Recent Changes and Additions To KashFlow

Listed below are some of the changes/additions we've recently made to our accounting software. You can view older changes and additions here.


Keep informed of new changes
To keep informed of new additions to KashFlow, enter your email address below and click subscribe.

Alternatively you can subscribe using one of the providers below:

---

Re-designed Overview Page

3rd July, 2008

We’ve re-designed the overview page.

Firstly to bring it up to date (it was looking a bit dated) but also to give you more useful information in an at-a-glance format.

There are now a couple of graphs shown. The first shows you the history of your bank balance - hopefully it's going upwards.

The second graph shows your month on month sales growth.

Customer Purchase History

2nd July, 2008
You can now download a complete or partial history of purchases made by a customer into a CSV (spreadsheet) file
There are two ways to get to this report.
1) Run the “Income By customer” report in Reports -> Income Reports
2) Go to the Customer page and click the “Download Purchase History” link in the Statistics area.

Download Sales History

2nd July, 2008

You can now download a CSV file containing details of all invoices for a specific product or sales type.

When viewing a sales type or product (Sales -> Sales Types) you will see a button at the top-right of the page that says “Download Sales History”.

BCC yourself on all emailed invoices

2nd July, 2008

We’ve had a lot of people ask for the ability to have invoices and other emailed items automatically  BCC’d to an address of their choice. So we’ve now added this option.

Go to Settings -> Email Options to turn it on or off.

If it’s enabled you will also receive copies of all purchase orders, packing slips, reminder letters, receipts and remittance advice.

Historic Sales and Expenditure Report

1st July, 2008

We’ve just added a new report that will provide you with a spreadsheet showing all your sales and expenditure for a given period on a month by month basis. It can be used as a basis for forecasting future cashflow.

The report can be found in Reports -> General Reports

Customers and Supplier VAT numbers

30th June, 2008

We now automatically check that the VAT number you have entered for your suppliers and customers is real, valid number and that it has been registered with the European Commission.

The text will turn green if the number is valid.

Save and Email Reminder Letters

29th June, 2008

When an invoice is overdue, you will see a new button appear on the invoice page saying "Reminder Letters".

We've just upgraded the reminder letters by adding 2 new features. Firstly, you can now save any changes you make to the text. Secondly, you can now send the reminder letter by email (instead of just printing it)

Updates to PayPal Importer

28th June, 2008

You now have the option to choose which source newly created customers should be assigned to. You can also choose to include the country name.

To get to these settings, just go to Settings -> PayPal Imports and click Edit next to your PayPal profile.

Archiving Suppliers

26th June, 2008

A couple of weeks ago we added the ability to archive customers. You can now do the same with Suppliers.

At the bottom of the supplier page is a "Archive" tick-box. If you tick this box then the supplier will no longer show in the drop-down lists.

Improved PayPal Accounting

22nd June, 2008
We have upgraded our PayPal Import service. As well as payments made and received, it now also picks up on items classified as "PayPal Services" (usually delivery) and any purchases you make with a PayPal debit card.

Importing vCards

21st June, 2008

You can now import new customer information from vCard (.vcf) files.

Click the "Customers" tab and then click the "Import vCard" button

View older changes and additions.