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.


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Improved Settings Page

30th June, 2009
We’ve significantly improved the layout of the main Settings page to make it much easier to find the specific setting you’re looking for.

Supplier Payment Terms

21st June, 2009

When editing a supplier record you can now set the default payment terms.

When you create a receipt (ie, a Purchase Invoice) for that supplier it’ll default to whatever the receipt date is set to, plus the number of days you have set for the payment terms.

So if you’re creating a receipt with a receipt date of 1/1/2010 and the supplier has payment terms set of 28 days, the due date will automatically be set to 29/01/2010. If you change the receipt date or the supplier then the due date will be automatically updated accordingly.

Customer and Supplier Codes on Bank Transactions

21st June, 2009
When you’re viewing a list of bank transactions, rather than just Sale or Purchase and the invoice number, it now also shows the relevant supplier or customer code.

Renaming Credit Notes

12th June, 2009

You’ve had the ability to rename “Invoice” to something else for a while. We’ve also just added the ability to rename a “Credit Note”.

You can access this setting in Settings -> Invoice Options -> Display Options

createAccount and GetRemoteLoginURL methods added to API

10th June, 2009

Another one for the techies I’m afraid!

We’ve added two pretty important methods to our API

createAccount – this enables you to programmatically create KashFlow accounts. So on the page where you let users configure their KashFlow options in your app, you can actually allow them to create an account, in one click based on the info you already hold on them. You can even use an affiliate ID to ensure you earn commission.

GetRemoteLoginURL – Pass in the username and password, we’ll return to you a URL which you can redirect the user to in order to have them automatically logged in to their account.

PayPal Importer Upgrade

9th June, 2009

We have just updated our PayPal Accounting Importer service.

Previously you needed to create an “API Signature” in PayPal to use the service. This meant it couldn’t be used by people who already used an “API Certificate” (perhaps for integration with their e-commerce site).

An API Signature is no longer needed to use our PayPal Importer.

Log in to your account and click Settings -> PayPal Imports to get started.

New API Methods for Quotes / Estimates

7th June, 2009

One for the techies!

We have added two new methods to our API.

They are GetQuotesForcustomer 
and ConvertQuoteToInvoice 

Converting Quotes in Invoices in Bulk

30th May, 2009

We’ve added tick boxes down the right-hand side of the quotes/estimates page.

You can select multiple quotes and convert them to invoices all in one go rather then processing them individually.

Bulk Purchase Payments

28th May, 2009
We've just updated the bulk payments page for Purchases so that it's as fast and easy to use as the bulk payments for sales is after last week's upgrade.

Web-based Payroll Software

27th May, 2009

The Payroll Site, a web-based, HMRC accredited payroll application is now integrated with KashFlow.

So you can now run your payroll in a web browser and have the accounting entries automatically entered into your KashFlow account.

See our Add-Ons page for more info.

ProTX change to SagePay

27th May, 2009

If you have an account with ProTX (now SagePay), then you can use KashFlow as a credit card terminal (see Settings - > Card Options).

As ProTX have now rebranded as SagePay, we've updated our pages to refelect their new logo and to use their new URLS for payment processing.

View older changes and additions.