We’ve just added some new functionality that should be of great use to most of our customers. When you are viewing transactions on a bank account, all transactions entered directly in the bank area (as opposed to transactions resulting from a payment made/received) will have a tick box next to…
We’ve updated the pages from which you email invoices, statements and quotes to your customers. Whilst the text box for the email message was big enough for most of our customers, some of you wanted more space. To keep everyone happy we’ve used a bit of wizardry to make the…
We now have a report to enable you to export your data in a format compatible with the Digita range of products. It can be found in Reports -> General Reports -> Digita Export
We’ve just added a new report called a “Monthly Sales Report.” You provide two dates, you’ll then be given a spreadsheet giving you a breakdown for each month between the two dates. For each month it’ll show you how many of each product you sold as well as the total…
If you use HSBC for Invoice Factoring you can now generate the required files from within KashFlow. Log in to your account, click “Reports” and select HSBC Factoring from the Income Reports area.
You can now rename Packing Slips to anything you like. This ties in with the ability to also rename Invoices, Quotes and Projects.
You can now import data into your KashFlow account from CSV files or from eBIs XML files. Go to Settings and choose “Import Data.”
When you send a quote/estimate by email, you can now include additional attachments.
See how IRIS KashFlow works with your business and your books
