Changes and Additions To KashFlow

Listed below are some of the older changes/additions we've made since April 2007. For more recent changes, view our main Changes and Additions page.

Multi-delete quotes

9th February, 2010
You can now delete more than one quote at a time from the quotes section of KashFlow.

Tick the checkboxes on the right hand side and select 'Delete Quotes' from the drop down box at the bottom of the Quotes page.

Nominal Ledger Reports Now Include Project names

9th February, 2010
The Nominal Ledger Report now includes the project name. You can also now run a report by project:None and it will display all entries excluding any included in a project.

PayPal Transactions Conversion

9th February, 2010
The way we process PayPal transactions has changed to ensure a speedier conversion.

Display Journal Amount on Journal Screen

9th February, 2010
We have made it easier for you to idendify a journal entry on the Journal screen, when you go to the journal screen you will see the total of the journal as a new column so you can see at a glance what each journal value is.

Inclusion of PayPal ID in notes on imports

9th February, 2010
KashFlow will now include PayPal ID's in the notes of data imported from PayPal.

To enable this feature go to Settings > PayPal Imports > Settings (little edit icon next to your PayPal profile) > Payment Note

Tick the checkbox to include the PayPal Transaction ID in the payment notes.

This will also enable you to Search your data under a PayPal transaction ID to find the payment and invoice related to that transaction ID

QuickBooks Import

9th February, 2010
You can now import customers and suppliers from a QIF file exported from QuickBooks.

If you go to Settings > Import > QuickBooks Import and select the file it will import the customers and suppliers for you.

Ability to Delete Notes on Invoices

9th February, 2010
If you have added notes in an invoice you now have the option to delete it.

To delete a an invoice note go to the invoice and scroll to the bottom where Invoice Notes are. You will be able to edit and delete existing invoices notes as well as new ones created.

Maintain address on old invoices

9th February, 2010
KashFlow will now remember an old address for a customer when printing older invoices where the address has changed to ensure acurate historical records.

Sage Export Modification

9th February, 2010
More customer and supplier fields are now included in the sage Export as well as support for negative figures and advanced bank payments.

New Report: Expenditure by Sub Outgoing Type

9th February, 2010
You can now run a report to see your expenditure by Sub Outgoing Type. To run this report go to Reports > Expenditure > Expenditure by sub outgoing type.

Projects Shown on Bank Transactions

9th February, 2010
We’ve made it easier to identify which (if any) project a bank transaction is assigned to.

You can see the project number listed on the main list of bank transactions under the bank tab.

Secondly, it can also be included in the CSV download of your bank statements.

If you don’t already have projects enabled this can be done in Settings - > Project Settings

To enable the option to show the project information as mentioned above, go to Settings > Project Settings > Option 7 (Display assigned projects on Bank Transactions page).

Expense Items Sorted in Numerical Order on P&L

9th February, 2010
The Profit and loss will now display nominal codes in order of number if you have the show codes option selected.

To enable this go to Settings > Advanced Settings > Show Codes in Drop Down Lists.

Repeat Purchases includes a Quantity field

9th February, 2010
You can now add a quantity to your repeat purchase receipts.

To Create or modify a repeat purchase go to Purchases > Repeat Purchases.

To modify existing repeat purchases to include a quantity field click on the existing invoices and add/edit a new item.

Repeat Purchases to be multi-line

9th February, 2010
When creating repeat purchases you will be able to have more than one item on the receipts.

To Create a repeat purchase go to Purchases > Repeat Purchases.

You can also modify existing repeat purchases to include more than one line on the invoice.

Adding Multiple Lines to an Invoice

18th January, 2010
You can now add multiple lines to an invoice without returning to the invoice screen without clicking the 'Add Item to this Invoice' button.

To utilise this feature create a new invoice and click the 'Add Item to this Invoice' At the bottom of this screen you will see an 'Add more items to Invoice' Checkbox. If you tick this it will allow you to keep adding items untill you come to the end of the invoice.

Aged Creditors - Detailed Report

18th January, 2010
You can now access a detailed breakdown for the aged creditors report in the same way as the Aged debtors report.

To access this report go to Reports > General Reports > Aged Creditors and tick the 'Detailed Breakdown' - you will then see a detailed breakdown when you click 'next'.

Assigning Receipts and Invoice Lines to Projects

18th January, 2010
You can now assign invoice and receipt lines to a project rather than a whole invoice/receipt.

To enable this feature go to Settings > Project Settings > Option 6

Set your preferences and update and you will be able to use the feature.

Configurable Overview Page

12th January, 2010
You can now edit the graph which appear on the overview page.

To access this feature click the small spanner in the bottom right hand corner of the graphs.

You can select from Sales growth over the last 12 months, Profit and Loss for the past 6 months & Income by Source for the past 6 months.

Identify Receipts with Attachments

12th January, 2010
If you attach items to receipts you can now see a paperclip item on the purchases screen.

To enable this option go to Settings > Purchase Options > Enable Purchase Attachments Icon

Check the tickbox and you will see a paperclip icon next to all purchases with attachments.

Ability to Order Purchases by Date Entered As Paid

12th January, 2010
You are now able to sort purchases by the paid date.

To see use this feature go to Purchases and select the Ordered By drop down box. Select by Paid Date and it will sort all of your purchases by Date Paid.

Ability to Reuse Old KashFlow Receipt Numbers

12th January, 2010
If you have deleted a receipt you can now reuse its receipt number.

To do this open an existing or create a new receipt. You can overwrite the receipt number and you can now use one which has already been used and deleted.

Spelling Check When Emailing Quotes

12th January, 2010
You can now spell check the email you send out when emailing a quote.

To use this feature, after creating a quote, click 'Email Quote'. You will be able to click the 'ABC' icon in the bottom left to check the spelling.

Perl Module now available

5th January, 2010

If you're a programmer using the Perl language, you may be interested to know there is now a Perl Net::KashFlow module available for you to access our API.

For the module, see http://search.cpan.org/perldoc?Net::KashFlow

For more information on our API, see http://accountingapi.com

Additional Substitutions on Repeat Invoices

10th December, 2009

When you’re setting up a repeat invoice, you can use variables like %y and %m  which will be replaced with the current year and month when the actual invoice is created.

We also had the option for %m+1 which will be replace with the name of the next month. We’ve just added %m+2, %m+3, %m+4 and %m+5 so you can refer to months more than one month ahead.

So if you were billing every quarter for a service, you can set the description as “Service provide for period of %m+1 to %m+3”.
 
If you used that description on an invoice set to be created in January then when the invoice is created the text would say “Service provide for period of February to April”

Editing your Chart of Accounts

18th November, 2009

We’ve never had one central place where you can edit what accountants would call a Chart of Accounts or nominal codes.

Instead we’ve always had three distinct areas – Sales Types, Outgoing Types and Bank Transaction Types.

We’ve now added one central page where you can edit all 3 of the above types of code, as well as move codes from one area to another (ie, make an Outgoing Type and Bank Transaction Type)

You can also easily set whether it’s a turnover code or an expense code.

Once logged in to you account click on the Settings tab and choose Chart of Accounts from near the bottom of the page

Improved Outgoing Types

13th November, 2009

We’ve just upgraded the area where you manage your Outgoing Types (the things you purchase).

We’ve added a lot of the functionality that already exists for Sales Types (the things you sell).

So you can now set an Outgoing Type to auto-enter a price and details and also create items below the Outgoing Type.

For example you might buy fruit and want all purchases of fruit to show up as a single line on your Profit and Loss, but be able to also distinguish between apples and pears when you’re actually buying them.

These changes also feed into our stock control system. So a sub Outgoing Type can be used to replenish the stock levels of Sales Types and products.

Sending Quotes/Estimates using ViaPost Service

3rd November, 2009

Some time ago we added integration with ViaPost so that you can send invoices using their system.

We’ve now added the same functionality to quotes/estimates. So with a couple of clicks you can have a quote/estimate posted to your customers using snail mail, all for less than the cost of a first class stamp.

If you’re not yet using the ViaPost service then log in to your account and go to Settings -> ViaPost Settings for more information.

Sending Reminder Letters using ViaPost service

3rd November, 2009

Some time ago we added integration with ViaPost so that you can send invoices using their system.

We’ve now added the same functionality to reminder letters. So with a couple of clicks you can have a reminder letter posted to your customers using snail mail, all for less than the cost of a first class stamp.

If you’re not yet using the ViaPost service then log in to your account and go to Settings -> ViaPost Settings for more information.

Monthly P & L Report

3rd November, 2009

We’ve just improved our Monthly P & L report. You can now filter the results based on Project.

Also, the downloaded CSV file contains a complete breakdown of all the data.

WHMCS Integration

2nd November, 2009

WHMCS have just released integration between their billing & client management system and KashFlow.

For more information see http://wiki.whmcs.com/KashFlow_Accounting

Allowing the Support team to log in to your Account

26th October, 2009

Occasionally the support team may ask you for access to your account to troubleshoot a problem for you.

We’re not keen on having passwords sent via email so we’ve devised a new way to do this.

Under the “Help” tab, at the bottom of the page, you’ll see a tick box to enable access to your account by the support team.

If you tick this then we’ll be able to log in to your account to help resolve your query. Once the query is resolved you just un-tick the box and we no longer have access.

Archiving Sales Types and Bank Transaction Types

23rd October, 2009

Sometimes you may have a Sales Type that you no longer want to use but you don’t want to delete as you have older invoices assigned to it.

When editing the Sales Type you will now see a tick box at the bottom of the page to allow you to archive the code. If you tick this box then the code will no longer display in drop down lists when creating new invoices. It will however show if you edit an invoice line that is already assigned to that code.

The same functionality has been added to Bank Transaction Types and will also shortly be added to Outgoing Types

New Reports in KashFlow Accounting API

12th October, 2009

We’ve just added two new methods to our accounting API. The accounting API is used by programmers who want to connect to their KashFlow accounts to read/write data.

