Sales Enablement · UK
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Katie's Kiwis
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Your Company
Account and settings Manage users Custom form styles Default report settings Chart of accounts Get the desktop app Additional info
Lists
All lists Products and services Recurring transactions Attachments Custom fields Rules
Tools
Manage workflows Reclassify transactions Import data Import desktop data Export data Reconcile Budgeting Spreadsheet Sync Audit log Back up company Share screen
Profile
Subscriptions and billing What's new Feedback Privacy Cookies
Customers
Invoice Receive payment Statement Estimate Sales order Credit note Sales receipt Refund receipt Delayed credit Delayed charge Add customer
Suppliers
Expense Cheque Bill Pay bills Purchase order Item receipt Supplier credit Credit card credit Add supplier
Team
Employee Single time activity Weekly timesheet
Projects
Project
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Task Bank deposit Transfer Journal entry Stock qty adjustment Batch transactions Pay down credit card Add product/service
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Customise
Good afternoon!
Customise Privacy
Accounting
Expenses & Pay Bills
Sales & Get Paid
Customer Hub
Team
Projects
Inventory
VAT
Create actions Create invoice Record expense Add bank deposit Create cheque Show all
Business at a glance
Profit & Loss
Net profit for March
£697,349
▲ Up 319% from prior month
Categorise 54 transactions
Expenses
Spending for last 30 days
£734,442
▲ Up 10% from prior 30 days
Categorise 39 transactions
Bank Accounts
Today's bank balance
£0
Go to registers ▾
Workflow automation
Video tutorials Learn about workflows Feedback
Templates
My workflows
History
Search by workflow name
NAME ↑ TRANSACTION TYPE WORKFLOW TYPE CREATED ON CREATED BY LAST UPDATED BY UPDATED ON ON/OFF ACTIONS
Get unsent invoice reminderInvoiceReminder 24/02/202624/02/2026
Pay vendor bill reminderBillReminder 24/02/202624/02/2026
Send open estimate reminderEstimateReminder 24/02/202624/02/2026
Manage users
Users
Roles
Accounting Firms
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NAME ⇅ EMAIL ⇅ STATUS ⇅ ROLE ⇅ BILLABLE ⇅ ACTION
Katie's Kiwis katies_kiwis@business.com Active Primary admin Yes Edit ▾
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Add new role
Add or edit a name for this role and select the permissions it should have
› Sales No access
All locations ▾
This is preset to all locations
ACCESS VIEW CREATE EDIT DELETE
REPORTS & ANALYTICS
Standard reports
Custom reports
Management reports
Spreadsheet sync
Performance centre
Financial planning
Cash flow overview
Cash flow planner
Budgets
Forecasts
Report nameCreated byLast Modified ByDate rangeAccessEmailAction
Expense Report - copy Katie's KiwisKatie's KiwisThis year to date Private Edit ⌄
Invoice Report - copy Katie's KiwisKatie's KiwisLast month Private Edit ⌄
First   Previous   1 – 2   Next   Last
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Report period
Last month ⌄
Recent
Last week
Last week to date
Last week to today
✓ Last month
Last month to date
Last month to today
Last quarter
Last quarter to date
From
01/03/2026 📅
To
31/03/2026 📅
Accounting method
CashAccrual
☷ ☶ Compact | 100% ⌄
Invoice Report
Katie's Kiwis
March 2026
Date ↑No. ⇅Customer ⇅Due date ⇅Amount ⇅Open balance ⇅Shipping date ⇅
Backup and Restore
Change backup settings | Feedback
Backups Restore Copy Personal cloud archive
Backup type ▼
Show expire in 30 days backups only
DATETYPESTATUSEXPIRATION ⓘACTIONS ⓘ
10/04/2026 12:23Auto✓ Success10/04/2027 12:24View ⌄
22/03/2026 09:51Auto✓ Success22/03/2027 09:56View ⌄
24/02/2026 09:34Manual✓ Success24/02/2027 09:34View ⌄
Backups will be available for one year after they're created.
1–3 of 3   « 1 »
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Batch transactions
Old layout
Shortcuts
Help
✕
Select entity type
Invoices ▾
Invoices
Cheques
Expenses
Bills
Bank Deposits
Sales Receipts
Products and Services
Action
Create ▾
Create
Modify
Delete
TOTAL £
0.00
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Import CSV/Excel Create in spreadsheets
Customise columns
Invoice Number * Customer * Email Cc Bcc Terms Invoice Date * Due Date Location Of Sale
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Audit History ✕
Invoices
2 Saved
0 Failed
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Customer Value Custom Roles
Value Proposition
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Customer Value Batch Transactions
Value Proposition
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Customer Value Workflow Automation
Value Proposition
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REPORTS
Standard reports
Custom reports
Management reports
Spreadsheet sync
Performance centre
Financial planning ›
Customise
Data Visual ⬤
Filters ⓘ ∧
Select how you want to filter your data. Clear all
✕
+ Add another filter
Columns ⓘ ∨
Number format ∨
Show entity names in the columns
Groups ⓘ ∧
Select how you want to group your data. Clear all
Group by
✕
+ Add subgroup
Edit group calculations ∨
Pivot ⓘ ∨
Customer Value Revenue Recognition
Value Proposition
Settings
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Company
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Company info
This info may be used for billing purposes.
Name Katie's Kiwis Edit
Address 80 Victoria Street
London, LO SW1E5JL Edit
Email katies_kiwis@business.com Edit
Phone None listed Edit
Website None listed Edit
Industry Industrial building construction Edit
Legal info
This is the info your business uses for tax purposes.
Legal business name Katie's Kiwis Edit
Company Registration Number None listed Edit
VAT ID None listed Edit
Business type Small business corporation, two or more owners Edit
Legal address None listed Edit
Customer contact info
This is how customers get in touch with you.
Customer email katies_kiwis@business.com Edit
Customer address None listed Edit
Privacy | Security | Terms of Service
Customer Value Custom Report Builder
Value Proposition
Customer Value Cloud Backup & Restore
Value Proposition
Customer Value Spreadsheet Sync
Value Proposition
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