Change Log Archive - IRIS KashFlow https://www.kashflow.com/change-log/ Accounting & Payroll | Free Trial - No Card Required‎ Fri, 08 Sep 2023 14:13:03 +0000 en-GB hourly 1 https://wordpress.org/?v=6.4.3 https://www.kashflow.com/wp-content/uploads/2019/11/kashflow-icon-2.png Change Log Archive - IRIS KashFlow https://www.kashflow.com/change-log/ 32 32 Accounting Pricing Changes https://www.kashflow.com/change-log/accounting-pricing-changes/ Thu, 06 Oct 2022 08:00:15 +0000 https://www.kashflow.com/?post_type=change-log&p=82152 We are determined to continue delivering the best bookkeeping features and great customer service you’ve come to expect from KashFlow. We want to continue to offer great accounting software that you can use to grow your business. To do this we need to increase our prices. These changes will be live as of 01/02/2020. Starter […]

The post Accounting Pricing Changes appeared first on IRIS KashFlow.

]]> Brexit and WorldPay updates https://www.kashflow.com/change-log/brexit-and-worldpay-updates/ Tue, 29 Dec 2020 11:33:39 +0000 https://www.kashflow.com/?post_type=change-log&p=85213 In today’s release, we have implemented the following: Changes to the way WorldPay payments are processed to accommodate for the new 3D secure method.  You can read more about this in this knowledgebase article. Brexit – we have introduced new changes to be ready for any legislation updates.  Prompts on screen will be shown where […]

The post Brexit and WorldPay updates appeared first on IRIS KashFlow.

]]> November Maintenance https://www.kashflow.com/change-log/november-maintenance/ Thu, 26 Nov 2020 09:14:54 +0000 https://www.kashflow.com/?post_type=change-log&p=84993 We have implemented the following changes in this release: When importing a bank transfer entry (Or sometimes a GoCardless entry) via the bank import screen, the transaction was incorrectly being reversed. This has now been fixed. When an invoice has been settled with a credit note, previously the date of this action would be set […]

The post November Maintenance appeared first on IRIS KashFlow.

]]> Update to Quotes and Invoices UI https://www.kashflow.com/change-log/update-to-quotes-and-invoices-ui/ Tue, 03 Nov 2020 08:44:02 +0000 https://www.kashflow.com/?post_type=change-log&p=84937 In this release of the software, we have updated the user interface for Quotes and Invoices to fall in that with that of the Purchase Orders. Also in this release, we have included some maintenance updates, these include: Improvements to the Global Pay functionality. A fix has been applied to the PDF Theme area whereby […]

The post Update to Quotes and Invoices UI appeared first on IRIS KashFlow.

]]> September Maintenance https://www.kashflow.com/change-log/september-maintenance/ Tue, 29 Sep 2020 08:14:33 +0000 https://www.kashflow.com/?post_type=change-log&p=84910 In this release, we have implemented some minor changes in the software to help improve the performance of the software in various areas. We have also added a new feature for IRIS KashFlow Connect BETA users, this new feature will allow the bulk submissions of VAT returns for clients. For more information, you can read […]

The post September Maintenance appeared first on IRIS KashFlow.

]]> GoCardless – VAT requirement for fee https://www.kashflow.com/change-log/gocardless-vat-requirement-for-fee/ Tue, 01 Sep 2020 12:19:27 +0000 https://www.kashflow.com/?post_type=change-log&p=84873 As of 1st September 2020, GoCardless will now be charging VAT as part of their fee for use of GoCardless payments.  This will be automatically reflected within KashFlow as part of the integration with GoCardless.

The post GoCardless – VAT requirement for fee appeared first on IRIS KashFlow.

]]> Maintenance and Product Changes https://www.kashflow.com/change-log/maintenance-and-product-changes/ Thu, 20 Aug 2020 09:24:49 +0000 https://www.kashflow.com/?post_type=change-log&p=84851 In today’s release, we have included the following changes and fixes: Balance Sheet report – Previously when printing this report as a PDF the totals would be missed, this has now been fixed. Improvements have been made to the Project reporting. Improvements have been made to the Global Reports. When importing transactions from PayPal, you […]

The post Maintenance and Product Changes appeared first on IRIS KashFlow.

]]> Purchase Orders https://www.kashflow.com/change-log/purchase-orders-2/ Thu, 30 Jul 2020 09:07:29 +0000 https://www.kashflow.com/?post_type=change-log&p=84840 We have now introduced a new function for purchase orders.   This will mean that you can create a purchase order which can then later be converted to a purchase invoice if needed.  You can read more information regarding this new feature on this knowledge base article.

The post Purchase Orders appeared first on IRIS KashFlow.

]]> Email and Login Logs & Other Maintenance https://www.kashflow.com/change-log/email-and-login-logs-other-maintenance/ Thu, 09 Jul 2020 08:40:27 +0000 https://www.kashflow.com/?post_type=change-log&p=84750 In this release, we have included some new reporting features and some general maintenance to the software. The user Login Logs are now available from the software by going to Reports> System Logs. This log will only be available to the Master User.  This log will include: Time Date IP Address User Name User Type […]

The post Email and Login Logs & Other Maintenance appeared first on IRIS KashFlow.

]]> Bulk update your product prices https://www.kashflow.com/change-log/bulk-update-your-product-prices/ Thu, 28 May 2020 08:15:41 +0000 https://www.kashflow.com/?post_type=change-log&p=84718 You can now bulk update your product prices either by a fixed amount or a percentage and apply them at the touch of a button. To do this follow the instructions below: Click Settings then select either Sales Codes or Purchase Codes Select the relevant Sales or Purchase codes Select the individual products or click […]

The post Bulk update your product prices appeared first on IRIS KashFlow.

]]> General Maintenance https://www.kashflow.com/change-log/general-maintenance/ Thu, 14 May 2020 08:05:59 +0000 https://www.kashflow.com/?post_type=change-log&p=84695 In this release, we have implemented the below-listed changes: The PayPal Pro payment process has been updated, please take a look at this knowledge base article to see how you can implement PayPal Pro in KashFlow. The tick box on the Trial Balance report for “Include Opening Balances” will automatically be ticked to show a […]

The post General Maintenance appeared first on IRIS KashFlow.

]]> IRIS KashFlow Connect Update – Additional Users https://www.kashflow.com/change-log/iris-kashflow-connect-update-additional-users/ Thu, 26 Mar 2020 09:33:25 +0000 https://www.kashflow.com/?post_type=change-log&p=84473 We have updated the way the Additional Users feature works in IRIS KashFlow Connect, this was previously known as “Client Managers”.  You can read more information about what changes have been made by reading this knowledge base guide.

The post IRIS KashFlow Connect Update – Additional Users appeared first on IRIS KashFlow.

]]> SCA Compliance and other updates https://www.kashflow.com/change-log/sca-compliance-and-other-updates/ Thu, 05 Mar 2020 11:01:25 +0000 https://www.kashflow.com/?post_type=change-log&p=84422 SCA Compliance We now support SCA (Strong Customer Authentication) for card payments for Stripe and Square. This will mean that the process is more secure, and you may be prompted to enter additional security, such as a code from SMS.  This will be done automatically from the software, there is no further input needed from yourself […]

The post SCA Compliance and other updates appeared first on IRIS KashFlow.