The two new methods are GetIncomeByCustomer and GetAgedDebtors.

Displaying your own VAT Number on Invoices

30th September, 2009

If you’re VAT registered then when you create an invoice in KashFlow, your VAT number is shown on the invoice and prefixed with “VAT Registration No:”

We’ve just added the ability to change the text the number is prefixed with or even remove it entirely. 

We don’t recommend removing it entirely if you’re a UK customer as it’s a legal requirement to show your VAT number on the invoice if you’re charging VAT

Additional data on Income by Product or Sales Type report

28th September, 2009

We’ve just upgraded the Income by Sales Type and Income by Product reports.

When you click the link to download the report to a CSV file to a spreadsheet, the file will now contain the description that was entered for the relevant line on the invoice

Support for Withholding Tax

25th September, 2009

Recently we added support for CIS Accounting. The tax module that deals with this is highly configurable and is intended to be used for the withholding taxes used in some countries.

We’ve just added some additional options so that you can configure so that the rate of WHT to be applied is dependent on the type of good/services being bought/sold rather than who it is being bought from or sold to.

In Settings -> WHT Options, choose to have WHT rates based on the type of goods/service bought, rather than the customer or supplier. You also have the option to show the list of rates applied on the invoice for your own or your customers/suppliers reference.

Once enabled thenin Sales -> Sales Types and Purchases -> Outgoing Types, you can edit an item and set the appropriate WHT rate for it.

When you view an invoice or a receipt, if it contains a line that is set to a Sales Type or Outgoing Type that has a WHT rate other than zero, then a button will appear to add a WHT deduction to the invoice.

The amount of WHT deducted will be based on the value of each line and the rate set for the Sales/Outgoing Type

Link to Customer/Supplier from Print Preview

25th September, 2009
We’ve added a link on the print preview page for invoices, receipts, remittance advice and quotes so that in one click you can go straight back to the relevant customer or supplier page.

Import Opening Balances and Nominal Ledgers

21st September, 2009

We’ve just added an extra import option. As well as migrating from Sage and importing CSV files, you can now import a Nominal Ledger report or a Trial Balance report in order to create opening balances.

If your Trial Balance includes nominal codes not yet listed in your KashFlow account then they’ll be automatically created for you.

To access this new option, go to Settings -> Import Data

Audit Trail Report Added

14th September, 2009

We’ve just added an Audit Trail report. This report gives you a list of all transactions that were created/edited between two dates, or dated between two dates.

All entries across the system are assigned a unique transaction number. The report provides details of any previous versions of a transaction so you can see when it was edited as well as what exactly was changed.

You can chose to also show any delete items complete with the history of any revisions.

As this report has only be implemented today (14th September 2009), existing customers will only be able to report on transactions created/edited from today onwards.

The report can be found in Reports -> General Reports

CIS Accounting and Withholding Tax (WHT)

4th September, 2009

If you’re in the UK construction industry then you may need to make deductions (or have deductions made) under the Construction Industry Scheme (CIS). Similarly, in other countries you may have to apply what is called a Withholding Tax.

We’ve just added a load of functionality that will make this incredibly painless. To configure it, just log in to your account and go to Settings -> CIS Options.

To get the information you will need to report to the authorities, go to Reports -> General Reports and choose CIS Summary Report

User Pemissions

27th August, 2009

Two third-party companies have just released add-ons for KashFlow that allows for sub-users with limited access to different areas of the system. For more information, see the KashFlow blog entry at http://blog.kashflow.com/2009/08/27/user-permissions-via-the-api/

Renaming Fields on Invoices

25th August, 2009

Due to an increasing number of customers outside of the UK, we’ve added the ability to rename various fields on invoice so you can further customise them to your needs.

The fields you can rename now include: customer reference, account, Invoice Number, Invoice Date, Due Date, Qty. Description, Rate, Total column, Net Amount and Invoice Total.

To access this option, go to Settings -> Invoice Options -> Display Options

Improved Bank Reconciliation

11th August, 2009

When you reconcile a bank account – that is, match up all transactions in KashFlow to the transactions on your bank statement – you’ll see a message pop up prompting you to lock transactions for the bank account up until the reconciled date.

This removes the possibility of you accidentally editing or deleting an items that effects that bank account and messing up your reconciliation.

You can also control this setting manually by clicking the “Edit Details” button next to the bank account under the “Bank” tab

Changing the sort order of Repeating Invoices and Purchases

11th August, 2009

KashFlow lets you set up automatically repeating sales and purchases to saver you having to manually enter the same data each month.

These can be accessed in Sales -> Repeat Billing or in Purchase -> Repeat Purchases

Your list of repeating/recurring items has always been in chronological order. We’ve just added the ability to sort them by a number of other fields too (i.e., customer name, amount, etc)

Just click on the column heading to change the sort order.

Default Codes on CSV Exports

11th August, 2009

You’re able to set the default sales type and default outgoing type for customers and suppliers in order to save time when recording invoices.

However, this information wasn’t included in the CSV files you can download containing all of your supplier and customer data.

It now is.

The supplier report is in Reports -> Expenditure Reports –> Suppliers Report
The customer report can be found at Reports -> Income Reports -> Customers Report

Easier Access to Journal Templates

1st August, 2009

You can enable the Journal in Settings - > Advanced Settings

For each journal entry you have the option to tick a box to save it as a template in case you need to regularly enter a similar journal

It’s been pointed out to us that it’s sometimes hard to find which journals are used as templates as you need to click through to edit an entry to find out if it’s set as a template or not.

So we’ve added a way to easily list your templates. On the Journal page there is a drop-down list that says “Displaying…” where you can choose to filter the list of Journals (ie, this months, last months, etc).

We’ve added a new option to this list and labelled it “Templates”. If you select this then only journals set as templates will be listed.

Including Opening Balances on Nominal Ledger Report

1st August, 2009

We have a report that lists all transactions assigned to specific codes for a specified period. It's called a "Nominal Ledger Report"

We’ve now added the option to include the opening balance.

So if you are looking at all transactions between 1/1/2009 and 31/1/2009 you now have the option of including the sum of all transactions prior to 1/1/2009.

The Nominal Ledger Report can be found in the General Reports section under the Reports tab.

Sending Statements using the ViaPost Service

28th July, 2009

Some time ago we added integration with ViaPost so that you can send invoices using their system.

We’ve now added the same functionality to customer statements. So with a couple of clicks you can have a statement posted to your customers using snail mail, all for less than the cost of a first class stamp.

If you’re not yet using the ViaPost service then log in to your account and go to Settings -> ViaPost Settings for more information.

Prune your list of VAT Rates

27th July, 2009

As we have KashFlow customers all over the world, we try to list all relevant VAT rates based on your default currency symbol.

This can be slightly annoying if you only ever use a couple of the available VAT rates.

So now you can choose which rates should be listed in your drop-down box.

Simply go to Settings – VAT Settings. Near the bottom of the page you’ll see the option to add and remove rates.

Automatically Lock Transactions After Submitting a VAT Report

22nd July, 2009

In Settings -> Advanced Settings you have the option to lock transactions up to a certain date.
We’ve now added an option in Settings – VAT Settings to automatically lock transactions after you submit a VAT report.

So if you run and submit a VAT report for the period ending 31/3/09 and have this option enabled, the transaction lock will be turned on and you won't be able to enter any transaction on or prior to 31/3/09.

If you don’t lock transactions and you later enter items in a date range covered by an earlier VAT report, don’t worry – these will be picked up and reported on your next VAT return. This setting is controlled in Settings - > Advanced Settings -> VAT Reconciliation.

Improvements to Stock Control

21st July, 2009

For a long time now you’ve been able to manage the number of items you have in stock of a particular product. You enter the amount you have in stock and it automatically decreases when you raise an invoice containing that item.

We’ve now added the ability to increase stock levels based on your purchases.

First ensure you have stock control enabled in Settings -> Stock Options

Then edit a Sales Type (Under the Sales Tab) or a product. Tick the box to say you want to manage stock levels. Some new options will appear including “Increment Stock Levels on Purchase” – select the Outgoing Type you want to use to increment the stock levels.

Click update.

Now create a receipt (Purchase Invoice) and select that Outgoing Type for one or more of the receipt lines.

When you view the receipt you’ll see a section called “Received Stock” or “receiving Stock”. This will list all items on the receipt that are set to increment stock levels. As soon as you receive those items just click the link to mark it as received and your stock levels will be automatically updated.

As ever, we welcome feedback on this new functionality so we can further improve it for you.

Improvements to File Upload Facility

17th July, 2009

Earlier in the week we released the ability to upload files to your receipts.

We've just improved this today so that once the file is uploaded you can edit its name to something more descriptive.

Go to the Purchases tab, select a receipt. Scroll down to the area for attached files.

Hover over an attached file and you'll see an edit icon appear (next to the red delete icon). Click this to change the name of the file.

 

Project Reports

16th July, 2009

We’ve extended the number of reports available for your projects. This lets you analyse income and profit based on specific projects, rather than your business as a whole. We’ve also improved the appearance of the report listing.

Projects can be renamed to Departments, Sales People or anything you like.

To enable and rename Projects, go to Settings -> Project Settings.

Attaching Files to Receipts

14th July, 2009

You can now upload files (images, documents, PDFs, etc) to be stored along side your receipts – or Purchase Invoices as the accountants would call them.

For example you could upload a scanned copy of the original receipt.

Just view a receipt or create a new one. At the bottom of the page you should see a section labelled “attached files”, along with a link to upload a file.

There is no limit to how many files  you can upload.

Default Customer Reference

13th July, 2009

You can now set a default customer reference field for each of your customers. This can be set by selecting a customer under the “Customers” tab.

