontractors.

System calculates net payment and CIS deduction.

Generate and email payment statements to subcontractors automatically.

Enable multi-currency module in settings.

Invoice international clients in their local currency.

KashFlow fetches real-time exchange rates to record the GBP equivalent.

Automatically calculate exchange rate gains or losses upon payment.

Set up a 'Late Payment' email template.

Define triggers (e.g., 3 days, 7 days, 14 days overdue).

KashFlow monitors payment status of invoices.

System sends reminders automatically until the invoice is marked as paid.

Grant the accountant user-access to the KashFlow dashboard.

Accountant logs in to perform year-end adjustments.

Both parties see real-time financial data simultaneously.

Accountant locks the period once the audit is complete.

Input initial stock levels for products.

Link products to specific invoice line items.

Generate a sales invoice.

Check the stock report to see automated inventory decrements.

Process monthly payroll within the integrated module.

Approve the pay run.

Payroll journals are automatically posted to the general ledger.

Pension data is exported for provider upload.