You’ve always been able to edit the list of different methods that use to pay for your purchases – ie cash, cheque, credit card. For incoming payments from your customers the list has always been fixed. This wasn’t too much of a problem as the list contained most methods of…
When viewing a customer or an invoice you’ve always had the option to quickly print either a C5 or DL envelope. We’ve now also added the option to print a Dymo label
In Settings -> Invoice Options -> Display Options, you get to chose the font used on your invoices and other PDF documents. We’ve just added Tahoma, Verdana and Courier New to the list
Anyone who has ever accused KashFlow of being a “basic” product has obviously never looked at our Settings page. There are so many different settings available that it was becoming problematic to quickly find the setting you are looking for. To improve this, we’ve now broken the Settings page down…
If you have a transaction in your bank account for money going out you can convert this to a receipt (or a Purchase Invoice in accountant-speak) If the bank transaction is assigned to the code “Other” then it will be automatically changed to the suppliers default Outgoing Type. This feature…
We’ve had some customers ask for the ability to include postcodes in the drop-down list of their customers (ie, the list shown when you choose a customer or a new invoice) So we’ve added this as an option. Go to Settings -> Advanced Settings and enable the option labelled “Show…
We’ve made it easier to add a payment to a repeat invoice. When creating or editing a repeat invoice you will now have the option to add a payment. This will automatically add a payment on the same day as the invoice. To access repeat invoicing go to Sales…
You can now drill down on all items in the profit and loss and the balance sheet. Previously you were not able to easily see the transactions which make up the bank accounts and Debtors/Creditors accounts on the Balance sheet and Profit & Loss. You can access both the…
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