The name for the customer reference field can be changed to anything you like in Settings -> Invoice Options -> Display Options

When you create a new invoice, the customer reference field will be pre-filled with whatever you entered as the default for the selected customer

This has a number of uses.

For instance you may have renamed “Customer Reference” to “Purchase Order” and the customer has an ongoing PO number for business with you. This will save you re-entering it each time.

Another example is if you need to record or display secondary reference field for your customers (in addition to the Customer Code).

In the Settings page mentioned above you can also set the Customer Reference (or whatever you’ve renamed it to) field to display on the PDF invoices

Change the KashFlow Colours

10th July, 2009

If you don’t like the strong pink and blue colours we use in KashFlow, you can change them to anything you like.

Click Settings and choose Colour Settings.

If your account is managed by one of our partners then you won’t have access to this option as colours are set by the Partner.

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.

Bulk Invoice Payments

18th May, 2009

We’ve improved the screen where you record a bulk invoice payment. This is found by clicking the “Bulk Payments” button under the Sales tab.

Typically you’d use this if you are paying money into your account that has been received to cover multiple invoices.

We’ve made it much quicker and easier to select multiple invoices from this screen.

Foreign Currency PayPal Transactions

18th May, 2009

Using our PayPal Accounting add on, we sometimes receive transactions from PayPal that are in a foreign currency yet don’t have any exchange rate data.

You can now select to have these converted using the exchange rate data we already hold on file for the exchange rates.

The setting is accessed in Settings -> PayPal Imports, and then edit the profile.

It is enabled by default for new users. But it is disabled by default for existing customers because we don’t want to change how things work without you knowing about it!

Default Defaults

6th May, 2009

When you record sales and purchases you are asked to select a sales/outgoing type. It defaults to “Other”. Leaving this set to Other is easy but wrong. It makes it virtually impossible to get any meaningful analysis out of your accounts.

It is possible to set a default Sales Type for each of your customers and default Outgoing Type for each of your suppliers (i.e. “Telephones” for BT), but if you don’t explicitly set this then this defaults to “Other” too.

We’ve seen a few occasions where people have classed everything as “Other” and then had to spend considerable time tidying it all up.

To stop this happening in the future, we have added the option of choosing the Sales Type that new customers should default to. A sort of default-default if you like.

In Sales -> Sales Type you set this at the bottom of the screen. Then when you create new customers they’ll be set to this Sales Type as their default Sales Type for new invoices for that customer. You can of course edit it.

It’s just intended to allow you to be as lazy as possible and still enter meaningful data.

The same applies on the Purchases/Suppliers side of thing, just see Purchases -> Outgoing Types

Customer and Supplier Notes

27th April, 2009

Rather than one big text box for your customer and supplier notes, we’ve now added the ability to easily keep and manage individual notes.

If you already have text in the large text box, this will still be displayed. If you didn’t have any text in that box for the customer/supplier you’re viewing, then it will no longer appear.

Show payments received on invoice PDF

26th April, 2009

A number of KashFlow users have said they want their invoices to show the total of payments received below the total, so that the recipient can easily see how much is outstanding.

This is a feature we’ve now added. It can be enabled in Settings -> Invoice Options -> Payments and Discounts

Less intrusive pop-up messages

22nd April, 2009

When the software wants to give you a message, such as “The invoice has been created”, it used to be quite invasive as the message was in the middle of the screen.

We’re implementing a new way of showing you messages. You should now see a message appear at the top of the screen for a few seconds. It’ll then automatically disappear. As well as looking a lot nicer, this should be less intrusive.

There will currently still be a number of old style messages shown, but we’ll gradually be replacing them.

CRM Integration + Time and Project Management

17th April, 2009

We’ve just announced a CRM application that’s integrated with KashFlow, as well as two more Project and Time Management applications.

Details are on our blog at http://blog.kashflow.com/2009/04/17/new-integrations/

Mr Site Offer

15th April, 2009

We've just announced a partnership with Mr Site Takeway Website. KashFlow customers can now get their products at a huge discount.

See http://www.kashflow.co.uk/mrsite.asp for full details.

KashFlow Subscription Invoices

14th April, 2009

You can now get easy access to all of your monthly subscription invoices.

just go to Settings -> Manage Subscription.

If you have a paid subscription with us then you’ll see a link in the “Account Information” section of the page to get to a list of the invoices that are automatically generated for your KashFlow subscription.

A faster Projects section

8th April, 2009

We’ve made some changes that should make the Projects section significantly faster.

If  you’re not already using the Projects section, you can enable it in Settings - > Project Options

Bank Account Money Order

7th April, 2009

Small change to Trial Balance

5th April, 2009
We’ve added an option to the Trial Balance report so you can have it not list accounts that have a balance of zero.

easywebstore Integration

2nd April, 2009

The easywebstore ecommerce system is now fully integrated with KashFlow. An exclusive discount is available to KashFlow users

See http://www.kashflow.co.uk/ews.asp for more details

New Report: Health Check

23rd March, 2009

We’ve just added a new report called a Health Check. You can find this in the General section under the Reports tab.

This report runs a check on a number of areas of your financial data to see how your business stacks up against a number of "Rules of Thumb". It then provides you with a score based on your performance.

As with everything, we’re always open to suggestions on how this can be improved.

An example can be found at www.kashflow.co.uk/healthcheck.pdf

VAT Cash Accounting Options

21st March, 2009

As part of our ongoing process of improving KashFlow for our numerous customers outside of the UK, we've extended the VAT options.

VAT Cash Accounting is a scheme that allows you to calculate your VAT liability based on the dates payments were actually made and received, rather than based on invoice dates.

In some countries it's possible to be registered for cash accounting just for sales, but to still have to account for purchases on the date of the invoice rather than on the date the invoice was paid. So we've now extended the VAT options to reflect this.

In Reports -> VAT Management & Reports ->  VAT Settings you now have two tick boxes for the cash accounting scheme; one for sales and one for purchases.

Transfers Between Bank Accounts

20th March, 2009

If you have more than one bank account set up under the “Bank” tab, then you’ll see a button to help you quickly transfer money between accounts.

Previously this created two separate transactions – one to debit the first account, and another to credit the second account.

This has now been changed so that this process only creates one transaction – taking money directly from the first account and putting it into the second.

There’s no change to what you need to do to transfer money. It’s just how the transfer is  represented in the underlying accounting data that has been improved.

ViaPost

17th March, 2009

In Settings -> ViaPost Settings you can enter your credentials to send invoices using ViaPost.

Occasionally part of the address on the invoice was showing underneath the address “label” added by ViaPost.

We’ve now updated the system so that invoices sent to ViaPost don’t show the address on the actual PDF. This should solve the problem.

Credit Notes

16th March, 2009

We’ve made it much, much easier to apply credit notes to existing invoices.
You record the credit note in the usual way (as an invoice for a negative amount).
Then when you are viewing an unpaid invoice for the customer you’ll see the credit note listed in the drop-down list at the bottom of the page next to the “apply advanced payment” button.

Once click of the button and the credit note is applied to the invoice.

The same procedure can be used on the purchases/receipts side of things.

Non-EC Sales List

20th February, 2009

Some countries in Europe are required to provide a list of sales made to countries outside of the EC.

Similar to an EC Sales List, but for countries outside of the EC as opposed to other EC member states

Detailed Aged Debtors Report

20th February, 2009
We’ve just updated our Aged Debtors report so that you have the option of getting a full invoice-by-invoice breakdown.

Customers outside of the EC

16th February, 2009

On your customer records, you can now tick a box to say the customer is outside of the EC (ie, USA, China, etc). When you add an invoice to a customer with this option set,  the VAT will default to 0%.

As a part of this update, we’ve removed the “This customer is in another EC Member state” from the customer page of users that are not VAT registered.

Additions to the accounting API

15th February, 2009

We've added the following functions to our API:

DeleteInvoice
DeleteInvoicebyID
DeleteInvoiceLine
DeleteInvoiceLineWithInvoiceID
DeleteReceipt
DeleteReceipyByID
DeleteReceiptLine
DeleteReceiptLineWithReceiptID
InsertReceiptLine
InserReceiptLineFromNumber
GetJournal
DeleteJournal
DeleteJournalByID
DeleteBankTransaction
GetBankBalance
UpdateJournal
UpdateJournalHeader

They're not yet documented in our API manual, but they should be pretty self-explanatory.

Quarterly Repeat Invoicing

4th February, 2009

KashFlow now supports quarterly repeat invoicing, 6-monthly repeat invoicing and even once every 4 months (surely there’s a name for that? “thirdly” ?)

Go to Sales – Repeat Invoices. As well as the usual Weekly, Monthly and Annual options, you’ll now see an option called “Multi-month”. With this option you can select which months you’d like your invoice created in.

We’ve also taken this opportunity to include projects and customer reference fields on your repeat invoices should you wish to use them.

Advanced Time, Job and Project Management

30th January, 2009

We've just published slick and seamless integration with WorkflowMax to give you great time, job and project management.

Click here for more details.

Payments on Account and Overpayments

26th January, 2009

We’ve made it a lot easier to deal with payments on account and overpayments.

For more information, see the help document here.

Sage to KashFlow Migration

20th January, 2009

We’ve just released a tool that will migrate all of your data from Sage to KashFlow. No doubt there are still a few bugs in it at the time of writing (20/01/2009). We’ve ironed out as much as we can with the small group of beta testers who have been trying it.

It’s now publicly available for anyone to try. Please report any bugs you find to people [at] kashflow.co.uk.

The tool, along with instrucutions can be found here.

Multi Currency Purchases

18th January, 2009

We recently added multi-currency accounting for invoices and quotes. A lot of you got in touch and said you desperately needed it on the purchases side of things too.

So this has now been added.

Just go to Settings -> Currencies to set up you currency list. Then, when you are recording a new purchase, you can select the currency.

You can also set up default currencies for suppliers.