]]> VAT & Other Updates https://www.kashflow.com/change-log/vat-other-updates/ Tue, 14 Jan 2020 13:27:09 +0000 https://www.kashflow.com/?post_type=change-log&p=84385 In this release, we have included lots of new changes to help improve the way that VAT is reported, this includes the following enhancements. Changes: You can now submit your EC Sales invoice list to HMRC through KashFlow even if the amount in Box is £0.00.  Previously this would show as “Not required”. KashFlow can […]

The post VAT & Other Updates appeared first on IRIS KashFlow.

]]> IRIS KashFlow Connect – Version 2 https://www.kashflow.com/change-log/iris-kashflow-connect-version-2/ Thu, 05 Dec 2019 13:04:56 +0000 https://www.kashflow.com/?post_type=change-log&p=84383 Welcome to your new IRIS KashFlow Connect. We have been hard at work developing a new, faster, modern KashFlow Connect and are happy to announce that we’re ready to introduce this to your workflow. This page is a centralised resource where you can find out what’s new in the new application, changes, new functionality, and […]

The post IRIS KashFlow Connect – Version 2 appeared first on IRIS KashFlow.

]]> Open Banking https://www.kashflow.com/change-log/open-banking/ Fri, 29 Nov 2019 13:14:50 +0000 https://www.kashflow.com/?post_type=change-log&p=84384 We have now switched on Open Banking Bank Feeds into KashFlow and we are slowly integrating new feeds throughout the month.  

The post Open Banking appeared first on IRIS KashFlow.

]]> Bank Feed Update https://www.kashflow.com/change-log/bank-feed-update/ Wed, 11 Sep 2019 12:03:30 +0000 https://www.kashflow.com/?post_type=change-log&p=84382 Due to changes in the legislation for Bank Feeds, we are temporarily disabling the automatic bank feeds so that we can start work on implementing Open Banking.  In the meantime, we do have the option to import via a CSV file.  You can find instructions on how to do this by going to this knowledge […]

The post Bank Feed Update appeared first on IRIS KashFlow.

]]> Introducing Square Integration https://www.kashflow.com/change-log/introducing-square-integration/ Mon, 12 Aug 2019 12:00:01 +0000 https://www.kashflow.com/?post_type=change-log&p=83847 KashFlow has teamed up with Square to make receiving payments even easier. Square allows you to take payments in person, over the phone, via invoice or online. Square’s powerful tools include real time analytics and inventory and location management. Using the new import tool you can import your transactions directly from Square into your KashFlow account […]

The post Introducing Square Integration appeared first on IRIS KashFlow.

]]> New VAT enhancements https://www.kashflow.com/change-log/new-vat-enhancements/ Thu, 20 Jun 2019 07:00:54 +0000 https://www.kashflow.com/?post_type=change-log&p=83791 Great news! There’s a host of new enhancements to KashFlow waiting for you. We’ve made improvements based on customer feedback. You can now: Edit the nominal codes of transactions included in a VAT return Mark VAT returns as open again if they have been marked as submitted Validate VAT numbers on the customer and supplier […]

The post New VAT enhancements appeared first on IRIS KashFlow.

]]> Enhancements Release https://www.kashflow.com/change-log/enhancements-release/ Thu, 28 Mar 2019 09:31:54 +0000 https://www.kashflow.com/?post_type=change-log&p=82414 Improvements to our accounting software based on feedback from our customers This release of KashFlow includes enhancements in the following areas: VAT Cash accounting Editing Invoices and purchases that have been included in a VAT return Minor MTD updates General enhancements and fixes

The post Enhancements Release appeared first on IRIS KashFlow.

]]> Taxes Dashboard and VAT Improvements https://www.kashflow.com/change-log/taxes-vat-improvements/ Tue, 22 Jan 2019 09:06:10 +0000 https://www.kashflow.com/?post_type=change-log&p=82318 Introducing the new Taxes Dashboard to KashFlow. The Taxes dashboard brings your VAT and your Self-Assessment together into one easy to use tab. We have been very busy improving KashFlow for our users. As well as behind the scenes tweaks, below are some of the changes which you will see in your account. VAT Reversals […]

The post Taxes Dashboard and VAT Improvements appeared first on IRIS KashFlow.

]]> Card payments refresh and more! https://www.kashflow.com/change-log/card-payments-refresh/ Tue, 02 Oct 2018 21:59:20 +0000 https://www.kashflow.com/?post_type=change-log&p=82001 Here at KashFlow we’ve had our foot on the gas with our October release! Here are the changes you can expect to see as of 03/10/2018. Payments Firstly, you will notice that we no longer have a Payments menu on the left hand side. Customer feedback showed this to be slightly confusing! We have renamed […]

The post Card payments refresh and more! appeared first on IRIS KashFlow.

]]> Introducing KashFlow for General Practitioners https://www.kashflow.com/change-log/introducing-kashflow-general-practitioners/ Thu, 06 Sep 2018 07:17:45 +0000 https://www.kashflow.com/?post_type=change-log&p=81794 This release sees a new business type for your Company Settings and a new set of chart of accounts to cater for General Practitioners. We have also included some maintenance enhancements, behind the scenes fixes, and bug fixes reported to us by our customers.  

The post Introducing KashFlow for General Practitioners appeared first on IRIS KashFlow.

]]> New Mileage Module for Sole Traders and Partnerships https://www.kashflow.com/change-log/new-mileage-module-sole-traders-partnerships/ Tue, 07 Aug 2018 09:01:12 +0000 https://www.kashflow.com/?post_type=change-log&p=81618 KashFlow is excited to release a new Mileage module which allows sole traders and partnerships to easily track their business trips.  Quickly and easily log a trip, on the go, letting KashFlow calculate the distance and amount you can claim back from your business.  KashFlow will include the amount on your tax return so you […]

The post New Mileage Module for Sole Traders and Partnerships appeared first on IRIS KashFlow.

]]> Quick Add Expenses https://www.kashflow.com/change-log/quick-add-expenses/ Thu, 12 Jul 2018 08:41:51 +0000 https://www.kashflow.com/?post_type=change-log&p=81456 This release sees the addition of a quick add expenses form in the Purchases section of KashFlow.   You can quickly and easily log an out of pocket expense, marking it as paid at the same time.   The Suppliers report has been amended to allow the reporting of quick add expenses or without.   […]

The post Quick Add Expenses appeared first on IRIS KashFlow.

]]> Data Protection Enhancements https://www.kashflow.com/change-log/data-protection-enhancements/ Thu, 24 May 2018 08:02:54 +0000 https://www.kashflow.com/?post_type=change-log&p=81305 This release sees some small amendments to ensure KashFlow is GDPR compliant.  This includes a change to the backup routine initiated in Settings.  The backup is no longer emailed to the user, the user must now log into KashFlow to retrieve the backup from the Settings area.

The post Data Protection Enhancements appeared first on IRIS KashFlow.

]]> Customers & Supplier Refresh https://www.kashflow.com/change-log/customers-supplier-refresh/ Thu, 10 May 2018 08:01:59 +0000 https://www.kashflow.com/?post_type=change-log&p=81213     The enhancements include:   New customer dashboard design New transactions tab on the customer and supplier record: All transactions in one table, including Projects Ability to filter and sort, as well as export and print the filtered list   Multiple contacts on each record Fresh look and feel to customer/supplier record Action fields […]

The post Customers & Supplier Refresh appeared first on IRIS KashFlow.

]]> New Subscription Packages https://www.kashflow.com/change-log/new-subscription-packages/ Tue, 10 Apr 2018 08:24:06 +0000 https://www.kashflow.com/?post_type=change-log&p=80834 This release sees the introduction of annual subscription packages; Annual Starter, Annual Business & Annual Business + Payroll.  Our new packages are available to new customers through the website and to existing customers via the Manage Subscription page in KashFlow.   This release also contains some maintenance updates.

