KashFlow Accounting Software - Changelog

Improvements to Customer and Supplier pages

Mon, 02 Aug 2010 00:00:00 +0000

The Customer and Supplier pages (where you view and edit details of your customers and suppliers) were starting to get a little crowded due to the amount of information shown. We also weren’t happy with the way it presented to you the list of past purchases/sales for the supplier/customer. So those pages have been overhauled and also divided into sections. There are tabs across the top of the page to switch between the sections. If you don’t like this new design then you can revert back to the old layout of having all of the data on one long page. To do this you just go to Settings -> Advanced Settings and un-tick the box that says “Tab Customer Pages”

General Look and Feel Improvements

Mon, 02 Aug 2010 00:00:00 +0000

We've modernised some of the design of pages within KashFlow, especially those under the Settings section. All text boxes within the system now look a little more pleasing to the eye than they used to.

Defaulting Purchases to Paid

Mon, 02 Aug 2010 00:00:00 +0000

Lots of our customers only enter their purchases (“Receipts”) once they’ve paid them. So to save you an extra click we’ve added an option to always default new receipts to paid. Go to Settings ->Purchase Options and enable the relevant option. You’ll then see that when you add a new receipt, the tick box to say it’s paid is automatically ticked for you. You can of course un-tick it if you want to

Custom Fields for Customers

Mon, 02 Aug 2010 00:00:00 +0000

For some time now you’ve had the ability to add your own custom fields to customer records. However, we realised a lot of our customers didn’t know about this option. So we’ve now made it more obvious and you’ll find an icon for it under the Settings tab

Email Templates for Statements

Mon, 02 Aug 2010 00:00:00 +0000

A while ago we introduced Email Templates for use with emailing invoices to your customers. We’ve now introduced templates for emailing Statements too. You have a default statement template in Settings -> Email Templates which can be changed and saved from there or when you are emailing a statement to your customers or suppliers

Converting Bank Transaction to Receipts Automatic code change

Mon, 19 Jul 2010 00:00:00 +0000

If you have a transaction in your bank account for money going out you can convert this to a receipt (or a Purchase Invoice in accountant-speak) If the bank transaction is assigned to the code “Other” then it will be automatically changed to the suppliers default Outgoing Type. This feature can be enabled or disabled in Settings -> Advanced Settings

Improving layout of Settings page

Mon, 19 Jul 2010 00:00:00 +0000

Anyone who has ever accused KashFlow of being a “basic” product has obviously never looked at our Settings page. There are so many different settings available that it was becoming problematic to quickly find the setting you are looking for. To improve this, we’ve now broken the Settings page down into the following sections: Your Account, Lists, Configuration Settings and finally External Services. We hope this will make the Settings more manageable

Postcode with Customer Name

Mon, 19 Jul 2010 00:00:00 +0000

We’ve had some customers ask for the ability to include postcodes in the drop-down list of their customers (ie, the list shown when you choose a customer or a new invoice) So we’ve added this as an option. Go to Settings -> Advanced Settings and enable the option labelled “Show Post Code in Customer List”. We’ll soon be upgrading this feature to offer a range of other display options

New fonts for invoices

Mon, 19 Jul 2010 00:00:00 +0000

In Settings -> Invoice Options -> Display Options, you get to chose the font used on your invoices and other PDF documents. We’ve just added Tahoma, Verdana and Courier New to the list

Dymo labels

Mon, 19 Jul 2010 00:00:00 +0000

When viewing a customer or an invoice you’ve always had the option to quickly print either a C5 or DL envelope. We’ve now also added the option to print a Dymo label

Managing your list of Payment Methods

Mon, 19 Jul 2010 00:00:00 +0000

You’ve always been able to edit the list of different methods that use to pay for your purchases – ie cash, cheque, credit card. For incoming payments from your customers the list has always been fixed. This wasn’t too much of a problem as the list contained most methods of payment you’d expect. But it’s nice to be able to remove methods you never use. So you can now edit the list of incoming payment methods. Click “Settings” and then choose “Payment Methods”

