It is now possible to include the footer text you’ve set for your invoices on a customers statement of account too. To enable this option go to Settings > Invoice Options > Display options and tick the box labelled Include footer on customer statement
We’ve made it easier to set up stock management in KashFlow. You can now create an Outgoing Type at the same time as your Sales Type. When creating a stock-controlled Sales Type we will ask you if you want to create an Outgoing Type to link it to for stock…
You can now add notes to individual bank accounts. We hope this will enable you to easily administer your accounts and have a central source for any information you need for your bank accounts such as SWIFT or IBAN numbers. You can add notes by going to the bank section…
We have now added the ability to archive bank accounts. The bank accounts will appear faded and at the bottom of your list of accounts and no longer appear on drop-down lists when adding payments. You will still be able to view the transactions on the account as well as…
Previously some of the reports such as Income by Sales Type only included data entered under Sales and Purchases. These reports now also include transactions entered under the Bank tab.
Weve added a new setting for bank reconciliation. Currently the starting balance that is shown on the reconcile page is the sum of all previous transactions on the bank account, including any older transactions that havent yet been reconciled. You may prefer to have this figure only include older reconciled…
You can now have your quotes automatically change to a selected category when you convert them to invoices. You can set this option by going to Settings > Quote Settings > Change Quote Category. You will need to have already set up a category which you want to convert the…
You can now choose an icon for each of your bank accounts. We hope this will make the system a little quicker and easier to use as youll be able to quickly identify which account you are dealing with. At the moment the selected icon only shows in a few…
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