Accounting Software
Knowledge Base

These are common questions related to specific areas of the accounting software. For more general pre-sales questions, you may want to read our FAQ page.

Creating a Credit Note
Managing Petty Cash
Recording Expenses paid for with personal money
Dealing with PayPal and PayPal fees
Creating additional user accounts
Changing the Currency type
Adding an image to invoices
Amend/add payment methods
Upgrade your KashFlow account
Change your Password or Memorable word
Update/amend Company Details
E-Mail Options
Tax Calculation and Layout
Packing Slips/Dispatch Notes
Open PDF's in a new window
Enable Journal
Access to Nominal Codes
Transaction Locking
Import Data into KashFlow
Enable/Print Packing Slips (Delivery Notes)
Recording Wages/Salaries, Bank Charges, Rent etc
Dealing with Payments On Account or Overpayments
Change Quote Heading
Refunding Customer Overpayments
Setting up Discounts
Automatic/ Manual Discount Calculation
Entering Opening Balances
Importing Data From PayPal
Enabling Projects
Creating a Report
Creating a Project
Managing a Directors Loan Account
Fixed Assets, Cost of sale etc
Repeat Purchase
Year End Process
Add a Source
Cash Accounting and Flat Rate Scheme
How to cancel your KashFlow account
Reconciling Cheques
PayPal buttons on invoices
Invoice Payment Details
Dealing with Cash Sales
Stock Control
Fields Required When Importing Data
HSBC Factoring
Enabling the PayPal API
Bank Balance not showing as expected
Printing Receipts and Remittance Advice
Dealing with Bounced Cheques
PayPal Importer
Archiving Customers
Prevent Duplicate Receipts
Managing Bank Transactions
Skype call your customers
Adding Nominal Codes
E-mailing an invoice, quote or statement to more than one recipient
Dealing with Bad Debts
Wages Journal
How to do a VAT return