There’s nothing (much) more frustrating than having to manually tick a hundred or so checkboxes. In a number of places we have a “Master” tick box at the top of lists. Ticking this makes all checkboxes ticked, un-ticking it un-ticks all the checkboxes in the list. We’ve now…
When you add an advance payment via the customer or supplier screen, it used to go directly to the default bank account. You’d then have to edit it to change bank account if needed. Now, when you add an advance payment you get to select the bank account at…
We have lots of customers that have multiple KashFlow accounts. Until now they’ve had to log out of one account and into another to switch between them. Well, we’ve just added a new feature that will save you oodles of time. Go to Settings -> Account Switching. From…
A while ago we introduced Email Templates for use with emailing invoices to your customers. We’ve now introduced templates for emailing Statements too. You have a default statement template in Settings -> Email Templates which can be changed and saved from there or when you are emailing a…
Lots of our customers only enter their purchases (“Receipts”) once they’ve paid them. So to save you an extra click we’ve added an option to always default new receipts to paid. Go to Settings ->Purchase Options and enable the relevant option. You’ll then see that when you…
The Customer and Supplier pages (where you view and edit details of your customers and suppliers) were starting to get a little crowded due to the amount of information shown. We also weren’t happy with the way it presented to you the list of past purchases/sales for the supplier/customer. …
We’ve modernised some of the design of pages within KashFlow, especially those under the Settings section. All text boxes within the system now look a little more pleasing to the eye than they used to.
If you have a transaction in your bank account for money going out you can convert this to a receipt (or a Purchase Invoice in accountant-speak) If the bank transaction is assigned to the code “Other” then it will be automatically changed to the suppliers default Outgoing Type. This feature…
See how IRIS KashFlow works with your business and your books
