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…
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…
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…
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
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…
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.
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…