We have now added the ability to group invoices and purchases together to track the profitability of projects or the accuracy of predicted budgets. The section can be renamed from projects to anything you like to make it as flexible as possible. So you could call it “Budgets” or “Jobs.”…
As we are now seeing a lot of new customers from outside the UK, the default VAT rate of 17.5% is no longer practical for all of our users. If you go to Settings -> Invoice Options -> Tax Options you can set the default VAT rate to the appropriate…
Today we’ve released a program called PP:Konnect. This enables you to easily import data from PayPal into your KashFlow account, saving you from having to manually enter the details.
A while ago we introduced the option to be taken to the "Create Invoice" screen as soon as you have entered a new customer. We’ve now also added the option to go straight to the "Create Quote" screen too. Whichever option you choose will be remembered for the…
For some EU countries, it’s required that you include the customer’s VAT number on invoices. We’ve added a tick box to the customer details page so that you can choose to have the VAT number automatically added to invoices for these customers.
The Purchases/Receipts area has been upgraded to bring it inline with the Invoices section. You can now add multiple items to a receipt and each item can have its own VAT rate (if applicable to you) and outgoing type. Please note that you now have to enter the NET amount…
You can now have multiple invoices/receipts paid by one payment. This will make bank reconciliation a lot easier for those of you who pay in multiple items on a single paying-in slip or if you pay for multiple purchases with a single cheque. Simply click "Bulk Payments" at the top…
The Sage export files now include payment information. Due to restrictions in Sage we didn’t previously include payment info as it can’t be automatically allocated to specific invoices. However, some of our Partner accountants have said it’d still be useful to have the payments imported as "on account". …
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