KashFlow's Change Log

Control VAT on PayPal imports

For transactions imported from PayPal you can now define how to handle VAT for ‘other EC countries’ and ‘non-EC countries’, or you can defer this to PayPal and let them decide. Just go to your PayPal settings (Settings > PayPal Imports > click the pen and paper icon or click…

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Type management for PayPal imports

You can now control the types of PayPal transactions imported by going to your PayPal settings. (Settings > PayPal Imports > click the pen and paper icon or click on the pen and paper icon next to your PayPal information on the Overview screen) Just follow the onscreen directions to…

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Adding hyperlinks in notes

You can now add hyperlinks to notes. Simply go to the invoice and add a note as normal. When you enter the URL, remember to keep the “http://” or “www.” in front of the web address to create the hyperlink. For more information on how to use the notes feature…

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Additions and Changes to the API

We’ve just moved all of the API documentation from the accountingapi.com site to KashFlow.staging.wpengine.com/developers. We’ve added a GetCompanyDetails method to retrieve all of the information about a user account. Additionally we’ve extended the Invoice Class to include a permalink URL for the invoice. A permanent link to the PDF of…

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Improvements to Edit Invoice Page

We just added the ability to set delivery addresses on a per-invoice (instead of per-customer) basis. The page where you view and edit invoice information was getting a bit cluttered so we took the opportunity to tidy it up. As well as looking a lot nicer, it takes up far…

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Multiple Delivery Addresses

If you have Packing Slips/Delivery Notes enabled in Settings -> Invoice Options -> Packing Slips then you can enter a delivery address for a customer that’s different to the billing address. When viewing an invoice you’ll then see a button to print a Packing Slip. This is the same as…

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Sales History Report

You can now download detailed information about sales of a specific item (Sales Type or Product). This report has long been available but it was hidden away rather than listed under the Reports tab We’ve also added an extra option to the report so you can include full contact details…

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Payment Receipt Note

When you email invoices you get an automatic note attached to the invoice detailing the date the invoice was emailed and who it was sent to. Now you get a note with the same details when you email payment receipts. To do this, just open an invoice that has been…

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