KashFlow's Change Log

We’re constantly improving our accounting software based on feedback from our customers.

If you’re interested in learning about how we process the feedback and continue to build the software, then take a look at “How we develop KashFlow and what happens to your suggestions”.

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Recent Changes

Listed below are some of the changes, improvements and additions we’ve made recently.

Additions and Changes to the API

We’ve just moved all of the API documentation from the accountingapi.com site to KashFlow.staging.wpengine.com/developers. We’ve added a GetCompanyDetails method to retrieve all of the information about a user account. Additionally we’ve extended the Invoice Class to include a permalink URL for the invoice. A permanent link to the PDF of…

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Improvements to Edit Invoice Page

We just added the ability to set delivery addresses on a per-invoice (instead of per-customer) basis. The page where you view and edit invoice information was getting a bit cluttered so we took the opportunity to tidy it up. As well as looking a lot nicer, it takes up far…

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Multiple Delivery Addresses

If you have Packing Slips/Delivery Notes enabled in Settings -> Invoice Options -> Packing Slips then you can enter a delivery address for a customer that’s different to the billing address. When viewing an invoice you’ll then see a button to print a Packing Slip. This is the same as…

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Sales History Report

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…

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Payment Receipt Note

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…

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Integration with PayPoint.net

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…

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ekmPowershop Integration

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/

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Identifying Sales Codes Linked to Purchase Codes

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…

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Re-Ordering Lines on Packing Slips or Delivery Notes

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…

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Quick Access to Activity on Specific Codes

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…

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Project Number on Nominal Ledger Report

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

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Configurable Previous and Next Buttons

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…

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Previous and Next Buttons on Receipts

A small change to bring Purchase Invoices (“receipts”) in line with Sales Invoices. At the bottom of the page when you’re viewing an invoice you’ll see Previous and Next buttons to quickly move between invoices. We’ve just added the same buttons at the bottom of the page when you view…

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