Multi Currency Accounting

7th January, 2009

We now support invoices and quotes in multiple currencies.

Go to Settings -> Currencies and set up as many foreign currencies as you like.

When you create an invoice or a quote you can select the currency you want to use. You can set default currencies for your customers.

Exchange rates are automatically updated  every day based on rates received from the European Central Bank.

This addition is a free upgrade to all KashFlow users

Note, we don’t yet provide support for foreign currency bank accounts.

Google Maps Link

5th January, 2009
You should now see a map icon next to the postcode on your "Customers" page. 

Clicking this will open a Google Maps page showing the customers location.

Invoice header right aligned

15th December, 2008

It’s been pointed out that if you use the ViaPost service to send invoices via post at a click of a button then the address ‘label’ that they put on your invoice can sometimes cover up the heading where it says “Invoice”. 

To get around this we’ve added a new option to have the heading aligned with the right-hand text box at the top of the invoice.

This can be accessed by going to Settings -> Invoice Options ->  Header Options

Quantity Field on Purchase Orders and Receipts (Purchase Invoices)

13th December, 2008

You can now enable a quantity field on your receipts, pretty essential if you're using the Purchase Orders facility we provide, although it can be used without Purchase Orders being enabled.

By default this is turned off but it can be enabled by going to Settings -> Purchase Order Options.

Deleting Reconciled Payments

12th December, 2008

If you attempt to delete a payment from a receipt or invoice payment that has been marked as reconciled on your bank statement, you now get an additional warning.

You’ve always been asked to confirm that you want to delete the payment – but now there is the extra warning to point out that It’s been marked as reconciled.

Sending Invoices via Post

11th December, 2008

We’ve teamed up with ViaPost so that you can send invoices via the traditional postal service at the click of a button. It costs less than a first class stamp and there’s no licking involved.

To get up and running just log in to your KashFlow account, go to the Settings tab and click on ViaPost Settings (at the bottom of the page). 

The boss's comments about this new service can be found on the blog.

Automatic Debt Chasing and Collection

8th December, 2008
The guys at Getting Paid have integrated their automated debt collection system with KashFlow. It's not as scary as it sounds. Essentially they provide a system that will send messages to your customer before an invoice becomes overdue and then chase them afterwards. All very customisable too.

Searching for Customers

6th December, 2008

The customer postcode is now shown in the results when you use the search box at the top of the Customers page.

A number of KashFlow users had asked for this so they can differentiate between customers with similar names.

Changes to VAT - Especially FRS!

25th November, 2008

As no doubt you’re aware, the standard rate for VAT in the UK is dropping to 15% as from Monday. No changes were needed to the software to deal with this. If your default rate is currently 17.5%, then when you wake up Monday morning it will have changed to 15%.

The bigger issue that most other software vendors seem to be overlooking is with the Flat Rate Scheme. The rates for FRS are also changing on Monday. Unless you’re lucky enough to have your VAT period end on 30th November then your next VAT Report will have to be calculated in two parts – the first part at  the old (current) rate, and the second part (on and after 1st December) at the new lower rate.

As you’d expect, we’ve made it easy for you.  All you need to do is click the VAT Settings button under Reports –> VAT Management & Reports.

You’ll see the box where you have your rate and below that another box for the previous rate. All you’ll need to do for your next VAT report is enter your new rate in the main box, and your old (higher) rate in the second box provided. We’ll take care of the rest for you.

If your VAT period ends on 30th November, then this won't be an issue for you this year – but it will be next year as the VAT rates are supposedly returning to normal on 1st Jan 2010. Needless to say, we’ll be here to help then too.

Converting Bank Transactions to Purchases

25th November, 2008

You can now convert a bank transaction into a new purchase receipt.

The option is found in the drop-down list at the bottom of the list of bank transactions in the “Select an Action” drop-down list.

Quote Totals

25th November, 2008

We’ve added two new settings related to the total on your Quotes.

One allows you to display a total of all quotes on the main Quotes page. The other allows you to default new Quotes to not show the total value on the printed/emailed PDF file.

Both of these settings can be found in Settings -> Quote Options (or Estimate Options if you renamed Quotes)

Quote Categories

20th November, 2008
We’ve now added a table at the top of the Quotes/Estimates page so you have a quick reference for any categories you may have set up for your quotes or estimates.

The KashFlow Blog

18th November, 2008
We’ve just made live our own KashFlow blog at http://blog.kashflow.co.uk

Quickly adding new Customers, Invoices, etc

14th November, 2008

At the top of the page, next to where the printer icon and help icon are displayed, you will now see a new icon.

This is so that you can quickly add a new customer (if you’re in the customers area) or a new supplier (if in the suppliers area), etc.

Bulk Printing of Customer Statements

7th November, 2008

A week or two ago we added the option to bulk email statements. We’ve now also added the option to print a number of statements in one go.

Under the Customers tab, click the checkbox next to the customers for which you want to print a Statement. Then, at the bottom of the page from the “select an action” list, choose “Print Statement(s)”

Tax Rates Breakdown

6th November, 2008

You now have the option of having a breakdown of the different rates of VAT on your invoice just before the total. Or you can just have the total amount of VAT.

To change this settings go to Settings - > Invoice Options -> Tax Options

Supplier Bank Details

5th November, 2008
We’ve added a couple of boxes to the supplier page specifically for the suppliers bank account details. At the same time, we upgraded the Expenditure By Payment Method report so that you can include these bank details. 

This is mainly for those who wish to print of a list of transactions that they are paying by bank transfer.

Footer Text on Invoices

30th October, 2008

As it’s now a legal requirement for UK Limited companies to show their registered address on invoices, we thought we’d better  make it easy to add this.

So, in Settings -> Invoice Options - > Display Option, you’ll see a new option at the bottom of the page to add a footer to your invoices. You can also change the color of the text by clicking the colored box to the right of the text box.

Deleting Receipts and Invoices

29th October, 2008

We’ve made it easier to delete receipts and invoices in bulk.
If you’re just playing with the software prior to using it for real then this can be a useful way to quickly delete all or most of your invoices or receipts.

Under the Sales tab, tick the box next to the invoices you want to delete. Then choose the “delete invoices” option from the Select an Action drop-down list and click “Go”
The same applies to receipts under the Purchases tab.

If you enabled the transaction lock to stop transactions prior to a certain date being changed (Settings -> Advanced Settings),t hen any invoices in the locked period will be highlighted to you and you won’t be able to delete them unless you remove the lock.

There are of course plenty of warnings to make sure you don’t accidentally delete anything.

Bulk Printing and Emailing of Invoices

28th October, 2008

You can now email and print invoices in bulk.

Under the Sales tab, simply tick the box next to the invoices you want to email or print (or use the box at the top of the page to select them all).

Then from the “Select an action” list at the bottom of the page choose your desired action. Click “Go”, et voila!

Sending Multiple Customer Statements

28th October, 2008

You can now send statements to multiple customers in just a few clicks.

Go to the Customers tab, tick the box next to each customer you wish to send a statement to.

At the bottom of the page in the “Select an action” drop-down list, choose “Send Statements”. Click Go and follow the on-screen instructions.

Income By Product Report

27th October, 2008

We’ve just added a new report – Income By Product.

This is virtually identical to the existing Income by Sales Type report, but it’s based on products rather than Sales Types.

A Sales Type can have many different products below it. A simple example would be “Fruit” as the Sales Type and “Apples” and “Oranges” as the actual products.

As usual, there is a button to download a CSV file containing more in-depth information.

Self Assessment

24th October, 2008
We’ve just added a new report to help you with the figures for your Self Assessment form. This can be found  in Reports – General Reports.

Default Date

22nd October, 2008

When you create a new invoice, purchase or bank transaction – it defaults to today's date.

We’ve had a number of customers comment lately that this can be a bit of a pain if you are entering a batch of invoices from earlier in the month. Essentially you need to keep changing the date from today's date to whatever date you are working with.

So we’ve just upgraded the software to make this a bit better. When you create a new invoice (or purchase or bank transaction) it will check to see if you’ve already entered an invoice during this login session. If you have then it’ll default to the date you used for that invoice. If you haven’t then it’ll default to today's date.

A nice simple change that should have no impact whatsoever on those of you who were happy with how it was, but should help out those who wanted this feature.

Default Payment Method for Suppliers

20th October, 2008

You often pay your supplier in the same way. For instance your ISP may always be paid by Direct Debit and your Landlord by cheque.

To speed up entering these payments you can now select a default payment method for your supplier.

When you are adding a payment to a purchase from this supplier then the chosen payment method will be automatically selected for you.

Spell Checking

16th October, 2008

We've added a spell check feature.

When you are adding or editing an invoice or quote line you will see a "abc" button below the text box. Click this to check the spelling in the description box.

We've also added it to the page where you email an invoice so you can spell check the body of the email.

If you spot anywhere else where it would be useful, do let us know.

Notes on Invoices and Quotes

15th October, 2008

You can now enter your own notes on invoices and quotes. These are used for internal purposes only and not shown on the invoice. These typically would be used to record notes about chasing payment or any queries on the invoice.

You should see a link to activate this setting at the bottom of the page where you view your quotes and invoices.

Income By Sales Type

14th October, 2008

We’ve just improved our Income by Sales Type report. You can now filter the results based on Source and/or Project.

Also, the downloaded CSV file contains a complete breakdown of all the data

Searching your Data

13th October, 2008

We now have a powerful search facility that will search virtually ALL of your accounting data. On every page within KashFlow you should see a box at the bottom right that says “Search your data”. Enter a search query and it will return matches for you.

You can enter a part of a customer's postcode, a part of a description on a receipt/invoice or payment note or the value of a payment or invoice + much more.

Monthly VAT on Overview Page

13th October, 2008

For a while we’ve offered to show you your growing VAT liability for the current period. This only supported VAT quarters. We’ve now upgraded this to support those that send a VAT return on a monthly basis.

