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Any Kashflow Users?

  • Member
  • Practice Licence
  • 24 posts
  • # 111977

Hi all

Looking for advice/opinions. I have a client currently using sage instant and has been for a long time, he'd like to make things simpler and I'd like to get him set up on a new system from the start of this financial year to get everything looking a little neater and tied up! I have just been looking at Kashflow, as after a bit of research it seems the most promising, offering stoock control, multi currency (he has a euro bank account with a few transactions going through) Sage pay and paypal integration etc. I've downloaded the trial run and am quite happy with it, just wondering if any one can give me any advice pros/cons and how easy the transition is? or any alternative solutions?

 

Any input would be greatly recieved.

 

Many thanks

Bethan

  • Member PM.Dip
  • Practice Licence
  • 47 posts
  • # 111989

Hi Bethan

I have been using Kashflow for one of my clients for a couple of years now.  I live 400 miles away from my client and we needed something cloud based.  Kashflow has a lot going for it, in particular the cost which has nearly halved since we started using it.  It does the job for my client who wanted his staff to be able to input sales invoices at their end rather than posting the invoice books for me to input.  Each staff member has their own log in and can only currently access the sales side of things. Myself and the boss have admin rights and can access all parts of the package to view reports etc and I enter all other purchase invoices and bank transactions and reconcile the bank accounts etc.

The support team are very good and usually reply within 1 hour to most queries.  I used support quite regularly when we first went live but it is a rarity now.  We also transferred from Sage Instant and there is an option to transfer most information over directly.  I remember us having one or two difficulties with that, but it beat having to do everything manually.  We actually ran Kashflow alongside Sage for 6 months to ensure everything was working OK and at the year end swapped to just using Kashflow.  The downside is that I find it a little bit clunky to use for me as I am used to Sage and find not being able to batch input purchase invoices etc rather frustrating at times.  It is also sometimes difficult to trace transactions which have been processed, particularly bank transactions.  I have since looked at other cloud based packages and the only other one I found which would suit our needs (we need to be able to issue CIS invoices to our customers) was Clear Books which also seems to allow batch inputting.  However, Clear Books also had some other bad points which wouldn't work for us so we have stayed with Kashflow for the moment.  

If you are starting at the beginning of a financial year, there is no reason why you can't give it a go and see how you go on. There is no minimum contract so if you really find it doesn't work for you, you can change to something else although this will of course create extra work in the changeover!!

Good luck

JanSmile




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