The post New Subscription Packages appeared first on IRIS KashFlow.

]]> Maintenance Release – 8th March 2018 https://www.kashflow.com/change-log/maintenance-release-15/ Thu, 08 Mar 2018 08:45:47 +0000 https://www.kashflow.com/?post_type=change-log&p=80637   This release contains maintenance and bug fixes, along with updates to internal systems in line with GDPR.  

The post Maintenance Release – 8th March 2018 appeared first on IRIS KashFlow.

]]> KashFlow Canvass Requests https://www.kashflow.com/change-log/kashflow-canvass-requests/ Thu, 22 Feb 2018 08:50:39 +0000 https://www.kashflow.com/?post_type=change-log&p=80561 This update of KashFlow includes multiple enhancements requests based on customer feedback through our KashFlow Canvass site. Improvements to the batch processing screen – ability to sort the columns and more lines displayed on the page Repeat Invoicing and Purchases reports Repeat Invoicing and Purchases screen now shows the expiry date Option to include Opening […]

The post KashFlow Canvass Requests appeared first on IRIS KashFlow.

]]> KashFlow Go Mobile App Update https://www.kashflow.com/change-log/kashflow-go-mobile-app-update/ Fri, 09 Feb 2018 09:10:18 +0000 https://www.kashflow.com/?post_type=change-log&p=80401 Logging into the app is now faster using your fingerprint or passcode.  This can be turned on from the login screen or from Account > Settings > Touch ID.   New users to KashFlow can sign up for a free trial via the KashFlow Go mobile app and setup KashFlow for first time use..   […]

The post KashFlow Go Mobile App Update appeared first on IRIS KashFlow.

]]> Enhancement Release https://www.kashflow.com/change-log/enhancement-release/ Wed, 10 Jan 2018 12:37:36 +0000 https://www.kashflow.com/?post_type=change-log&p=80087 The latest release of KashFlow sees more enhancements to our additional user functionality, based on feedback from our customers. We have renamed the Basic role to “Manager” but left the permissions the same, at the same time creating a new Basic role restricted to Customers, Quotes, Invoicing, Suppliers and Purchases. For Sales users we have […]

The post Enhancement Release appeared first on IRIS KashFlow.

]]> Maintenance Release – 1st December 2017 https://www.kashflow.com/change-log/maintenance-release-14/ Fri, 01 Dec 2017 10:26:43 +0000 https://www.kashflow.com/?post_type=change-log&p=79837 Friday 1 December 2017 This release of KashFlow includes enhancements in the following areas: Pricing updates General enhancements and fixes

The post Maintenance Release – 1st December 2017 appeared first on IRIS KashFlow.

]]> Maintenance Release – 16th November 2017 https://www.kashflow.com/change-log/maintenance-release-13/ Thu, 16 Nov 2017 10:52:55 +0000 https://www.kashflow.com/?post_type=change-log&p=79666 This release shows the rebranding of RealEx to Global Payments following the acquisition.   We made some changes to how users cancel their subscription, and some enhancements to the process of users moving from the old application to the new application.   We’ve also released some maintenance enhancements for this month.

The post Maintenance Release – 16th November 2017 appeared first on IRIS KashFlow.

]]> Introducing Additional Users https://www.kashflow.com/change-log/introducing-additional-users/ Thu, 05 Oct 2017 07:00:19 +0000 https://www.kashflow.com/?post_type=change-log&p=79359 Introducing Enhanced Additional User Features We’re very pleased to announce enhancements to the Additional User feature in KashFlow, allowing you to stay in control while your business grows. One of the most popular requests on KashFlow Canvass, we’ve spent time working with our customers to perfect a system that allows different members of your team […]

The post Introducing Additional Users appeared first on IRIS KashFlow.

]]> GoCardless API Update https://www.kashflow.com/change-log/gocardless-august2017/ Wed, 23 Aug 2017 08:00:37 +0000 https://www.kashflow.com/?post_type=change-log&p=78860 This release of KashFlow updates our integration with GoCardless to use their latest API. Other enhancements: Dropbox integration updated to latest version. Improved version control in app. General enhancements and fixes.

The post GoCardless API Update appeared first on IRIS KashFlow.

]]> Maintenance Release – 18th July 2017 https://www.kashflow.com/change-log/maintenance-release-july2017/ Tue, 18 Jul 2017 08:00:38 +0000 https://www.kashflow.com/?post_type=change-log&p=78127 This release of KashFlow includes enhancements in the following areas: New “All Transactions” filter on the Trial Balance report. Aged Debtors and Creditors reports now include sub-totals on the breakdown report. Reporting period date ranges will be remembered. General enhancements and fixes.

The post Maintenance Release – 18th July 2017 appeared first on IRIS KashFlow.

]]> More Reports https://www.kashflow.com/change-log/more-reports/ Thu, 15 Jun 2017 08:00:23 +0000 https://www.kashflow.com/?post_type=change-log&p=77646 This release of KashFlow adds more updated reports covering: Profit & Loss Trial Balance Aged Debtors Aged Creditors Other Enhancements: Improvements to the GoCardless interface Performance improvements to recurring invoices and purchases General enhancements and fixes

The post More Reports appeared first on IRIS KashFlow.

]]> DropBox and Reports https://www.kashflow.com/change-log/dropbox-and-reports/ Thu, 18 May 2017 07:00:06 +0000 https://www.kashflow.com/?post_type=change-log&p=77546 This release of KashFlow includes two key features. We’ve updated our integration with Dropbox to use their latest API. More information. New Balance Sheet – We’re introducing better reports, and we’ve started with the balance sheet. Other enhancements: IRIS Insight – Connect to IRIS Insight for advanced forecasting. VAT displays the submission status of ECSL separately. Performance updates […]

The post DropBox and Reports appeared first on IRIS KashFlow.

]]> Maintenance Release https://www.kashflow.com/change-log/maintenance-release-12/ Thu, 13 Apr 2017 07:00:34 +0000 https://www.kashflow.com/?post_type=change-log&p=77442 This release of KashFlow includes enhancements in the following areas: New – Part paid status on invoices, list and filter. New – Quote categories can be managed directly on the quotes list. Improvements to the on-boarding dashboard widget. Filter the financial charts directly on the dashboard. Live support chat from the help page. Enhancements to […]

The post Maintenance Release appeared first on IRIS KashFlow.

]]> Important change to the VAT flat rate scheme from 1 April 2017 https://www.kashflow.com/change-log/frs-rate-fy18/ Fri, 31 Mar 2017 08:38:48 +0000 https://www.kashflow.com/?post_type=change-log&p=77343 From the 1st of April 2017, HMRC have introduced a new 16.5% flat rate for business that incur relatively low costs on goods. To find out more, and how to set this rate in KashFlow, please view our Knowledge Base article.

The post Important change to the VAT flat rate scheme from 1 April 2017 appeared first on IRIS KashFlow.

]]> Maintenance Release https://www.kashflow.com/change-log/maintenance-release-11/ Thu, 02 Feb 2017 08:00:34 +0000 https://www.kashflow.com/?post_type=change-log&p=76633 This release of KashFlow includes enhancements in the following areas: VAT – Update for zero rated FRS EC service sales. Performance and security updates. General enhancements and fixes.

The post Maintenance Release appeared first on IRIS KashFlow.

