When viewing a customer or supplier record you can now instantly see how many notes are stored against the customer/supplier The tab title for the notes section will change from "Notes" to "Notes (3)" – assuming there are 3 notes.
The attachments icon for receipts (enabled in Settings > Purchase Options) wasn’t showing if you only had Dropbox files uploaded. It now does. It’s worth noting that for receipts where you’ve already uploaded Dropbox files, the icon wont show until you next view the receipt page.
We recently added Dropbox integration so you can attach files to a number of areas in the application. Receipts, or Purchase Invoices, already allowed attachments which were stored on Amazon. We’ve just upgraded the receipts area os it now also uses Dropbox. The following changes have been made: 1) There…
We’ve introduced some options to give you more control over which elements are shown on the Overview dashboard that you see when you first log in. We’ve also brought together a few other display-related options and put them all on one page to make it easier for you to customise…
A few days ago we introduced Dropbox integration. We’ve added a few extra features based on feedback received. You can now: – attach files to bank accounts – attach files to bank transactions – preview files using Google Docs View The above can all be enabled in Settings –> External…
We’ve just added a feature that lets you give access to your KashFlow account to your accountant without you having to give them your username or password. To invite your accountant into your KashFlow account just go to Settings -> Accountants’ Access. There is no cost to you or your…
We recently added a "Support" tab at the right of every screen so you could easily access the knowledge base and open support tickets. It’s annoying for people with small screens or an aversion to floating blue buttons. So we have added an option to either move it to the…
We’ve just released integration with Dropbox. So you can now upload and store files against lots of different areas of the software including invoices,.customers and suppliers. This can be enabled in Settings -> External Services – Dropbox There is more information about this integration on the KashFlow blog.
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