Changing account codes on multiple transactions at once

Mon, 19 Jul 2010 00:00:00 +0000

If you’ve accidentally recorded a large number of transactions against the wrong code then it can be a real pain to manually edit each one. So we’ve introduced a feature to let you do this very quickly. Run a Trial Balance, Profit & Loss or Balance Sheet report. Click on the name of the code containing the offending transactions. You’ll see a list of all transactions against this code for the date range specified. Next to each transaction is a tick box. Tick the transactions you want to move (or use the box at the top of the page to select all)Then at the bottom of the page, from the “Action” drop down list, choose the option to reallocate the transactions.You’ll be taken to a page where you can select which code to reallocate the transactions to

New stock overview report

Tue, 04 May 2010 00:00:00 +0000

We’ve made it easier for you to view the details of your stock in KashFlow. The report gives you total quantities in stock and so is ideal for stock control. It also provides a sales value of all stock along with the total value on each item.

Importing products to KashFlow

Tue, 04 May 2010 00:00:00 +0000

You can now import products to KashFlow using our CSV importer. The importer can be accessed by going to Settings -> Import Data

Repeat Billing options every x number of days

Tue, 04 May 2010 00:00:00 +0000

You can now set repeat billing to every x number of days. This means adding a repeat invoice every 4 weeks or even two/three years is now possible using the repeat billing option. You can access repeat billing from Sales > Repeat Billing

The ability to drill down on all items in the Profit & Loss and the Balance Sheet

Tue, 04 May 2010 00:00:00 +0000

You can now drill down on all items in the profit and loss and the balance sheet. Previously you were not able to easily see the transactions which make up the bank accounts and Debtors/Creditors accounts on the Balance sheet and Profit & Loss. You can access both the Profit and Loss and the Balance Sheet from Reports > General Reports

Mass Deletion/Archiving of Customers

Tue, 04 May 2010 00:00:00 +0000

You can now manage your customer database in KashFlow with greater ease using the mass delete/Archive function. To use this function go to the customer screen and tick the checkboxes to the right of the customer you wish to delete. After you have selected all of the customers you wish to delete or archive go to the bottom of the screen and select Relevant action from the drop-down list Global Search now includes bank transactions and transactional information The Global search function now includes all bank transaction information including descriptions and notes. You can access the global search at the bottom right of every KashFlow page.

Ability to add payments to repeat payments

Tue, 04 May 2010 00:00:00 +0000

We’ve made it easier to add a payment to a repeat invoice. When creating or editing a repeat invoice you will now have the option to add a payment. This will automatically add a payment on the same day as the invoice. To access repeat invoicing go to Sales > Repeat Billing.

Flexible template-driven emails to accompany your invoices.

Tue, 23 Mar 2010 00:00:00 +0000

Fed up of using just plain text to send those all important invoices to your customers? Making your emailed invoices and recurring invoices arrive in style couldn't be easier with our new template driven emails. You can now brand and style your emails however you wish with our templates and easy-to-use editor.

More Franchisor features in the KashFlow Partner Programme

Mon, 22 Mar 2010 00:00:00 +0000

We've just packed loads of new features into our Partner Programme that will help Franchisors and their Franchisees get going with KashFlow including standardised charts of accounts (including pricing for Sales Types), the ability to copy product ranges between accounts and a number of new reports.

Making VAT calculations easier to reconcile

Mon, 22 Mar 2010 00:00:00 +0000

We've added more transaction details to our VAT calculations download, making it easier to reconcile against your KashFlow account.

Use PayPal Virtual terminal to take payments in KashFlow

Mon, 22 Mar 2010 00:00:00 +0000

To give customers another option for accepting payments in KashFlow, we've integrated with PayPal Virtual Terminal, giving you an even wider choice of merchant services providers.

New API calls - GetVATRates and GetKPIs

Wed, 17 Mar 2010 00:00:00 +0000

We've just added two new functions to the accounting API that programmers use to integrate other products with us and to develop new products. The first is GetVATRates that simply returns a list of all VAT rates in use by the account. The second is GetKPIs. this returns a number of Key Performance Indicators.

