When viewing your list of invoice and receipts you have a drop-down list at the top of the page to choose what to display (All Invoices, This Months Invoices, etc) The option to view Overdue Invoices also showed Overpaid Invoices. We’ve now added an option specifically to view Overpaid…
The Customer class on the API now contains fields for the title, firstname and surname to bring it in line with an earlier improvement to the user interface
In KashFlow you can add private notes to an invoice. These are shown at the bottom of the invoice page and are NOT included on the invoice itself when it’s sent to the customer (unlike "comments" which you can add to an invoice by setting the Qty and Rate to…
Three new methods have been added to the API to help you retrive projects. They are as follows: GetProjectByID GetProjectByRef GetProjectByName
Previously this Pie Chart report only included transactions entered as a Purchase Invoice (or a "Receipt" to us non-accountants) The report has just been upgraded to include all transactions against an Outgoing Type, regardless of where int he system they are record (bank, journal, etc)
WIthin KashFlow, you can set up to 20 different custom fields for your customer records.(Settings -> Customer Custom Fields) Only a handful of them were accessible via the API. The Customer class in the Accounting API has been upgraded to now include all 20 of the custom fields
We now have two email marketing solutions integrated with KashFlow. MailChimp and Message Horizon. For information on both, see the “Email Marketing” section of the Apps pages on our site.
We’ve introduced a new way for you to reconcile your bank accounts. This can be enabled/disabled at the bottom of the Advanced Settings page under the Settings tab. For more information, see the recent blog post.
See how IRIS KashFlow works with your business and your books