]]> Canvass requests https://www.kashflow.com/change-log/canvass-requests-2016/ Tue, 13 Dec 2016 08:00:32 +0000 https://www.kashflow.com/?post_type=change-log&p=76032 This update of KashFlow includes multiple enhancements requested based on customer feedback. Quick Add Products – Add new products straight from the invoice line. Products – Partial text search when adding products. Archived Customers / Suppliers – By default you won’t see archived customers and suppliers. Payments Notification – Get an email when an invoice […]

The post Canvass requests appeared first on IRIS KashFlow.

]]> Maintenance Notification https://www.kashflow.com/change-log/maintenance-notification-nov2016/ Wed, 23 Nov 2016 12:05:41 +0000 https://www.kashflow.com/?post_type=change-log&p=75779 As part of our ongoing infrastructure investment, we’ll be upgrading our network infrastructure. Such upgrades are performed periodically in order to maintain performance levels as we add new features and functions, and to this end we are scheduling an outage on the morning of Saturday 26th of November, from 9am to 11am GMT. As a result, […]

The post Maintenance Notification appeared first on IRIS KashFlow.

]]> Maintenance Release https://www.kashflow.com/change-log/maintenance-release-10/ Tue, 15 Nov 2016 08:00:39 +0000 https://www.kashflow.com/?post_type=change-log&p=75608 This release of KashFlow includes enhancements in the following areas: New signup process and welcome dialog. Updated getting started dashboard. Bank Feed setup update for slow running banks. Bank Feed CSV – update to support multiple line descriptions. Bank Feed CSV – pre-loading old data no longer automatic. General enhancements and fixes.

The post Maintenance Release appeared first on IRIS KashFlow.

]]> Maintenance Release https://www.kashflow.com/change-log/maintenance-release-9/ Sat, 01 Oct 2016 08:00:06 +0000 https://www.kashflow.com/?post_type=change-log&p=75041 This release of KashFlow includes enhancements in the following areas: Pricing updates. Update to the bank feeds login process for slow performing banks. General enhancements and fixes.

The post Maintenance Release appeared first on IRIS KashFlow.

]]> IRIS Chart of Accounts https://www.kashflow.com/change-log/iris-chart/ Tue, 13 Sep 2016 08:00:40 +0000 https://www.kashflow.com/?post_type=change-log&p=74867 This release of KashFlow adds support for the IRIS Chart of Accounts. Included in this release: New default nominal codes available based on the IRIS codes. New accounting periods feature and improved year end process. New business type categorisation. New forex code split into gains and losses for IRIS chart. Updated company details page. General enhancements and fixes. For […]

The post IRIS Chart of Accounts appeared first on IRIS KashFlow.

]]> Timeline of Top Features https://www.kashflow.com/change-log/timeline-top-features/ Tue, 30 Aug 2016 13:33:07 +0000 https://www.kashflow.com/?post_type=change-log&p=74764 We are continuously evolving KashFlow to make it easier for our customers to run their businesses. Here are some of the great things we have added in the last few years:

The post Timeline of Top Features appeared first on IRIS KashFlow.

]]> VAT Updates to EC Sales and FRS https://www.kashflow.com/change-log/vat-update-1-ecsl-frs/ Fri, 12 Aug 2016 08:00:56 +0000 https://www.kashflow.com/?post_type=change-log&p=74607 This release of KashFlow includes updates to VAT covering EC Sales and FRS. Included in this release: EC Sales List – You now have the option to disable automatic submission of EC Sales List. EC Sales List – In line with disabling submission, you can now download your EC Sales List. EC Sales List – Update for […]

The post VAT Updates to EC Sales and FRS appeared first on IRIS KashFlow.

]]> Maintenance Release https://www.kashflow.com/change-log/maintenance-release-8/ Tue, 26 Apr 2016 07:00:16 +0000 https://www.kashflow.com/?post_type=change-log&p=73756 This release of KashFlow includes enhancements in the following areas: Bank Feeds – Issues with multi factor authentication timing out resolved. General enhancements and fixes

The post Maintenance Release appeared first on IRIS KashFlow.

]]> Maintenance Release https://www.kashflow.com/change-log/maintenance-release-7/ Thu, 17 Mar 2016 07:00:05 +0000 https://www.kashflow.com/?post_type=change-log&p=73430 This release of KashFlow includes enhancements in the following areas: Email – Configure your own SMTP account details within KashFlow. General enhancements and fixes.

The post Maintenance Release appeared first on IRIS KashFlow.

]]> KashFlow Apps: ConnectMyApps https://www.kashflow.com/change-log/apps-connectmyapps-iwoca/ Tue, 01 Mar 2016 06:00:42 +0000 https://www.kashflow.com/?post_type=change-log&p=73263 We’ve extended the apps available within KashFlow to include two new providers: ConnectMyApps – Synchronize data between your Accounting, Invoicing, CRM, E-mail, E-Commerce and other apps. More details can be found in our Knowledge Base.

The post KashFlow Apps: ConnectMyApps appeared first on IRIS KashFlow.

]]> Maintenance Release https://www.kashflow.com/change-log/maintenance-release-6/ Thu, 28 Jan 2016 08:00:55 +0000 https://www.kashflow.com/?post_type=change-log&p=73152 This release of KashFlow includes enhancements in the following areas: Repeat Invoices – You can now set a future start date. Bank Feeds – Resume later failed or long running bank feed setups. Bank Feeds – Rule validation. If you delete a nominal used in a rule, the rule will be disabled. Bank Feeds – Simplified […]

The post Maintenance Release appeared first on IRIS KashFlow.

]]> KashFlow Payments https://www.kashflow.com/change-log/kashflow-payments/ Thu, 05 Nov 2015 07:30:52 +0000 http://www.kashflow.com/?post_type=change-log&p=72315 This latest release of KashFlow adds new functionality to payments. You can now specify at the invoice level whether to send clients a payment button for credit card or bank payments. More information on payments is available in our knowledge base. Included in this release: Payments – Option to send customers a pay button for […]

The post KashFlow Payments appeared first on IRIS KashFlow.

]]> Maintenance Release https://www.kashflow.com/change-log/maintenance-release-5/ Tue, 20 Oct 2015 04:29:52 +0000 http://www.kashflow.com/?post_type=change-log&p=72314 This release of KashFlow includes enhancements in the following areas: VAT MOSS report download resolved Bank Feeds update to remove pending transactions General enhancements and fixes

The post Maintenance Release appeared first on IRIS KashFlow.

]]> Maintenance Release https://www.kashflow.com/change-log/maintenance-release-4/ https://www.kashflow.com/change-log/maintenance-release-4/#respond Thu, 03 Sep 2015 05:21:26 +0000 http://www.kashflow.com/?p=72119&post_type=change-log This release of KashFlow includes enhancements in the following areas: Fix for the “keep me logged in” function Performance enhancements to customer and suppliers section General enhancements and fixes

The post Maintenance Release appeared first on IRIS KashFlow.

]]> https://www.kashflow.com/change-log/maintenance-release-4/feed/ 0 Maintenance Release https://www.kashflow.com/change-log/maintenance-release-3/ https://www.kashflow.com/change-log/maintenance-release-3/#respond Thu, 06 Aug 2015 06:26:31 +0000 http://www.kashflow.com/?p=72045&post_type=change-log This release of KashFlow includes enhancements in the following areas: Referrals – The dashboard widget can now be hidden VAT – Threshold on liability warning raised to 82K Performance enhancements to customers section General enhancements and fixes

The post Maintenance Release appeared first on IRIS KashFlow.

