The KashFlow Changlog
We're constantly improving our accounting software based on feedback from our customers. Listed below are some of the changes/additions we've recently made.
You can view older changes and additions here.
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Recent Changes
Improvements to Customer and Supplier pages
2nd August, 2010
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.
So those pages have been overhauled and also divided into sections. There are tabs across the top of the page to switch between the sections.
If you don’t like this new design then you can revert back to the old layout of having all of the data on one long page. To do this you just go to Settings -> Advanced Settings and un-tick the box that says “Tab Customer Pages”
General Look and Feel Improvements
2nd August, 2010
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.
Defaulting Purchases to Paid
2nd August, 2010
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 add a new receipt, the tick box to say it’s paid is automatically ticked for you. You can of course un-tick it if you want to
Custom Fields for Customers
2nd August, 2010
For some time now you’ve had the ability to add your own custom fields to customer records.
However, we realised a lot of our customers didn’t know about this option.
So we’ve now made it more obvious and you’ll find an icon for it under the Settings tab
Email Templates for Statements
2nd August, 2010
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 statement to your customers or suppliers
Converting Bank Transaction to Receipts Automatic code change
19th July, 2010
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 can be enabled or disabled in Settings -> Advanced Settings
Improving layout of Settings page
19th July, 2010
Anyone who has ever accused KashFlow of being a “basic” product has obviously never looked at our Settings page.
There are so many different settings available that it was becoming problematic to quickly find the setting you are looking for.
To improve this, we’ve now broken the Settings page down into the following sections: Your Account, Lists, Configuration Settings and finally External Services.
We hope this will make the Settings more manageable
Postcode with Customer Name
19th July, 2010
We’ve had some customers ask for the ability to include postcodes in the drop-down list of their customers (ie, the list shown when you choose a customer or a new invoice)
So we’ve added this as an option. Go to Settings -> Advanced Settings and enable the option labelled “Show Post Code in Customer List”.
We’ll soon be upgrading this feature to offer a range of other display options
New fonts for invoices
19th July, 2010
In Settings -> Invoice Options -> Display Options, you get to chose the font used on your invoices and other PDF documents.
We’ve just added Tahoma, Verdana and Courier New to the list
Dymo labels
19th July, 2010
When viewing a customer or an invoice you’ve always had the option to quickly print either a C5 or DL envelope.
We’ve now also added the option to print a Dymo label
Managing your list of Payment Methods
19th July, 2010
You’ve always been able to edit the list of different methods that use to pay for your purchases – ie cash, cheque, credit card.
For incoming payments from your customers the list has always been fixed. This wasn’t too much of a problem as the list contained most methods of payment you’d expect.
But it’s nice to be able to remove methods you never use.
So you can now edit the list of incoming payment methods. Click “Settings” and then choose “Payment Methods”
View older changes and additions.
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