You can now create categories for your quotes, and assign a relevant icon to that category. So you might want a category called “Declined” with a red flag or a cross, and then other categories for “Pending” or “Accepted”. It’s very flexible – you can have as many categories as…
We’ve massively increased the number of custom fields you can have for a customer from 4 to 40. To define these fields just go to a customer record and click “Define Custom Fields” (or “Need more fields?” if you already have some set up) Because there are so many more…
Our PayPal Import service has now been upgraded. So as well as automatically accounting for your Sales and Customers, it now also manages your Purchases and Suppliers. To configure the settings, just go to Settings -> PayPal Imports and create or edit a PayPal profile.
We’ve just released a great new add-on that replaces the PP:Konnect program for importing from PayPal. The new PayPal importer service is much more automated, works on PCs or Macs and also deals with bank transfers for you. To get started, go to Settings -> PayPal Imports
There is now an “Archive” tickbox at the bottom of the customer page. If you tick this box then the customer will no longer appear in drop-down lists. This is useful if you have a number of customers that you are not likely to deal with again.
There have been a lot of requests for the ability to rename the “Qty” field on invoices – usually to “Hours”. You can now rename this to anything you like. Just go to Settings – > Invoice Options -> Display Options. You can also rename the word "Price" on the…
Some customers have said it’d make their life easier if the system didn’t allow you to enter a purchase that has the same Suppliers Reference number as a previous purchase from that supplier. Essentially, this should stop you accidentally entering the same purchase twice. You can now enable this option…
KashFlow will now automatically calculate the amount of interest you can charge on an overdue invoice in accordance with the relevant legislation. When you’re viewing an overdue invoice, the information will appear just below the “Status” information. It also tells you how much the interest will increase by each day…
See how IRIS KashFlow works with your business and your books