]]> https://www.kashflow.com/change-log/maintenance-release-3/feed/ 0 KashFlow getting started with referrals https://www.kashflow.com/change-log/kashflow-getting-started-with-referrals/ https://www.kashflow.com/change-log/kashflow-getting-started-with-referrals/#respond Tue, 07 Jul 2015 06:23:32 +0000 http://www.kashflow.com/?p=71954&post_type=change-log We want to make it easy for new users to get going with KashFlow so we’ve added a new Getting Started widget to the main dashboard. When you’re up and running, why not refer a friend. You can now access referrals from the dashboard and the main menu. Take it further, and add your referral […]

The post KashFlow getting started with referrals appeared first on IRIS KashFlow.

]]> https://www.kashflow.com/change-log/kashflow-getting-started-with-referrals/feed/ 0 KashFlow Apps https://www.kashflow.com/change-log/kashflow-apps/ https://www.kashflow.com/change-log/kashflow-apps/#respond Fri, 19 Jun 2015 06:18:13 +0000 http://www.kashflow.com/?p=71891&post_type=change-log This latest update to KashFlow brings together third party apps and services within their own dedicated area. We also highlight our top apps so you can find out more about them and add them to your KashFlow account. Included in this release: Apps – New apps section, available from the main menu, highlighting our top […]

The post KashFlow Apps appeared first on IRIS KashFlow.

]]> https://www.kashflow.com/change-log/kashflow-apps/feed/ 0 Maintenance Release https://www.kashflow.com/change-log/maintenance-release-2/ https://www.kashflow.com/change-log/maintenance-release-2/#respond Thu, 21 May 2015 06:55:32 +0000 http://www.kashflow.com/?p=71551&post_type=change-log This release of KashFlow includes enhancements in the following areas: GoCardless – Update to support planned longer IDs Sage Importer – Now supports users on the latest version of KashFlow. General enhancements and fixes.

The post Maintenance Release appeared first on IRIS KashFlow.

]]> https://www.kashflow.com/change-log/maintenance-release-2/feed/ 0 Maintenance Release https://www.kashflow.com/change-log/maintenance-release/ https://www.kashflow.com/change-log/maintenance-release/#respond Wed, 06 May 2015 09:51:10 +0000 http://www.kashflow.com/?p=71342&post_type=change-log This release of KashFlow fixes issues in the following areas: CSV Importer – Now available to all users. Includes validation fixes. VAT MOSS – Support for fixed establishments. KashFlow Connect – Fixes for nominals. General enhancements and fixes.

The post Maintenance Release appeared first on IRIS KashFlow.

]]> https://www.kashflow.com/change-log/maintenance-release/feed/ 0 VAT Moss Returns https://www.kashflow.com/change-log/vat-moss-returns/ https://www.kashflow.com/change-log/vat-moss-returns/#respond Fri, 27 Mar 2015 07:32:25 +0000 http://www.kashflow.com/?p=70771&post_type=change-log The latest update to KashFlow allows you to create your VAT MOSS return for submission to HMRC. Included in this release: VAT MOSS – You can now generate your VAT MOSS return, available from the reports screen. This includes a breakdown report so you can see which invoices are included. An in depth guide to […]

The post VAT Moss Returns appeared first on IRIS KashFlow.

]]> https://www.kashflow.com/change-log/vat-moss-returns/feed/ 0 Release – 12 March 2015 https://www.kashflow.com/change-log/release-12-march-2015/ https://www.kashflow.com/change-log/release-12-march-2015/#respond Thu, 12 Mar 2015 07:23:08 +0000 http://www.kashflow.com/?p=70651&post_type=change-log This release of KashFlow fixes issues in the following areas: API – For partners creating users via the API, API access will now be enabled. Banks – Fixed issues with locking and reconcile dates. Bank Feeds – Fixed issues when assigning to bank transactions and transfers. Bank Feeds – Enhancements to error messages. General enhancements […]

The post Release – 12 March 2015 appeared first on IRIS KashFlow.

]]> https://www.kashflow.com/change-log/release-12-march-2015/feed/ 0 VAT MOSS https://www.kashflow.com/change-log/vat-moss/ https://www.kashflow.com/change-log/vat-moss/#respond Mon, 29 Dec 2014 12:33:18 +0000 http://www.kashflow.com/?p=70005&post_type=change-log We’re happy to announce that KashFlow will be proceeding with deployment of VAT MOSS functionality tomorrow 30th December 2014. This deployment will happen in the very early morning, and therefore KashFlow and the API will be unavailable between the hours of 3am – 7.30am. This deployment will also include a high number of further fixes and smaller […]

The post VAT MOSS appeared first on IRIS KashFlow.

]]> https://www.kashflow.com/change-log/vat-moss/feed/ 0 API Change – VAT MOSS https://www.kashflow.com/change-log/api-change-vat-moss/ https://www.kashflow.com/change-log/api-change-vat-moss/#respond Mon, 29 Dec 2014 12:03:35 +0000 http://www.kashflow.com/?p=70002&post_type=change-log We’re introducing changes to the SOAP API that will be getting deployed early tomorrow, 30th December 2014. This will result in the application and API being unavailable between the hours of 3am – 7.30-am. These changes introduce optional fields to support new VAT MOSS functionality within KashFlow and should not require any changes to your […]

The post API Change – VAT MOSS appeared first on IRIS KashFlow.

]]> https://www.kashflow.com/change-log/api-change-vat-moss/feed/ 0 Unified Bank Reconciliation https://www.kashflow.com/change-log/unified-bank-reconciliation/ https://www.kashflow.com/change-log/unified-bank-reconciliation/#respond Thu, 11 Sep 2014 07:21:50 +0000 http://www.kashflow.com/?p=68703&post_type=change-log We’re happy to announce that new unified bank reconciliation is now available on the new KashFlow user interface. Unified bank reconciliation replaces the ‘split screen’ view and is designed to make reconciliation quicker and easier. The split reconciliation method was one of our most requested features to change as it divided transactions into money-in and […]

The post Unified Bank Reconciliation appeared first on IRIS KashFlow.

]]> https://www.kashflow.com/change-log/unified-bank-reconciliation/feed/ 0 Dashboard https://www.kashflow.com/change-log/dashboard/ https://www.kashflow.com/change-log/dashboard/#respond Tue, 29 Jul 2014 09:18:11 +0000 http://www.kashflow.com/?p=66318&post_type=change-log As part of continued re-engineering work we’ve now launched our redeveloped dashboard page. The dashboard replaces the previous overview page. All admin users of the new application can access the new dashboard by logging into their KashFlow accounts. Additional users cannot access this page, similarly users of the classic application are not affected. Documentation on […]

The post Dashboard appeared first on IRIS KashFlow.

]]> https://www.kashflow.com/change-log/dashboard/feed/ 0 Coming Soon – Dashboard https://www.kashflow.com/change-log/coming-soon-dashboard/ https://www.kashflow.com/change-log/coming-soon-dashboard/#respond Fri, 25 Jul 2014 15:11:49 +0000 http://www.kashflow.com/?p=66315&post_type=change-log As part of continued re-engineering work, we will shortly be deploying a new version of the overview page as pictured below. The new overview page has now become Dashboard and contains all the elements of our current overview page but now with a cleaner, modern and more functional design. This new Dashboard contains some important […]

The post Coming Soon – Dashboard appeared first on IRIS KashFlow.