Icons for Bank Accounts

Wed, 03 Mar 2010 00:00:00 +0000

You can now choose an icon for each of your bank accounts. We hope this will make the system a little quicker and easier to use as youll be able to quickly identify which account you are dealing with. At the moment the selected icon only shows in a few places (under the main Bank tab and on the Overview page) but well gradually introduce it to other areas too. To select the icon for your account, just click the Edit Details button for it under the Bank tab

New Bank Reconciliation Options

Wed, 03 Mar 2010 00:00:00 +0000

Weve added a new setting for bank reconciliation. Currently the starting balance that is shown on the reconcile page is the sum of all previous transactions on the bank account, including any older transactions that havent yet been reconciled. You may prefer to have this figure only include older reconciled transactions. You can now select that option in Settings -> Advanced Settings -> Bank Reconciliation. If this option is enabled then the Starting Balance will be renamed to a Reconciled Balance and will only include older, reconciled transactions.

Reports now include transactions entered via the Bank section

Wed, 03 Mar 2010 00:00:00 +0000

Previously some of the reports such as Income by Sales Type only included data entered under Sales and Purchases. These reports now also include transactions entered under the Bank tab.

Automatically categorise Quotes when converted to Invoices

Wed, 03 Mar 2010 00:00:00 +0000

You can now have your quotes automatically change to a selected category when you convert them to invoices. You can set this option by going to Settings > Quote Settings > Change Quote Category. You will need to have already set up a category which you want to convert the quote to. You can create more categories by going to Quotes > Categories.

Ability to archive bank accounts

Wed, 03 Mar 2010 00:00:00 +0000

We have now added the ability to archive bank accounts. The bank accounts will appear faded and at the bottom of your list of accounts and no longer appear on drop-down lists when adding payments. You will still be able to view the transactions on the account as well as editing the details of the bank account. To archive a bank account go to the Bank screen and click Edit Details on the bank account you wish to archive and tick the checkbox next to the archived section.

Ability to add notes to a bank account

Wed, 03 Mar 2010 00:00:00 +0000

You can now add notes to individual bank accounts. We hope this will enable you to easily administer your accounts and have a central source for any information you need for your bank accounts such as SWIFT or IBAN numbers. You can add notes by going to the bank section and clicking the edit details for the account you would like to add a note too.

Create a linked Outgoing Type when creating a Sales Type

Wed, 03 Mar 2010 00:00:00 +0000

We've made it easier to set up stock management in KashFlow. You can now create an Outgoing Type at the same time as your Sales Type. When creating a stock-controlled Sales Type we will ask you if you want to create an Outgoing Type to link it to for stock control purposes To do this go to Sales > Sales Types and click on a Sales Type and then add a product. Tick the Manage Stock Levels Checkbox and also tick the Increment stock levels on purchase checkbox. You will have the option to select Create one for me which will automatically create an Outgoing Type for you.

Including your footer on a statement of account

Wed, 03 Mar 2010 00:00:00 +0000

It is now possible to include the footer text you've set for your invoices on a customers statement of account too. To enable this option go to Settings > Invoice Options > Display options and tick the box labelled Include footer on customer statement

Ability to mark bank transactions as reconciled when creating them

Wed, 03 Mar 2010 00:00:00 +0000

We've made it easier to reconcile transactions on the go. When creating or editing a bank item you will now see a checkbox which says reconcile. If you tick this box it will automatically add it to the list of reconciled transactions saving you time when running through the bank reconciliation later. To use this feature you need to go to Bank > View/Add Transactions and clicking on any bank transaction that isn't the result of a payment to an invoice or receipt.

New API function for importing vCards (VCF files)

Mon, 15 Feb 2010 00:00:00 +0000

We've added a new function to our accounting API that programmers can use to interact with the data in their KashFlow account. The new function allows you to convert a vCard VCF file to Customers or Suppliers in your account.

New API Functions for retrieving unpaid, overdue or recent invoices

Wed, 10 Feb 2010 00:00:00 +0000

We've just added three new functions to our Accounting API for web developers: GetInvoices_Overdue, GetInvoices_Unpaid and GetInvoices_Recent

Repeat Purchases to be multi-line