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Advanced Settings

This guidance explains what each of the advanced settings options does. Access this page by going to Settings > Advanced Settings. These should normally be used with caution, as some options will affect your reports.

Google Chrome 3

  • Start page – Use this drop down to select what page to go to when you first log into
  • Transaction Locking – Use this option to enable global transaction locking. Global transaction locking will lock all transactions including invoices, purchases and payments on and before the date set from being modified or deleted.
  • Prevent duplicate receipts – Ticking this option will compare the supplier reference that you enter with previously entered receipts. If there is already a receipt in KashFlow with that supplier reference then you won’t be able to enter in the receipt and will be alerted that is a duplicate.
  • VAT Reconciliation – Use this option to hide transactions from before the date set from appearing on your VAT return.
    • Tick the box to switch it on
    • Enter the date that you’ve previously submitted VAT until. This should normally be the end date of your last submitted return.
    • Use the cash accounting box to decide if you should include paid items from before the date or not
      • Ticking the cash accounting box will mean that items issued before the VAT reconciliation date but after will not be included. For example;VAT rec date 15/01/2013. Invoice raised 01/01/2012, paid 01/02/2013 – this will not be included in the next return.
      • Un-ticking the cash accounting box will mean that transactions raised before the VAT reconciliation date and paid after will be included on your next return.VAT rec date 15/01/2013. Invoice raised 01/01/2012, paid 01/02/2013 – this will be included in the
  • FRS N/A Turnover – By default this box is un-ticked all your turnover (even turnover that has a VAT N/A rate set) is included in your VAT return. To only include items that you’ve classed as VATable (0% and above) tick this.
  • EC Sales – Ticking this box allows you to set at a sales type level what items to appear on the EC Sales List. Normally the EC sales list is generated based on the customers EC status defined in the customer profile, however ticking this box will generate the list based on the customers EC status defined in the customer profile and if the sales type is set to be included in the sales type settings.
  • Postcode in Lists – Ticking this option will show the customers post code in customer selection lists. For example, when creating a new invoice using the Sales > New Invoice button the customer selection drop down will contain the name followed by a postcode. This makes it easier to identify and discriminate between customers.
  • Invoice Filename – Use the options here to set the naming format for your invoice PDF files. You can use the variables invnum], [invname], [invdate], [invdue], [custref] and [custcode].
  • Invoice Filename by Customer – Tick this option to allow you to override the Invoice File name by Customer in Customers> Options.

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