To get to this go to Reports- > VAT Management & Reports -> VAT Settings

A few little changes

12th October, 2008

We’ve made a few little changes/additions this weekend.

When you create a quote, you can now select a Project on the first Quote creation screen rather than having to wait for the second screen. So it’s now in line with the way you assign invoices to projects.

One of our reports – the Customer Purchase History – was hidden away on the customer page. It’s now listed on the Reports page.

You can now include a comment when you transfer money between accounts.

We’ve added an additional line to the Balance Sheet so you can see instantly that it balances.

When you add a new line to an invoice and select a Sales Type that has sub-products, the products are now listed in alphabetical order rather than the order in which you created them.

The Nominal Ledger Report can now show you all items that are NOT assigned to a project. Tick the box to filter by project and select “none” in the list of projects.

Nominal Ledger Report

6th October, 2008
We've just upgraded the Nominal Ledger Report (on the main software and on the Partner Programme). 

It's now about 10x faster than it was and it also contains additional information (what the accounts would call the 'narrative').

Online Filing of VAT Returns and EC Sales Lists

30th September, 2008

If you’re VAT registered then you’ll be pleased to know we’ve just added a feature that will save you even more time.

You can now file your VAT returns with HMRC directly from within KashFlow. The next time you run a VAT report you will see information about where to enter your online filing credentials.

If you’re not already registered for online filing then we strongly suggest you start the ball rolling now so that you have all you need when it comes to filing your next VAT return.

If you sell to customers in other EC states then you’re required to also submit an EC Sales List. KashFlow will also handle this for you automatically.

All of this new functionality has gained "recognised" status from HMRC themselves for filing returns online.

VAT Reconciliation and Saved VAT Returns

23rd September, 2008

We’ve just released a fairly major upgrade to the VAT functionality in KashFlow.

Firstly, when you run a VAT report and click the “Submit” button at the bottom of the page – the VAT return is now saved (along with an EC Sales List if applicable) so that you can later retrieve it. If you try to run a VAT report for the same period again then you’ll be told that there is already a submitted report for the period and be given the opportunity to view it.

Secondly – we’ve added VAT reconciliation. What this means is that if you submit a VAT report for January to March and then later in the year you find some receipts that you forgot to enter – KashFlow will automatically detect those receipts and include them in your next VAT report.

This is an off and on-able feature, although we’re not sure why you’d ever want to turn it off. There is also a setting for how far back KashFlow will search for undeclared items. You wouldn’t want to set this to any earlier than the date we’ve entered for you - 23/09/2008 (the date we released this functionality). The only time you’d need to change this date is if you went from being non-VAT registered to VAT registered. In which case you’d want to enter the date you became registered. This setting can be found in Settings -> Advanced Settings.

Purchase receipts, sales invoices and bank transactions are all included in the VAT reconciliation process.

Editing Description, Sales Type and Outgoing Type on Individual PayPal Transactions

21st September, 2008

This is an update for customers using our PayPal Accounting import service.

When you configured your settings (Settings -> PayPal Data) you would have selected an outgoing type for your purchases and a sales type for your invoices. Whatever you selected would have been the sales/outgoing type used when invoices and receipts are automatically created for you.

We've now added the ability to individually change the sales/outgoing type for each of your PayPal transactions. When you are viewing your pending transactions list, you should notice that it says - next to each transaction - what your default sale/outgoing type is. You can click this to change it to something else just for this single transaction.

Then, when you choose to create an invoice or receipt from the transaction, it'll be assigned to the newly selected sales/outgoing type instead of to the default selection.

You can also edit the description of a transaction. To do this, just click the pen icon to the right of the current description.

This has all been done in such a way as to make it a very fast and slick process.

More Space for Descriptions on Invoices

20th September, 2008

We've made the description box for items on invoices and quotes a little wider.

We've also made the height of the text box grow as you add more text. This will make it easier for you to see the whole invoice item description without having to scroll up and down.

Comments for Journal Entries on drilldown.

18th September, 2008

When you view a report such as a Profit & Loss, Balance Sheet or Trial Balance – you can drill down to the actual underlying transactions.

Although this page was showing the description entered for the transactions entered via the bank, purchases or sales areas, it wasn’t showing the comment if the transaction was from a journal entry.

This has now been updated to include comments for journal entries.

Automatic Backups

15th September, 2008

We’ve always had the ability to export all of your data in Sage/CSV format from Reports - > General Reports - > Sage Exports. Now you can automate this process so that you are regularly emailed a full backup of all of your accounting data, either monthly or weekly.

Just go to Settings - > Backup Data to set your options. Accountants using our Partner Programme can go to the Clients tab, select a client and then click on Automatic Backups

Copy to/from Receipts

13th September, 2008

We have a 'Copy' button at the bottom of quotes, invoices and repeat invoices that lets you copy the quote, etc to another quote, invoice or repeat invoice. We've just added the copy button to receipts. So as well as copying from receipts, you can now copy to receipts.

PayPal Accounting Transactions in foreign Currencies

9th September, 2008

There was an issue with our PayPal Importer in that if you had a transaction in a foreign currency and chose to process it (ie, to create an invoice or receipt), the amount wouldn’t have been converted into your home currency.

This has now been corrected.  On the Settings page for your PayPal Profile (Settings -> PayPal Imports -> Edit), you will need to tell us what the main currency you use is. As the majority of our customers are in the UK, we have defaulted this to GBP.

The transaction amount will be converted to your home currency at the exchange rate that PayPal applied at the time of the payment. The original value and currency will be added to the description of the item.

PayPal Imports Invoice Date

5th September, 2008

It’s come to our attention that when an invoice is automatically created in KashFlow for a sale made via PayPal, the invoice was being dated with the day the invoice was created – not the day the payment was received. Usually these would be the same dates – apart from backdated transactions.

This can cause problems for accrual-based VAT returns.

We’ve now corrected this so that the automatically created invoice is dated the same date as the payment. The same applies to purchase receipts.

More Reports added to API

4th September, 2008

We’ve just added 3 more reports to our API. The reports are Balance Sheet, VAT Report and Digita Exports. These are all documented in our API Manual.

Reports added to API

3rd September, 2008

We’ve added a number of reports to our API. The reports are ProfitAndLoss, NominalLedger, Monthly P&L and Trial Balance. These are all documented in our API Manual. More reports will follow shortly.

Monthly Subscriptions

1st September, 2008

As announced recently, we today removed the option to pay for a KashFlow subscription or the PayPal Importer service on an annual basis. You can now only subscribe on a month-by-month basis. We’ve introduced two options for the PayPal Importer. You can have your transactions imported hourly (as per the current service) or weekly at a lower price.

We have also taken this opportunity to change the company we use to process your payments. We’ve switched from ProTX to Iridium Corp. So if you have an existing monthly subscription, you will receive an email saying we were unable to charge your card. You’ll receive instruction on how to re-enter your card details.

Card Processing with Iridium

27th August, 2008
We’ve added Iridium Corp to the list of companies in Settings -> Card Options. So if you have an account with them, you can now take card payments directly from within your KashFlow account.

Graph on Overview page

11th August, 2008

You now have a couple of options for which graph is shown on the right-hand side of the Overview page.

You can select to keep the current 12 months sales growth graph, or change to to a 6 month P&L overview.

We will add more options as and when they are requested. To change your selection just click on the spanner icon at the bottom-right of the graph.

Month-by-month Profit and Loss.

8th August, 2008

You can now download to Excel a complete month-by-month breakdown of your Profit and Loss figures.

Go to Reports -> General Reports -> Monthly Profit and Loss. You’ll see a visual representation of your P&L. click the Download CSV button to get to the full data behind the graph.

Report Ordering

7th August, 2008

We’ve added a number of new reports over recent months and it makes finding the report you are after a little bit more difficult than it was.

Reports are already divided into General, Income and Expenditure categories. Now, within the categories we are ordering the reports by name rather than by a semi-arbitrary sort order.

Journal Entries to Bank Accounts

26th July, 2008

There was a glitch in our Journal system that meant you couldn't post a journal entry to a bank account. This has now been corrected.

You will need to enable Journals in Settings - > Advanced Settings so that you can access and create Journals.

Default Payment Methods

23rd July, 2008

For each bank account you can now select a default payment method.

So if you are currently selecting “Cash account” as the bank account and then “Cash” as the payment method this will save you some time.

You would simply go to the Bank tab, click “Edit Details” next to the Cash account, and then set your options for Payment Methods.
In future when you select  the Cash bank account, the payment method will be automatically set to Cash.

Choosing your Starting Page

20th July, 2008

One of the great things about KashFlow and online accounting software is that you can access it from anywhere with an internet connection.

A few of our customers have said they log in from their client's premises to create an invoice there and then.
You wouldn’t normally want your clients to know too much about your accounts, so the Overview page isn’t the ideal starting page.

If you go to Settings -> Advanced Options, you can now choose to have any of the other tabs as the page you are taken to after logging in.

Additional options for Quotes

11th July, 2008

You’ve always been able to have the Quote reference automatically copied to an invoice when you convert the quote. Now you have the option of having it copied to the Purchase Order/Customer Reference field of the invoice instead of just as a comment on the invoice.

You also now have the option of replacing the “Due Date” text with something of your own choosing.

These options can be accessed in Settings > Quote Settings (or Estimate Settings if you’ve renamed Quotes).

PayPal Importer further Improved

8th July, 2008
The PayPal Importer wasn’t picking up and processing refunds. It does now!

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 advices.

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 numbers you have entered for your suppliers and customers are real, valid numbers and that they have 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

Add New Supplier from Create Receipt Page

20th June, 2008

If you are recording a new purchase and realize you haven’t yet added the supplier, this can now be done with one click rather than having to navigate to the “Add Supplier” page.

Simply click the “Add New” link next to the supplier selection drop-down.

