KashFlow's Change Log

ProTX change to SagePay

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.

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Foreign Currency PayPal Transactions

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…

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Bulk Invoice Payments

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…

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Default Defaults

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…

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Customer and Supplier Notes

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…

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Show payments received on invoice PDF

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…

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Less intrusive pop-up messages

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…

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