]]> https://www.kashflow.com/change-log/coming-soon-dashboard/feed/ 0 Email Bounce Notifications https://www.kashflow.com/change-log/email-bounce-notifications/ https://www.kashflow.com/change-log/email-bounce-notifications/#respond Thu, 19 Jun 2014 04:52:34 +0000 http://www.kashflow.com/?p=65934&post_type=change-log As part of ongoing improvements to KashFlow, we’ve now introduced email bounce notifications in the system. This now means that users will now receive an email notification when an email cannot be delivered due to an error. We will notify in the following scenarios (where the recipients mail server notified us of the delivery failure); The […]

The post Email Bounce Notifications appeared first on IRIS KashFlow.

]]> https://www.kashflow.com/change-log/email-bounce-notifications/feed/ 0 API Change – Customer & Supplier Codes https://www.kashflow.com/change-log/api-change-customer-supplier-codes/ https://www.kashflow.com/change-log/api-change-customer-supplier-codes/#respond Tue, 10 Jun 2014 11:01:22 +0000 http://www.kashflow.com/?p=65902&post_type=change-log Due to continued re-engineering of KashFlow, we have now introduced a validation within the application to prevent special characters (i.e. @,#$ – and spaces) from being used in customer and supplier codes only. A small amount of existing users that have these codes present have been asked to change them via an in app notification and […]

The post API Change – Customer & Supplier Codes appeared first on IRIS KashFlow.

]]> https://www.kashflow.com/change-log/api-change-customer-supplier-codes/feed/ 0 Batch Payments Changes https://www.kashflow.com/change-log/batch-payments-changes/ https://www.kashflow.com/change-log/batch-payments-changes/#respond Thu, 05 Jun 2014 23:32:29 +0000 http://www.kashflow.com/?p=65861&post_type=change-log As part of continued efforts to re-engineer KashFlow, we’ve now introduced new batch payments screens for purchase batch payments, and editing of existing invoice and purchase batch payments. The specific changes apply to; Edit and Delete of Invoice batch payment Create, Edit and Delete of Purchase batch payment Print and Email of Purchase batch payment There is no […]

The post Batch Payments Changes appeared first on IRIS KashFlow.

]]> https://www.kashflow.com/change-log/batch-payments-changes/feed/ 0 Purchases Changes https://www.kashflow.com/change-log/purchases-changes/ https://www.kashflow.com/change-log/purchases-changes/#respond Wed, 30 Apr 2014 06:46:28 +0000 http://www.kashflow.com/?p=65673&post_type=change-log As part of continued development, we’re happy to announce our latest changes have been deployed. Our latest update to new KashFlow primarily focuses on Purchases which is now fully transitioned to use JavaScript technology and is consistent with Quotes & Invoices. We’ve also made numerous enhancements throughout the application and squashed some bugs. The primary […]

The post Purchases Changes appeared first on IRIS KashFlow.

]]> https://www.kashflow.com/change-log/purchases-changes/feed/ 0 Orbit Accounts becomes IRIS KashFlow Connect https://www.kashflow.com/change-log/orbit-accounts-becomes-iris-kashflow-connect/ https://www.kashflow.com/change-log/orbit-accounts-becomes-iris-kashflow-connect/#respond Thu, 24 Apr 2014 09:00:39 +0000 http://www.kashflow.com/?p=65645&post_type=change-log We’re happy to announce our software for accountants and bookkeepers, previously known as Orbit Accounts, has transitioned to align itself with the IRIS brand and become IRIS KashFlow Connect. IRIS KashFlow Connect is a suite that allows bookkeepers and accountants to manage, control, and report on their clients KashFlow accounts from a single, easy to […]

The post Orbit Accounts becomes IRIS KashFlow Connect appeared first on IRIS KashFlow.

]]> https://www.kashflow.com/change-log/orbit-accounts-becomes-iris-kashflow-connect/feed/ 0 API Change – Insert Customer “UseCustomDeliveryAddress” element https://www.kashflow.com/change-log/api-change-insert-customer-usecustomdeliveryaddress-element/ https://www.kashflow.com/change-log/api-change-insert-customer-usecustomdeliveryaddress-element/#respond Tue, 15 Apr 2014 10:50:37 +0000 http://www.kashflow.com/?p=65551&post_type=change-log   We have added a new required field when using PHP coding in order to insert an invoice into the system, this will require some changes to be made to your current code. By doing this you will be able to change a delivery address on  a per invoice basis to produce accurate packing slips. […]

The post API Change – Insert Customer “UseCustomDeliveryAddress” element appeared first on IRIS KashFlow.

]]> https://www.kashflow.com/change-log/api-change-insert-customer-usecustomdeliveryaddress-element/feed/ 0 Barclays ePDQ Extra Plus Service https://www.kashflow.com/change-log/barclays-epdq-service/ https://www.kashflow.com/change-log/barclays-epdq-service/#respond Wed, 09 Apr 2014 05:00:34 +0000 http://www.kashflow.com/?p=65543&post_type=change-log As Barclay’s have changed their online payments service (ePDQ), we have made the appropriate changes within KashFlow to support this new service, known as Barclays ePDQ Extra Plus. This service is now available within KashFlow by going to Settings > Card Options > Setting the processor to Barclays ePDQ Extra Plus > Entering your credentials. […]

The post Barclays ePDQ Extra Plus Service appeared first on IRIS KashFlow.

]]> https://www.kashflow.com/change-log/barclays-epdq-service/feed/ 0 Delivery Address on Invoice https://www.kashflow.com/change-log/delivery-address-on-invoice/ https://www.kashflow.com/change-log/delivery-address-on-invoice/#respond Thu, 12 Dec 2013 10:31:13 +0000 http://www.kashflow.com/?p=64851&post_type=change-log In an effort to continually improve KashFlow and due to strong demand and feedback on this feature on the KashFlow Suggestion Centre we’ve now deployed a change that will allows you to display a customer’s delivery address on their invoice PDF, whereas before the delivery address would only show on packing slips. We’ve exposed the […]

The post Delivery Address on Invoice appeared first on IRIS KashFlow.

]]> https://www.kashflow.com/change-log/delivery-address-on-invoice/feed/ 0 Sage Importer Changes https://www.kashflow.com/change-log/sage-importer-changes/ https://www.kashflow.com/change-log/sage-importer-changes/#respond Thu, 12 Dec 2013 10:30:54 +0000 http://www.kashflow.com/?p=64849&post_type=change-log Due to development requirements of the new KashFlow user interface with support for additional users and more, we’ve had to introduce some changes to our Sage Importer. These changes aren’t applicable to any imports done until now and are only relevant for any imports from today onwards. Furthermore, the changes will only be applicable to […]

The post Sage Importer Changes appeared first on IRIS KashFlow.

]]> https://www.kashflow.com/change-log/sage-importer-changes/feed/ 0 Change to Email Backups Delivery Time https://www.kashflow.com/change-log/change-to-email-backups-delivery-time/ https://www.kashflow.com/change-log/change-to-email-backups-delivery-time/#respond Thu, 05 Dec 2013 11:51:26 +0000 http://www.kashflow.com/?p=64774&post_type=change-log In an effort to increase the efficiency and reliability of our email backups, we’re going to be making some changes to delivery date of some users backups. Currently, you can enable email backups by going to Settings > Email Backups and by selecting a day of the month to receive your backups. Because of the […]

The post Change to Email Backups Delivery Time appeared first on IRIS KashFlow.

