You can now download detailed information about sales of a specific item (Sales Type or Product). This report has long been available but it was hidden away rather than listed under the Reports tab We’ve also added an extra option to the report so you can include full contact details for your customers. This is useful if you’re going to use this data for marketing purposes. The report is in the “Income Reports” section under the “Reports” tab.
When you email invoices you get an automatic note attached to the invoice detailing the date the invoice was emailed and who it was sent to. Now you get a note with the same details when you email payment receipts. To do this, just open an invoice that has been paid and scroll to the Payment Details at the bottom. Click on the envelope icon and email the payment receipt the same way you would an invoice. When you go … …Read more
We’ve just added PayPoint.net to our list of integrated payment processors. This means that if you have a PayPoint.net account you can now use KashFlow as a ‘virtual terminal’ to take payments over the phone and you can also put “Pay Online” buttons on your invoices so your customers can click and pay you – resulting in your accounts being automatically updated with the payment information. You can enable the integration in Settings -> Card Options
We’ve now released seamless integration with another e-commerce provider - ekmPowershop. For more information, see http://www.kashflow.com/add-ons/e-commerce/ekm/
If you have Stock Control Enabled then you can set the “Qty in Stock” of a Sales Code to automatically increment when you purchase a specific product. If the Sales Type is linked to a Purchase Code then the a small link icon will appear next to it in the list so you can easily identify what’s linked and what isn’t. Clicking the link icon will take you to the relevant Purchase Code
In Settings -> Invoice Options -> Packing Slips you have a few options related to producing Packing Slips or Delivery Notes for your Sales Invoices. We’ve just added an extra option that allows to change the order of line items on Delivery Notes. This is particularly useful if they’re used as a picking list in your warehouse.
The Stock Overview Report gives you an overview of the items you have in stock, along with the quantities you have. This now has an additional column to show you any items you’ve ordered but not yet marked as received
When you’re on the page to view/edit details of a Sales, Outgoing or Bank transaction code (what the Accountants call “Nominal Codes”) you’ll see a new button at the top-right of the screen labelled “View Transactions” Click this will take you through to a page listing all transactions posted to that code. You can adjust the date range to whatever suits. This is the same information you see if you run a Trial Balance report and then drill down into … …Read more
We’ve upgraded the Nominal Ledger report. When you download the report to a CSV file you’ll see two additional columns to show you the Project Number and Project Reference
When we added Previous and Next buttons to Purchases to bring them in-line with Quotes and Invoices, we added the option set the buttons to loop through all Receipts or just Receipts for the current supplier. We also added the option to turn them off completely. So we’ve now added these same options to Quotes and Invoices. To configure the “Previous” and “Next” buttons for Quotes go to Settings -> Quote Settings. To configure them for Invoices go to Settings -> … …Read more
