You already can. It was one of the many areas we added to Dropbox to soon after this integration was released.
Just enable it in Settings -> Dropbox

Hi Duane,

Just wondered if you had made any progress (or are planning to soon) on the suggestions above about the full integration of dropbox files between customers/ invoices/ purchase/ssuppliers/ notes etc///

Also now that you have added dropbox for the purchase receipts it is even more important that i can separate my different KashFlow accounts into different folders in dropbox … will this be possible any time soon.

Thanks!! Keep up the good work!

Yes, this is something we’re working on re-adding.

As accountant this would be great to store 64-8s copy & antimoney laundering copies so I can get rid of some of that dratted paper & stop having to produce it in the first place.

If that’s not clear, what I mean is, if I save KF01417 in the right supplier folder, when I then look at receipt 01417, that file should be in the notes section for that invoice.

As it is, it is still handy, but not quite killer. Yet.

Hi Rob,

That’s not easily resolved. The “KashFlow” folder name is set at the Dropbox side of things for the entire integration.

The solution would be for us to let you create sub folders withint he KashFLow folder.

IE /apps/KashFlow/Company1/… and /apps/KashFlow/Company2/…

I was thinking it would also be nice for users to be abel to choose the folder name for “Customers” and even set the folder name per customer, etc too. Perhaps some sort of Advanced Settings.

It wont happen any time int he immediate future, but I’ll log it as a request and see if we can do it at some point.

Another user problem (I don’t think this will be too hard to overcome).

I have 3 KashFlow subscriptions for 3 small businesses that I run. I want to enable KashFlow to sync with dropbox on all 3 off these accounts. This is going to create a problem as each KashFlow account wants to connect to the apps/KashFlow folder, and therefore the records and files are going to get mixed up (and there’s possible conflict of file names/clientnames/suppliernames.

What we need is a way of choosing what the KashFlow folder is going to call itself (from within the KashFlow side of the drop box settings menu). Then under each KashFlow account I can enable a different drop box target folder.

Please help with this if you can!!

Thanks

For now, yes. This is a limitation Dropbox currently impose.

“stuff in the “/Apps” directory can’t be shared even if you want to”

Maybe I misunderstood previously.
So this Dropbox integration is not to share files with customers, just for our own benefit?

Hi Rob,

That’s a really good suggestion. I’ll give it some thought to see how we could go about implementing it.

Re point 2, have you read http://www.dropbox.com/help/27

Files uploaded with KashFlow to Dropbox are possibly more secure than other files, as stuff in the “/Apps” directory can’t be shared even if you want to.

This seems like a fantastic feature.

It would be even more useful if you can develop in interlinking kind of system that creates a web of all records (for example:- You upload a file to an purchase receipt, and at the moment it only shows on that invoice. It should also show on the corresponding suppliers record, and also on any related job references. Similarly a file on an estimate should also show on the related customer and job reference pages. Also files uploaded against sales invoices should also show in the corresponding customers record. Files uploaded on a bank transaction should be linked to the supplier/customer as appropriate and also the corresponding purchase receipt or sales invoice.)

With the current system of separated files it makes record keeping in the cloud more labour intensive and therefore less attractive. If you are able to integrate and link these features as suggested then you will increase the benefit to the end user of using dropbox over keeping their own records.

2. Are you able to address the security issue mentioned earlier with regards to ensuring that the uploaded files on dropbox are as difficult to access as the KashFlow system itself.

Personally Sugar sync has it for me, more functions with lower costs (free account gives you 5Gb!)

Hi Stuart,

Integration with Payroll is always done from the Payroll software end, rather than ours. We have documents that help them do it. I think we’ve been in touch with them before but I’ll get in touch again to see if I can encourage them to integrate.

I was hoping to get some detail on how people are using the Dropbox integration. But all we (as KashFlow) will ever know from our data is whether or not it’s enabled – not what files, if any, they’ve uploaded. The integration is so secure that we have no idea about any of that!

I read that blog that is why I said it. What I want to know is are you going to make it possibble to integrate with Google Apps (Gmail, Calendar etc.) because I want to ditch my CRM.

It sounds like KF is connected to a different Dropbox account then. DO you have more than one? In Settings -> Dropbox it will show you the account details (name, email address)

Are they the same as what you see when logged in at dropbox.com?

RE Road maps, see http://www.kashflow.com/blog/buy-what-we-have-today-not-what-we-might-have-tomorrow/

Whenever I’ve gone against my own advice there, I’ve regretted it!

I’d like to see this, currently the backup doesn’t include these files so putting them in DropBox would solve that problem.

1. DropBox has had well documented security issues recently

2. Folders are not password protected, hence can be ‘discovered’

That’s a shame. Do you have any specific concerns?

No, afraid not.

And if you manually create a folder in the structure then it wont show in KashFlow.

We may add the ability to do this in the future though.