]]> https://www.kashflow.com/change-log/change-to-email-backups-delivery-time/feed/ 0 API Change – Customer Related Changes https://www.kashflow.com/change-log/api-change-customer-related-changes/ https://www.kashflow.com/change-log/api-change-customer-related-changes/#respond Thu, 10 Oct 2013 11:21:51 +0000 http://www.kashflow.com/?p=64180&post_type=change-log Due to continued improvements to KashFlow, developers and consumers of the KashFlow SOAP API should be aware of some changes we’re making to customer related fields. The following validation changes will be made live October 15th 2013, consumers of the API should make any required changes before this date. Methods Affected InsertCustomer and UpdateCustomer methods […]

The post API Change – Customer Related Changes appeared first on IRIS KashFlow.

]]> https://www.kashflow.com/change-log/api-change-customer-related-changes/feed/ 0 Minor Changes https://www.kashflow.com/change-log/minor-changes/ https://www.kashflow.com/change-log/minor-changes/#respond Tue, 24 Sep 2013 08:35:31 +0000 http://www.kashflow.com/?p=63315&post_type=change-log As part of ongoing development and as a result of great feedback and ideas that have been posted on the KashFlow Suggestion Centre we’ve introduced some changes to KashFlow; Opening Balance on Statements – One of our most popular requests, customer and supplier statements now include an opening balance and will give a consistent figures […]

The post Minor Changes appeared first on IRIS KashFlow.

]]> https://www.kashflow.com/change-log/minor-changes/feed/ 0 Stripe Payment Processor https://www.kashflow.com/change-log/stripe-payment-processor-2/ https://www.kashflow.com/change-log/stripe-payment-processor-2/#respond Wed, 07 Aug 2013 13:15:07 +0000 http://www.kashflow.com/?p=63497&post_type=change-log We’re happy to announce that our Stripe integration is now out of beta and fully live! Stripe is a payment processor that allows you take instantly take card payments online for a simple flat fee of 2.4% + 20p + VAT per successful charge. There’s no setup fees, no monthly fees, no card storage fees, no […]

The post Stripe Payment Processor appeared first on IRIS KashFlow.

]]> https://www.kashflow.com/change-log/stripe-payment-processor-2/feed/ 0 API Change – GetReceipts with Paging https://www.kashflow.com/change-log/api-change-getreceipts-with-paging/ https://www.kashflow.com/change-log/api-change-getreceipts-with-paging/#respond Thu, 04 Jul 2013 14:28:15 +0000 http://www.kashflow.com/?p=62584&post_type=change-log As part of further improvements to our API and to ensure quicker and more efficient results for all API consumers we will shortly be introducing a new method for fetching receipts along with paging parameters (GetReceiptsWithPaging). Please be aware that this paging method will be introduced on August 1st 2013 and so we are advising all API users […]

The post API Change – GetReceipts with Paging appeared first on IRIS KashFlow.

]]> https://www.kashflow.com/change-log/api-change-getreceipts-with-paging/feed/ 0 New SOAP API function – GetProductsWithSubProducts https://www.kashflow.com/change-log/new-soap-api-function-getproductswithsubproducts/ https://www.kashflow.com/change-log/new-soap-api-function-getproductswithsubproducts/#respond Thu, 27 Jun 2013 10:45:06 +0000 http://www.kashflow.com/?p=62600&post_type=change-log As part of our objective to enhance the functionality of our API, we’ve introduced a new scalable function to get a list of nominal codes that include a list of products (within your sales types) and sub-outgoing types (within your outgoing types). Full details on this new method are available on the KashFlow Developers Documentation.

The post New SOAP API function – GetProductsWithSubProducts appeared first on IRIS KashFlow.

]]> https://www.kashflow.com/change-log/new-soap-api-function-getproductswithsubproducts/feed/ 0 Product Code Changes https://www.kashflow.com/change-log/product-code-changes/ https://www.kashflow.com/change-log/product-code-changes/#respond Mon, 03 Jun 2013 11:44:46 +0000 http://www.kashflow.com/?p=62456&post_type=change-log As part of continued improvements to KashFlow we’re making some changes to the product code field, for both products and sub-outgoing types. What is changing? Previously, the product code field was not required and you were free to leave this blank or enter in any code including duplicates. As of later today, we’ll be rolling […]

The post Product Code Changes appeared first on IRIS KashFlow.

]]> https://www.kashflow.com/change-log/product-code-changes/feed/ 0 A New Form For Sending Emails https://www.kashflow.com/change-log/a-new-form-for-sending-emails/ https://www.kashflow.com/change-log/a-new-form-for-sending-emails/#respond Sat, 01 Jun 2013 00:06:50 +0000 http://www.kashflow.com/?p=62450&post_type=change-log As we’ve continued to add more and more features to the software, some inconsistencies inevitably get introduced. A perfect example of this were the pages where you send emails (invoices, remittance advice, reminder letters, etc). They all varied a little. Some used the Email Template system, some didn’t. Some allowed HTML, some didn’t. We’ve now […]

The post A New Form For Sending Emails appeared first on IRIS KashFlow.

]]> https://www.kashflow.com/change-log/a-new-form-for-sending-emails/feed/ 0 Quick Access to Nominal Activity https://www.kashflow.com/change-log/quick-access-to-nominal-activity/ https://www.kashflow.com/change-log/quick-access-to-nominal-activity/#respond Wed, 01 May 2013 17:40:39 +0000 http://www.kashflow.com/?p=62149&post_type=change-log If you want to see the transactions on a particular code, you can go via the Trial Balance Report or Nominal Ledger Report. But we’ve just added a quicker route to get straight into the specifics of a nominal code without having to first run a report. Simply got to Settings -> Chart of Accounts, […]

The post Quick Access to Nominal Activity appeared first on IRIS KashFlow.

]]> https://www.kashflow.com/change-log/quick-access-to-nominal-activity/feed/ 0 GoCardless – View Pending Direct Debit Requests https://www.kashflow.com/change-log/gocardless-view-pending-direct-debit-requests/ https://www.kashflow.com/change-log/gocardless-view-pending-direct-debit-requests/#respond Sat, 27 Apr 2013 14:24:10 +0000 http://www.kashflow.com/?p=62081&post_type=change-log Our customers have told us that it’s annoying to not be able to see when a GoCardless Direct Debit Mandate has been sent to a customer but not yet completed. So we’ve changed that. If you view a customer record that has a pending Direct Debit Mandate then then it will tell you that there […]

The post GoCardless – View Pending Direct Debit Requests appeared first on IRIS KashFlow.

]]> https://www.kashflow.com/change-log/gocardless-view-pending-direct-debit-requests/feed/ 0 View GoCardless Status for All Customers https://www.kashflow.com/change-log/view-gocardless-status-for-all-customers/ https://www.kashflow.com/change-log/view-gocardless-status-for-all-customers/#respond Sat, 27 Apr 2013 14:22:34 +0000 http://www.kashflow.com/?p=62078&post_type=change-log You can now easily see which customers have a GoCardless Direct Debit Mandate set up. Simply run the Customers Report (Either from the top of the main “Customers” page, or from within the “Reports” section) There is a new column labelled “GoCardless Mandate”. This will read either YES, NO or PENDING.

The post View GoCardless Status for All Customers appeared first on IRIS KashFlow.

]]> https://www.kashflow.com/change-log/view-gocardless-status-for-all-customers/feed/ 0 Nominal Ledger Report Code Selection https://www.kashflow.com/change-log/nominal-ledger-report-code-selection/ https://www.kashflow.com/change-log/nominal-ledger-report-code-selection/#respond Fri, 05 Apr 2013 15:33:21 +0000 http://www.kashflow.com/?p=61836&post_type=change-log We’ve just made a small change to the Nominal Ledger report. There is now a master “(de)select all” so you can (de)select all codes in one click There is still the option to (de)select all codes within a category. Additionally, you can now re-order the codes on screen by either code number or code name […]

The post Nominal Ledger Report Code Selection appeared first on IRIS KashFlow.

