Customer and Supplier Codes on Bank Transactions
When you’re viewing a list of bank transactions, rather than just Sale or Purchase and the invoice number, it now also shows the relevant supplier or customer code.
When you’re viewing a list of bank transactions, rather than just Sale or Purchase and the invoice number, it now also shows the relevant supplier or customer code.
When editing a supplier record you can now set the default payment terms. When you create a receipt (ie, a Purchase Invoice) for that supplier it’ll default to whatever the receipt date is set to, plus the number of days you have set for the payment terms. So if you’re…
You’ve had the ability to rename “Invoice” to something else for a while. We’ve also just added the ability to rename a “Credit Note”. You can access this setting in Settings -> Invoice Options -> Display Options
Another one for the techies I’m afraid! We’ve added two pretty important methods to our API createAccount – this enables you to programmatically create KashFlow accounts. So on the page where you let users configure their KashFlow options in your app, you can actually allow them to create an account,…
We have just updated our PayPal Accounting Importer service. Previously you needed to create an “API Signature” in PayPal to use the service. This meant it couldn’t be used by people who already used an “API Certificate” (perhaps for integration with their e-commerce site). An API Signature is no longer…
One for the techies! We have added two new methods to our API. They are GetQuotesForcustomer and ConvertQuoteToInvoice
We’ve added tick boxes down the right-hand side of the quotes/estimates page. You can select multiple quotes and convert them to invoices all in one go rather then processing them individually.
We’ve just updated the bulk payments page for Purchases so that it’s as fast and easy to use as the bulk payments for sales is after last week’s upgrade.
See how IRIS KashFlow works with your business and your books