Let KashFlow Work out the VAT for you

20th June, 2008
When adding a new item to an invoice or a quote, you can enter the amount inclusive of VAT and the system will reverse-calculate the net and VAT amount.

Removing the Total from a Quote/Estimate

19th June, 2008

A few customers have told us that they use the Estimates/Quotes to list a number of options for their potential customers. In this scenario it isn’t appropriate to include a total at the bottom of the quote.

We’ve added a new option so that you can remove the total. When viewing the quote, just below the total is a tick box to remove it from the printed version.

Attachments with Purchase Orders

19th June, 2008
Last week we added the ability to email Purchase Orders. But we overlooked the ability to send additional attachments as you can with Estimates and Invoices. This has now been added.

Text Substitutions

19th June, 2008

A few people have said they would like the ability to use automatic text (like the relevant invoice number or amount) in the Additional Text field on Invoices and Estimates.

This is now available. Below the Additional Text box in Settings -> Invoice Options -> Display Options is a link that will tell you the available codes.

Transferring Transactons

18th June, 2008

Previously if you entered a transaction in a bank account and later realized it was the wrong account, you would have to delete it and re-enter it in the correct account.

You can now just edit the transaction and change it to the correct account.

Purchase Orders

14th June, 2008

You can now print or email the details of recorded purchases so as to produce a purchase order for your suppliers.

To enable this feature, just go to Settings -> Purchase Order Options and tick the box.

Quotes/Estimates to Jobs/Projects

14th June, 2008

We've found out that a number of our users create projects (or 'Jobs' or whatever you have renamed them to) once one of their customers have given the go-ahead on a quote (or 'estimate' or whatever you may have renamed them to).

To make this a lot easier we've added a new feature. When you are viewing a quote that isn't assigned to a project, a link will show up next to the project selection box saying 'add new'. If you click this link then you'll be able to create a new project and the details from the quote (customer, value, reference, etc) will automatically be entered into the appropriate boxes.

Once the project is created the quote will be assigned to it.

If you haven't already activated projects, then you can do so by going to Settings -> Project Options. Quotes are enabled in Settings -> Quote Options.

Contact Name on Invoices

12th June, 2008

A number of our customers have asked for the ability to include the Customer Contact Name at the top of the invoice, along with the Company Name.

We’ve just added this as an option. Go to Settings -> Invoice Options -> Display Options to activate this option.

Skype Your Customers

10th June, 2008

If you regularly use Skype then you can now call your customers from within KashFlow at a click of a button.

You first need to create a custom field to be used on your customer records. To do this, go to any customer and click the link that says “Define Custom Fields”. Create a new text field and call it “Skype ID”, “Skype Name” – anything with the word Skype in it. Save your custom fields.

Now whenever you view a customer record you will be able to enter the Skype name for your customers in this box. If you view a customer page with a Skype name entered then you’ll be able to click the Skype image shown to place a call.

Improved Bank Reconciliation

8th June, 2008

We’ve improved the Bank Reconciliation page to help you deal with older transactions.
If any transactions prior to the start date of your statement haven’t yet been marked as reconciled (ie, ticked) then they’ll be flagged up above the main list of transactions.

We know some of you may not have reconciled the first few months of your bank account (don’t worry, we won't tell your accountant) and you wouldn’t want a huge list of unreconciled transactions to deal with. So, you can set whatever date you started reconciling from and only transactions after this date will be flagged.

To set this date, click the Edit Details button next to the account under the Bank tab.

Removed "Rate" from invoices when you remove "Qty"

7th June, 2008
If you chose to remove the Qty field from your invoices, then the rate field still showed. The column is irrelevant as it will always show the same amount as the sub total for that line. So we’ve removed it.

Sales Types and Products

6th June, 2008

If you sold lots of different products or services then you had to list each one in the "Products/Services" area. This was fine until it came to analysis or giving your data to an accountant. At this point you wouldn’t be bothered about the individual product lines – just the type.

So now, where you used to enter Products and Services, you now list your Sales Types. Then, below each Sales Type you can list your individual products. 

You still have all the same stock control and auto-fill options.

Automatic Names on Emails

2nd June, 2008
When you are saving text for emails, you can now use #name# or #company#. These will automatically be replaced with the name of the contact for the customer and the company name.

Aesthetic Changes

31st May, 2008
We’ve refreshed the look of some of the internal pages. Lists should now be presented in a way that looks much nicer than they were previously.

Categories for Quotes

22nd May, 2008

You can now create categories for your quotes, and assign a relevant icon to that category.

So you might want a category called “Declined” with a red flag or a cross, and then other categories for “Pending” or “Accepted”. It’s very flexible – you can have as many categories as you like.

To start creating your categories just log into your account and click the “Quotes” tab (or whatever you may have renamed it to) and then click the “Categories” button at the top of the page.

More custom fields for customer records

19th May, 2008

We’ve massively increased the number of custom fields you can have for a customer from 4 to 40.

To define these fields just go to a customer record and click “Define Custom Fields” (or “Need more fields?” if you already have some set up)

Because there are so many more of them, they now display in their own section of the Customer page called “Other Information”

PayPal Import now process Purchases and Suppliers

12th May, 2008

Our PayPal Import service has now been upgraded. So as well as automatically accounting for your Sales and Customers, it now also manages your Purchases and Suppliers.
To configure the settings, just go to Settings -> PayPal Imports and create or edit a PayPal profile.

New PayPal Importer

28th April, 2008

We’ve just released a great new add-on that replaces the PP:Konnect program for importing from PayPal.
The new PayPal importer service is much more automated, works on PCs or Macs and also deals with bank transfers for you.

To get started, go to Settings -> PayPal Imports

Archiving Customers

24th April, 2008

There is now an “Archive” tickbox at the bottom of the customer page. If you tick this box then the customer will no longer appear in drop-down lists.

This is useful if you have a number of customers that you are not likely to deal with again.

Rename Qty Field

17th April, 2008

There have been a lot of requests for the ability to rename the “Qty” field on invoices – usually to “Hours”.

You can now rename this to anything you like. Just go to Settings - > Invoice Options -> Display Options.

You can also rename the word "Price" on the invoices to read "Rate."

Prevent Duplicate Receipts

16th April, 2008

Some customers have said it’d make their life easier if the system didn’t allow you to enter a purchase that has the same Suppliers Reference number as a previous purchase from that supplier. 

Essentially, this should stop you accidentally entering the same purchase twice.

You can now enable this option by going to Settings -> Advanced Settings

Managing Bank Transactions

8th April, 2008

We’ve just added some new functionality that should be of great use to most of our customers.

When you are viewing transactions on a bank account, all transactions entered directly in the bank area (as opposed to transactions resulting from a payment made/received) will have a tick box next to them.

You can select as many of the transactions as you like. At the bottom of the page is a drop-down list that says “Select an Action”.

You can choose “Delete” – this will delete all of the chosen transactions, saving you have to delete them individually.

You can choose to assign the payments to invoices/purchases. This is especially handy if you’ve just imported a bank statement. The system will try to automatically match up payments to invoices/purchases based on the amounts. But you can override the allocation made by the system.

This will then allocate the selected payments to the appropriate invoice/receipt.

You can also choose to allocate an individual payment when viewing it on the Edit Bank Transaction page.

Calculating Interest on Overdue invoices

8th April, 2008
KashFlow will now automatically calculate the amount of interest you can charge on an overdue invoice in accordance with the relevant legislation.

When you’re viewing an overdue invoice, the information will appear just below the “Status” information. It also tells you how much the interest will increase by each day that the invoice remains overdue.

Growing Text Boxes

7th April, 2008

We’ve updated the pages from which you email invoices, statements and quotes to your customers.

Whilst the text box for the email message was big enough for most of our customers, some of you wanted more space.

To keep everyone happy we’ve used a bit of wizardry to make the text box grow as you type into it. So if you are typing and get towards the end of the text box, it will grow in length so that you can carry on typing but still see all of your message.

Exporting to Digita

4th April, 2008

We now have a report to enable you to export your data in a format compatible with the Digita range of products.

It can be found in Reports -> General Reports -> Digita Export

Monthly Sales Report

3rd April, 2008

We’ve just added a new report called a “Monthly Sales Report.”
You provide two dates, you’ll then be given a spreadsheet giving you a breakdown for each month between the two dates.

For each month it’ll show you how many of each product you sold as well as the total value.

To view this report, go to Reports -> Income Reports and select the Monthly Sales Report.

HSBC Factoring Report

31st March, 2008

If you use HSBC for Invoice Factoring you can now generate the required files from within KashFlow.

Log in to your account, click “Reports” and select HSBC Factoring from the Income Reports area.

Renaming Packing Slips

30th March, 2008
You can now rename Packing Slips to anything you like. This ties in with the ability to also rename Invoices, Quotes and Projects.

Importing Data

20th March, 2008

You can now import data into your KashFlow account from CSV files or from eBIs XML files.

Go to Settings and choose “Import Data.”

Attaching files to emailed Quotes/Estimates

19th March, 2008

When you send a quote/estimate by email, you can now include additional attachments.

Searching for receipts

18th March, 2008
We've just added the ability to search for receipts. Click the "Purchases" tab and enter either your own KF receipt number or the supplier's reference (usually their invoice number) into the box provided.

VAT Number on Suppliers Record

17th March, 2008
There is now a new box on the Suppliers page for you to record your supplier's VAT number.

PayPal Buttons on Invoices

17th March, 2008

We have updated the PayPal buttons on invoices to be in-line with the latest PayPal logos.

To view/edit this setting, go to Settings -> Invoice Options -> Payments & Discounts.

Payment By Method Report

13th March, 2008

We’ve just updated this report. It was pointed out to us that it’s all well and good that it shows you how much income you’ve received by cheque, card, etc. But it’d be infinitely more useful if it actually showed you the actual payments that make up these amounts.

