We’ve found out that a number of our users create projects (or ‘Jobs’ or whatever you have renamed them to) once one of their customers have given the go-ahead on a quote (or ‘estimate’ or whatever you may have renamed them to). To make this a lot easier we’ve added…
A number of our customers have asked for the ability to include the Customer Contact Name at the top of the invoice, along with the Company Name. We’ve just added this as an option. Go to Settings -> Invoice Options -> Display Options to activate this option.
If you regularly use Skype then you can now call your customers from within KashFlow at a click of a button. You first need to create a custom field to be used on your customer records. To do this, go to any customer and click the link that says “Define…
We’ve improved the Bank Reconciliation page to help you deal with older transactions. If any transactions prior to the start date of your statement haven’t yet been marked as reconciled (ie, ticked) then they’ll be flagged up above the main list of transactions. We know some of you may not…
If you chose to remove the Qty field from your invoices, then the rate field still showed. The column is irrelevant as it will always show the same amount as the sub total for that line. So we’ve removed it.
If you sold lots of different products or services then you had to list each one in the "Products/Services" area. This was fine until it came to analysis or giving your data to an accountant. At this point you wouldn’t be bothered about the individual product lines – just the…
When you are saving text for emails, you can now use #name# or #company#. These will automatically be replaced with the name of the contact for the customer and the company name.
We’ve refreshed the look of some of the internal pages. Lists should now be presented in a way that looks much nicer than they were previously.
See how IRIS KashFlow works with your business and your books
