KashFlow's Change Log

Additional Substitutions on Repeat Invoices

When you’re setting up a repeat invoice, you can use variables like %y and %m  which will be replaced with the current year and month when the actual invoice is created. We also had the option for %m+1 which will be replace with the name of the next month. We’ve…

Read more

Editing your Chart of Accounts

We’ve never had one central place where you can edit what accountants would call a Chart of Accounts or nominal codes. Instead we’ve always had three distinct areas – Sales Types, Outgoing Types and Bank Transaction Types. We’ve now added one central page where you can edit all 3 of…

Read more

Improved Outgoing Types

We’ve just upgraded the area where you manage your Outgoing Types (the things you purchase). We’ve added a lot of the functionality that already exists for Sales Types (the things you sell). So you can now set an Outgoing Type to auto-enter a price and details and also create items…

Read more

Monthly P & L Report

We’ve just improved our Monthly P & L report. You can now filter the results based on Project. Also, the downloaded CSV file contains a complete breakdown of all the data.

Read more

Sending Quotes/Estimates using ViaPost Service

Some time ago we added integration with ViaPost so that you can send invoices using their system. We’ve now added the same functionality to quotes/estimates. So with a couple of clicks you can have a quote/estimate posted to your customers using snail mail, all for less than the cost of…

Read more

Sending Reminder Letters using ViaPost service

Some time ago we added integration with ViaPost so that you can send invoices using their system. We’ve now added the same functionality to reminder letters. So with a couple of clicks you can have a reminder letter posted to your customers using snail mail, all for less than the…

Read more

WHMCS Integration

WHMCS have just released integration between their billing & client management system and KashFlow. For more information see http://wiki.whmcs.com/KashFlow_Accounting

Read more

Allowing the Support team to log in to your Account

Occasionally the support team may ask you for access to your account to troubleshoot a problem for you. We’re not keen on having passwords sent via email so we’ve devised a new way to do this. Under the “Help” tab, at the bottom of the page, you’ll see a tick…

Read more

See how IRIS KashFlow works with your business and your books