KashFlow's Change Log

Tradeshift Integration

We’ve just announce integration with Tradeshift, an invoice delivery platform. More details can be found on the blog at https://www.kashflow.com/blog/tradeshift-integration/

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Developers Mailing List

We’ve set up a mailing list specifically for those of you that use our API. We’ll be using that list to keep you informed of changes and additions to the API and also where we’ll first be announcing the public beta of a shiny new REST API. If you want to subscribe…

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Integration with Realex Payments

We are now integrated with Realex Payments for the processing of credit cards. If you have an account with Realex Payments (or any of our other supported payment processors) then you can put your account details into KashFlow to enable a number of nice additional features such as an on-screen…

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Default Source for new Customers

When you created a new customer record, the “source” option would default to the first entry in the list. That’s a bit annoying. We’ve just updated it so that it remembers the last source you used and it’ll default to that the next time you create a new customer. Much…

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Work In Progress Calculations

We’ve just added an option to enable a “Work In Progress”  (WIP) calculation for Projects. To enable it, go to Settings -> Project Settings and tick the box labelled “Work In Progress”. The figure will be shown on the page where you view the details of a project. We’ll later…

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API Supplier Class

We’ve just updated the Supplier class in our API. It now includes the values entered for the supplier’s title, first name and last name.

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Quotes Summary on Overview Page

You can set up categories for Quotes/Estimates. A number of customers have said it’d be useful to see on the Overview page the number/value of quotes for each Category. Just go to Settings -> Display Options and from there you can choose to add this to the overview page and…

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Projects added to Income By Sales Type Report

If you’ve enabled Projects (remember, you may have renamed them to something else – ie, “Departments”, then the project name and number will now appear in the CSV reports that you can download for both Income By Sales Type and Income By Product reports. For consistency, we’ve also added a…

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