]]> https://www.kashflow.com/change-log/nominal-ledger-report-code-selection/feed/ 0 Codes on Aged Debtors and Creditors https://www.kashflow.com/change-log/codes-on-aged-debtors-and-creditors/ https://www.kashflow.com/change-log/codes-on-aged-debtors-and-creditors/#respond Fri, 05 Apr 2013 15:31:17 +0000 http://www.kashflow.com/?p=61834&post_type=change-log We’ve just made a small change the the Aged Debtors and Creditors reports. These reports now include the customer and supplier code as well as the customer/supplier name. The codes are included on-screen and in the downloadable CSV file

The post Codes on Aged Debtors and Creditors appeared first on IRIS KashFlow.

]]> https://www.kashflow.com/change-log/codes-on-aged-debtors-and-creditors/feed/ 0 Adding/Editing Payments for Invoices https://www.kashflow.com/change-log/addingediting-payments-for-invoices/ https://www.kashflow.com/change-log/addingediting-payments-for-invoices/#respond Mon, 11 Mar 2013 14:00:58 +0000 http://www.kashflow.com/?p=61247&post_type=change-log We’ve made a small change the to appearance of the part of the page where you add/edit payments for invoices. This is largely to improve the way it looks and to prepare it for future development. There are two main changes: 1) The links to edit the payment, delete a payment, print a receipt, etc are now […]

The post Adding/Editing Payments for Invoices appeared first on IRIS KashFlow.

]]> https://www.kashflow.com/change-log/addingediting-payments-for-invoices/feed/ 0 Customer Report – Two New Fields https://www.kashflow.com/change-log/customer-report-two-new-fields/ https://www.kashflow.com/change-log/customer-report-two-new-fields/#respond Mon, 11 Mar 2013 13:57:48 +0000 http://www.kashflow.com/?p=61244&post_type=change-log We’ve added two additional fields to the Customer Report. These fields give the date of the first and last invoice for the customer. The report can be downloaded by going to the Customers section and clicking the “download” button at the top of the page

The post Customer Report – Two New Fields appeared first on IRIS KashFlow.

]]> https://www.kashflow.com/change-log/customer-report-two-new-fields/feed/ 0 PDF Themes https://www.kashflow.com/change-log/pdf-themes/ https://www.kashflow.com/change-log/pdf-themes/#respond Tue, 26 Feb 2013 12:33:46 +0000 http://www.kashflow.com/?p=61025&post_type=change-log We’re now rolling out a big change to the way invoices, quotes and other PDF Documents are generated. It addresses a number of common requests including: Higher resolution logos Give more flexibility over the look and feel of invoices Build your own “themes” using HTML and CSS Support for foreign characters (everything from Greek to […]

The post PDF Themes appeared first on IRIS KashFlow.

]]> https://www.kashflow.com/change-log/pdf-themes/feed/ 0 Opt in to become a Beta Tester https://www.kashflow.com/change-log/opt-in-to-become-a-beta-tester/ https://www.kashflow.com/change-log/opt-in-to-become-a-beta-tester/#respond Sun, 10 Feb 2013 14:29:33 +0000 http://www.kashflow.com/?p=58829&post_type=change-log We’re going to be rolling out lots of great new stuff this year. We’d really value getting your feedback on it before it’s released to everyone. So we’ve made it easy for you to decide to become a beta tester. Just log in to your account and go to Settings -> Company Details and tick […]

The post Opt in to become a Beta Tester appeared first on IRIS KashFlow.

]]> https://www.kashflow.com/change-log/opt-in-to-become-a-beta-tester/feed/ 0 Setting up PayOnline/PayPal Buttons https://www.kashflow.com/change-log/setting-up-payonlinepaypal-buttons/ https://www.kashflow.com/change-log/setting-up-payonlinepaypal-buttons/#respond Sun, 10 Feb 2013 14:28:05 +0000 http://www.kashflow.com/?p=58828&post_type=change-log The “Invoice Options” section is shortly getting a big upgrade. So some of the options that are currently there need to be moved. The option for setting which payment button to display on your invoices has now moved to Settings -> Card Options. This makes more sense as it’s where you set up your payment […]

The post Setting up PayOnline/PayPal Buttons appeared first on IRIS KashFlow.

]]> https://www.kashflow.com/change-log/setting-up-payonlinepaypal-buttons/feed/ 0 KashDroid Android App https://www.kashflow.com/change-log/kashdroid-android-app/ https://www.kashflow.com/change-log/kashdroid-android-app/#respond Wed, 30 Jan 2013 11:08:12 +0000 http://www.kashflow.com/?p=56400&post_type=change-log We can’t take the credit for this one as we didn’t create it. But we thought you’d like to know that there’s a now an Android app for KashFlow. More details on our blog post: KashDroid

The post KashDroid Android App appeared first on IRIS KashFlow.

]]> https://www.kashflow.com/change-log/kashdroid-android-app/feed/ 0 Tradeshift Integration https://www.kashflow.com/change-log/tradeshift-integration/ https://www.kashflow.com/change-log/tradeshift-integration/#respond Wed, 30 Jan 2013 11:07:52 +0000 http://www.kashflow.com/?p=56399&post_type=change-log We’ve just announce integration with Tradeshift, an invoice delivery platform. More details can be found on the blog at https://www.kashflow.com/blog/tradeshift-integration/

The post Tradeshift Integration appeared first on IRIS KashFlow.

]]> https://www.kashflow.com/change-log/tradeshift-integration/feed/ 0 Developers Mailing List https://www.kashflow.com/change-log/developers-mailing-list/ https://www.kashflow.com/change-log/developers-mailing-list/#respond Wed, 30 Jan 2013 11:07:14 +0000 http://www.kashflow.com/?p=56398&post_type=change-log We’ve set up a mailing list specifically for those of you that use our API. We’ll be using that list to keep you informed of changes and additions to the API and also where we’ll first be announcing the public beta of a shiny new REST API. If you want to subscribe to it please go to https://www.kashflow.com/developers/

The post Developers Mailing List appeared first on IRIS KashFlow.

]]> https://www.kashflow.com/change-log/developers-mailing-list/feed/ 0 Integration with Realex Payments https://www.kashflow.com/change-log/integration-with-realex-payments/ https://www.kashflow.com/change-log/integration-with-realex-payments/#respond Thu, 17 Jan 2013 13:47:41 +0000 http://www.kashflow.com/?p=56397&post_type=change-log We are now integrated with Realex Payments for the processing of credit cards. If you have an account with Realex Payments (or any of our other supported payment processors) then you can put your account details into KashFlow to enable a number of nice additional features such as an on-screen virtual terminal and PayOnline button […]

The post Integration with Realex Payments appeared first on IRIS KashFlow.

]]> https://www.kashflow.com/change-log/integration-with-realex-payments/feed/ 0 Default Source for new Customers https://www.kashflow.com/change-log/default-source-new-customers/ https://www.kashflow.com/change-log/default-source-new-customers/#respond Sun, 02 Dec 2012 01:06:48 +0000 http://www.kashflow.com/?p=54577&post_type=change-log When you created a new customer record, the “source” option would default to the first entry in the list. That’s a bit annoying. We’ve just updated it so that it remembers the last source you used and it’ll default to that the next time you create a new customer. Much better!

The post Default Source for new Customers appeared first on IRIS KashFlow.

]]> https://www.kashflow.com/change-log/default-source-new-customers/feed/ 0