So now when you download the CSV file generated by this report it’ll contain a list of all the relevant payments.

Remittance Advice and Payment Receipts

11th March, 2008

We’ve had lots of people requesting the ability to print Remittance Advices for their suppliers and Payment Receipts for their customers.

So we’ve added it.

Next to the payments on your purchases and invoices you’ll see two icons, one to print the advice/receipt and one to email it.

Year End Process

11th March, 2008

At the end of your financial year, there is a process that needs to be completed.
This process "moves" all of your profit and loss from the year that is ending into a separate area of your accounts. Whilst you can do it manually, it's a laborious process.

So we've put together a report that takes care of it all for you.

Simply go to Reports -> General Reports and select the Year End Process. Now you just need to follow the on-screen instructions.

Project Sort Order

11th March, 2008

When you have “projects” enabled, you can assign income and expenditure to different projects to calculate the profitability of different projects or parts of your business.

You select the relevant project from a drop-down list when adding a sale, purchase or bank transaction.

The list has always been in order of project number. You can now choose to order this list by various other criteria.

This option is accessed in Settings -> Project Settings.

Journal Templates

10th March, 2008

You can now save Journals as templates. This will save you lots of time if you are regularly entering similar journal entries.

First, you’ll need to enable the journal (Settings -< Advanced Settings)

Now, when you are creating a journal you’ll have the option to use a template.

To create templates simply tick the box at the bottom of the page when viewing/editing an existing journal.

Multi-line receipts are now easier

7th March, 2008

We’ve added a little option to make it quicker and easier to add additional items (perhaps at a different tax rate) to your receipts (purchase invoices).

Simply tick the box at the bottom of the page when you are creating a receipt. When you click the “Add Receipt” button you’ll be taken straight to the page to add another item to it.

New Report: Income by Payment Method

6th March, 2008

You can now analyse your income based on payment method, so you can see how much of your income was by wire transfer, cheque, credit card, etc.

To get to this report simply go to Reports -> Income Reports.

Quicker Data Entry

4th March, 2008
Some people want to use the keyboard as much as possible and the mouse as little as possible. To aid this we’ve added a new feature to the various drop-down lists. You can now type in the name of the option you want and it’ll be automatically selected.

Codes in drop-down lists

3rd March, 2008

To keep things simple for non-accountants, the drop-down lists of products, outgoing types, etc only show the name of the code – not the related code number.

We’ve just added a feature for those of you who do want the codes to show. Just go to Settings -> Advanced Settings and tick the box to “Show codes in drop-down lists.”

Monthly Turnover & Profit Report

23rd February, 2008

Monthly Income as CSV

19th February, 2008
One of our most popular reports is the Monthly Income report. This shows you your total income on a month-by-month basis.

Previously this was just shown as a graph. You can now download the data in CSV format to open as a spreadhseet.

Deleting Data

16th February, 2008

What people tend to do is enter test data so they can get a feel of the system. To make your life easier you can now delete all of that data from one page (rather than delete each item individually).

This is accessed by going to the "Settings" tab and choosing "Delete Data"

Renaming Invoices

15th February, 2008
Some of our international customers have been asking for the ability to rename invoices. This can now be done.

Visit Settings -> Invoice Options -> Display Options

Favourite Reports

13th February, 2008

We have lots of reports available, but it’s unlikely that you’ll regularly use all of them. So to help you get to the reports you do use as quickly as possible we’ve now added a “Favourites” section under the Reports tab.

You can choose which reports are listed here so you can easily get to the ones you use regularly.

Improved "Overdue" emails.

10th February, 2008
We've improved the emails that you receive when your sales and purchases become overdue.

They now contain links directly to the overdue items and also include a total of the overdue amount.

Sorting Quotes/Estimates

6th February, 2008
We've added extra sorting options to the Quotes/Estimates page. We've added the option to order by date and you can also sort either descending or ascending on all options. Just click the column heading.

Email sent Icon for Invoices

23rd January, 2008
When viewing a list of Invoices, you can now easily see if they’ve been sent by email yet. An icon will show on the left of the page indicating that it has been sent.

Flat Rate Scheme

11th January, 2008
Until today, we've only partially supported the Flat Rate Scheme for VAT. This is now fully supported and the VAT report will give you ALL the information you need to complete a VAT return using the FRS. If you have no idea what this is then you don’t need to worry about it!

VAT Liability on Overview Page

11th January, 2008
If you’ve ever completed a VAT return and been taken by surprise by how much you owe, you’ll like our latest addition. KashFlow can now keep you up-to-date with your increasing VAT liability every time you log in. Just click through to the VAT report to set this up.

Quotes Total

10th January, 2008
The Quotes/Estimates page now shows the total value of the Quotes/Estimates at the bottom of the page.

Bank Debit\Credit Columns

7th January, 2008
On our bank screens we’d always had the debit and credit columns the opposite way around to most bank statements. Understandably this was causing some annoyance. This has now been corrected.

VAT Warnings

10th December, 2007
If you are not VAT registered, the Overview page will now warn you if you are approaching the threshold for compulsory VAT registration.

Changing Invoice numbers

26th November, 2007
You can now change an invoice number if you accidentally enter it incorrectly.

Taking Card Payments

15th November, 2007
You can now take credit card payments from within KashFlow.

Simply log in to your account and go to Settings -> Card Options.

If you don't yet have a merchant account and/or a processing account with one of our partners, you can register for one there.We highly recommend you use the link to Secure Hosting.Their service is very affordable, but most importantly their customer service levels are exceptional.

Once you have an account you simply enter your details on the Card Options page.

Now, when you are viewing an unpaid invoice you'll see an additional button to take a card payment. Clicking on it will take you to a payment form with the customer details and payment amount pre-filled.

Enter the card details – take the payment and the invoice will be marked as paid.

Profit & Loss Report for Projects

25th October, 2007

You can now run a P&L report that just takes into account items added to your various projects.

Just go to the Projects section and select a project. The available reports are at the bottom of the page. If you’ve not yet enabled projects you just need to go to Settings -> Project Options.

Recording Purchases from other EC States

17th October, 2007
We’ve added guidance to the “New Receipt” page to assist you in recording purchases from other EC member states.

This is only applicable if you are VAT registered and have ticked the box on the Suppliers page to say they are in another EC member state.

Configuring Fixed Assets, Expenditure, etc

15th October, 2007
Most users don’t want to set up Fixed Asset codes, etc. So these settings have been tucked away inside the Balance Sheet and P&L reports. However, if you do want to easily set codes as Fixed Assets you can now go to Settings -> Advanced Options and enable the option to ‘Configure Nominal Codes’.

With this setting enabled, you will see a new set of options on the ‘Edit Product/Service’, ‘Edit Outgoing Type’ and ‘Edit Bank Transaction Type’ pages.

Activity Report for Projects

14th October, 2007
We’ve added an Activity Report to the Projects section so you can see a list of all transactions for a given project. To view the report, select an existing project from under the ‘Projects’ tab. The link to the report is below the buttons to view invoices and receipts.

Bank Transactions and Projects

11th October, 2007
If you have Projects enabled (Settings -> Project Options) you can now allocate bank transactions to specific projects. This is in addition to the sales and purchases you can already allocate.

Projects and Budgeting

24th September, 2007
We have now added the ability to group invoices and purchases together to track the profitability of projects or the accuracy of predicted budgets. The section can be renamed from projects to anything you like to make it as flexible as possible. So you could call it “Budgets” or “Jobs.”
To use this new feature, go to Settings -> Project Options and enable projects. A new tab will appear  between the Reports and Help tab.

Default VAT rate

22nd September, 2007
As we are now seeing a lot of new customers from outside the UK, the default VAT rate of 17.5% is no longer practical for all of our users.If you go to Settings -> Invoice Options -> Tax Options you can set the default VAT rate to the appropriate rate for your region.

Import Sales and Customer data direct from PayPal

20th September, 2007
Today we've released a program called PP:Konnect. This enables you to easily import data from PayPal into your KashFlow account, saving you from having to manually enter the details. See http://api.kashflow.co.uk/downloads/PPKonnect for more information

Auto-include VAT Number

10th September, 2007
For some EU countries, it's required that you include the customer's VAT number on invoices. We've added a tick box to the customer details page so that you can choose to have the VAT number automatically added to invoices for these customers.

Option to create a Quote after creating a customer

10th September, 2007
A while ago we introduced the option to be taken to the "Create Invoice" screen as soon as you have entered a new customer.
 
We've now also added the option to go straight to the "Create Quote" screen too.
 
Whichever option you choose will be remembered for the next time you create a customer.

Multiline Receipts

1st September, 2007
The Purchases/Receipts area has been upgraded to bring it inline with the Invoices section.
You can now add multiple items to a receipt and each item can have its own VAT rate (if applicable to you) and outgoing type.
Please note that you now have to enter the NET amount (before tax) not the Gross amount (after Tax) if you are VAT registered. Again, this is consistent with the Invoices area.

Bulk Payments

27th August, 2007
You can now have multiple invoices/receipts paid by one payment. This will make bank reconciliation a lot easier for those of you who pay in multiple items on a single paying-in slip or if you pay for multiple purchases with a single cheque.
Simply click "Bulk Payments" at the top of the Sales or Purchases page to record a new transaction.

Payment Info included in Sage Exports

21st August, 2007
The Sage export files now include payment information. Due to restrictions in Sage we didn't previously include payment info as it can't be automatically allocated to specific invoices.
 
However, some of our Partner accountants have said it'd still be useful to have the payments imported as "on account".
 
To access the Report just go to Reports -> General Reports -> Sage Export.
 
There is a check box next to the date selection to allow you to include payment info.

VAT Report Calculations as CSV

17th August, 2007
You can now download all of the calculations involved in your VAT report to one single CSV file. The link for this is at the bottom of the VAT Report page.

