Paymo – KashFlow integration, beta testers needed
May 27th, 2009

Dear KashFlow users, we invite you to beta test the Paymo – Kashflow integration module. To test the integration module please login to Paymo and type in this link in the URL box:
http://your_company.paymo.biz/sync/ (replace your_company with your Paymo subdomain).

The Sync with KashFlow works in both directions.

Before the actual sync, the system will analyze data on both sides and will display a list of actions. Each action will have a checkbox that you have to check in order the action to be performed. By default, add and update actions will be checked, delete action won’t be checked.
Sync actions are listed in 2 groups: Paymo -> Kashflow, and Kashflow -> Paymo. In each group, the actions are performed on the destination side.
E.g. an add action in the Paymo -> Kashflow group will add the item in Kashflow.
Due to hierarchical structure of items (clients, invoices, payments), checking/unchecking some actions will affect its parent/child dependencies. Adding a sub-item will force add on the parent items. Deleting a parent item will delete all child items.
E.g. When checking an add invoice, add client for that invoice (if the client was not yet added) will be checked too.
When checking delete for a client, all dependent invoices and payment will be checked for delete too.
After a sync, our system will remember the associations between ids of items on both sides. This is used when checking for updates.
A ‘Link’ action means: we’ve detected items with the same name on both sides (kashflow and paymo) which were not sync’d before, and we’d like to register that as a link.

Posted in General | 2 Comments »

New widget 3.0.5 – available for download
May 11th, 2009

The Paymo 3.0.5 widget is now available for download. Along a couple of bugfixes we added the ability to

• group/ungroup projects by clients
• group/ungroup tasks by tasklists

You can do this using the context menu in the Windows try app using the widget settings on Mac. (make sure you hit reload to see the change). The widgets can be downloaded from your management interface from the “Download Desktop Widget” tab.

Posted in Important Information | 5 Comments »