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.
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…
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.
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…
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…
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 PayPal Importer wasn’t picking up and processing refunds. It does now!
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…
See how IRIS KashFlow works with your business and your books