PayPal "Pay Now" buttons on invoices

11th August, 2007
You can now include a "Pay Now" button on your invoices that link through to a Paypal payment page. You can also include the link in the email message that's sent with invoices.


 
For more information click Settings -> Invoice Options -> Payments & Discounts.
 
 

Company Name Always On Screen

11th August, 2007
To aid the increasing number of people who have multiple KashFlow accounts, your company name is now shown at the top of all pages.

Showing Purchase Order on 'Invoices' Page

11th August, 2007
You can now select to include the Purchase Order field in the list of invoices under the 'Invoices' tab.
 
This feature is enabled or disabled from Settings -> Invoice Options -> Display options.

Default VAT Rate for Outgoing Types

8th August, 2007
You can now set a default VAT rate for outgoing types. Just click Purchases -> Outgoing Types and select one to edit. The VAT level selection only appears if you are VAT registered.
 
For instance you can set Electricity to 5%. Then whenever you select "Electricity" as the outgoing type then the VAT rate will automatically be set to 5%.
 
Don't forget that you can also set the default Outgoing Type for your suppliers. So if you set the default outgoing type for supplier "Powergen" to be "Electricity," then whenever you select Powergen as the supplier for a new receipt the outging type will be automatically set to "Electricity" and the VAT rate to 5%.

Product/Service Sales By Month as CSV

8th August, 2007
The "Product/Service Sales By Month" report now allows you to download the data to a CSV file.

Report for Units sold per month

8th August, 2007
A user requested a report to show the number of units of a particular product sold per month. We already had a report for the amount of income generated by specific products on a month-by-month bases so we just updated this report.
 
In the "Income Related Reports" section of the Reports tab is a report called "Product/Service Sales By Month". There is an option at the top-right of this report to set it to show units sold instead of money made.

Excluding Paid items from Statements

7th August, 2007
Some users have commented that the customer and supplier statements are a little confusing and crowded when there are a large number of paid items listed.
 
We have now added a checkbox to the customer and supplier statement pages to allow you to exclude paid invoices/receipts from the statement.

Display VAT on a per-line basis

3rd August, 2007
You can now select to have the VAT amount for each line displayed on the invoice (as opposed to just the total). This will be the default option for new users.
 
The option is set in Settings -> Invoice Options -> Tax Options

Copying Quotes, Invoices and Repeat Invoices

30th July, 2007
There is now a copy button at the bottom of each invoice, quote and repeating invoice. This allows you to make an exact copy of the invoice (or quote) which you can then edit.


This comes in useful if you need to quote multiple customers for the same thing. It also makes it very easy to set up a Repeat Invoice based on an existing invoice.
 
This feature was added at  the request of a number of users.

Partner Programme Client Page Updated

19th July, 2007
The 'Client' page on the Partner Programme has been updated to give Partners quick access to the newly added Nominal Ledger and Balance Sheet as well as the Aged Debtors and Creditors.

Balance Sheet

19th July, 2007
A Balance Sheet has now been added. Again, this is mainly of interest to the accountant-types. The addition of this report should now mean we have all the reports commonly requested by accountants.

Nominal Ledger

19th July, 2007
A Nominal Ledger Report has now been added. We don't expect it to be of much interest to many users, but it's been requested by a lot of the accountant-types.

Improved Customer Search

17th July, 2007
The search function in the customer section has been upgraded to provide better results.

Creating a Customer directly from the "Create Invoice" page

17th July, 2007
You can now create a new customer directly from the Create Invoice page. This saves you having to visit the Customers section.
A link now appears below the drop-down list of customers. Clicking this will pop open a window for you to create a customer. Once the customer is created it is automatically selected in the drop-down list.

Overriding VAT amount on Invoices

14th July, 2007
You can now override the automatic calculations of VAT on invoices and estimates.

Remove Bank Accounts from Overview Page

10th July, 2007
In some instance you may not want all of your bank accounts to be included in calculations made on the Overview page.
 
Now, when you create a bank account or edit its details you can tick a box to indicate that you would like it included or untick it to exclude it.
 
By default all existing accounts and new accounts are shown on the overview page.

Custom Email Message and Subject Line

4th July, 2007
Up until now, if you had an invoice set up to be automatically created and to be automatically emailed to your client, the subject line and message would have been the same as whatever your default subject line and message is.
 
You can now define your own custom subject line and message for each Repeat Invoice.
 
Go to Sales and click the "Repeat Billing" button to set up new repeat invoices and to edit existing ones.

Weekly Repeating Invoices, Purchase and Transactions

4th July, 2007
You can now setup invoices, purchase and bank transactions to be automatically created on a weekly basis as well as on a monthly and annual basis.

Supplier Statement Updated

3rd July, 2007
The Supplier Statement now includes the Receipt Number and the Supplier Reference number next to details of payments made.

Default Product/Service for a Customer

30th June, 2007
On the Customer page you can now select a default product/service for that customer. The list from which to select the product/service is in the "Invoices, Quotes and Statistics" section of the Customer page.
 
When you add an item to an invoice for that customer it will default to the product or service you have selected instead of "Other".
 
This has been added at the request of existing customers and it should make the process of creating an invoice even quicker and easier than it already was.

Changelog Available as RSS Feed.

29th June, 2007
This change log is now available as an RSS feed. The address for the feed is http://www.kashflow.co.uk/changelog.asp?format=rss

Default VAT rate for products/services

29th June, 2007
A number of our VAT registered customers sell products at various VAT rates. It was a nuisance to have to keep manually changing the VAT amount from 17.5% (the default) to the appropriate rate.
 
To solve this problem we have introduced a new feature. On the page where you edit product/service details (Sales->Products/Services and then click edit next to a product) there is now a drop-down list so you can set the default VAT rate.
 
Now, when you add that item to an invoice, the VAT rate will be set for you automatically.
 
This has no impact on users who are not VAT registered. They will not see the new drop-down list.
 

Overview Page now includes all Bank Accounts

29th June, 2007
The overview page only showed the balance on your main bank account. This has now been updated to include all bank accounts.

Automatically Display Line Total and VAT Amount

29th June, 2007
When you are adding an item to an invoice, the total value of the line is calculated for you and shown on the page before you add the line to the invoice.
 
If you are VAT registered then the VAT amount is also shown in a text box. This has been added in anticipation of a forthcoming upgrade that will allow you to override the automatically calculated VAT amount.

Using a Separate Delivery Address

28th June, 2007
Some customers need to record a second address against a customer to use as a delivery address.
 
This has now been added. To make use of this option you need to have Packing Slips turned on (see Settings->Invoice Options->Packing Slips).
 
On the Edit Customer page, you will see a checkbox below the address fields. Ticking this displays boxes for an additional address. If the box has been ticked then Packing Slips for this customer will display the delivery address in place of the usual (billing) address.
 
We haven't yet updated the API to take advantage of this.

Sales and Purchase Payments on Bank statement

21st June, 2007
Previously, clicking "View/Add Transactions" for a bank account would only show transactions you had manually entered for the bank account.
 
To see automatic entries made for Invoice payments received and Purchase payments made you had to choose Reconcile.
 
Quite a few people have commented that they expected to see all transactions on the "View/Add Transactions" page, so we have now updated it to show them all.

"Overdue" and "Paid" Stamps on invoices

15th June, 2007
A number of users have requested a way to make it clear on an invoice that the invoice had been paid. We've now added the option to include a "Paid" stamp on your invoices if they are indeed paid. Whilst we were at it we added an "Overdue" stamp too.
 
To enable or disable this feature simply go to Settings -> Invoice Options -> Display Options.

Suppliers Reference

11th June, 2007
When you record a purchase you are given the opportunity to record a supplier's reference number (usually their invoice number).
 
This reference is now shown on the main 'Purchases' page as well as in the list of purchases shown on the page for any given supplier.
 
This has been added to make it easier to find specific purchases.

Additional Checking when Adding/Editing a Purchase

9th June, 2007
The system was allowing people to enter a purchase and enter a VAT amount that was higher than the Gross Total of the purchase. The system now checks for this mistake and prompts the user to correct it.

Login Page Branded for Partners

9th June, 2007
When Partners use the code to let their clients log in from their own sites, the memorable word page wasn't fully showing the Partners branding. This has now been fixed.

Bank Comments on Trial Balance Breakdown

4th June, 2007
 
The Trial Balance breakdown now shows any comments you entered in the bank section for the transactions being shown. This was added at the request of a Partner.

Wholesale Pricing.

4th June, 2007
 
A number of our customers have said that they would benefit from having the ability to record two prices against a product – a wholesale price and a retail price.
 
We’ve now added this functionality. First go to Settings->Stock Options to enable wholesale pricing.
 
For each of your products you will now have the option to enter a wholesale price. All you then need to do is tick the appropriate box in the Customers page to indicate that the customer receives wholesale pricing.
 
Now, whenever you add a product to an invoice or quote for a customer who is allowed wholesale pricing, the appropriate price will be entered for you.

EC Sales List

31st May, 2007
We've now added an EC Sales List in the Reports area to assist those that need to provide this report to HMRC.

Additional Attachments to Invoice Emails

15th May, 2007
You can now attach additional files to the email that KashFlow sends when you choose to send an invoice by email.
 
Below the box where you enter your message, there is a link that says "Additional Attachments". Click this to get started,
 
There is no limit to how many attachments you can add.

Aged Debtors/Creditors

14th May, 2007
  
Aged Debtors and Creditors reports are now available. They can be accessed in Reports->General Reports.

Journal Added

4th May, 2007
Users who want to make Journal entries can now do so.
 
This isn't of interest to most users who aren't from an accounting background so by default this is not enabled.
 
To enable the Journal simply go to Settings->Advanced Settings and tick the box to Enable Journal.
 
Note, Partners using our Partner Programme will be able to access and edit a Journal for each of their clients even if it's not enabled on the client account.