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IRIS KashFlow

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When Printing Show the Project Number on Purchase Orders

We use project numbers on everything we do including; quotes, invoices, purchase orders etc. There should be a field when printing Purchase Orders that shows the project number.
Guest almost 3 years ago in IRIS KashFlow / Projects 0 New

ON KASHFLOW CAN I PULL UP A REPORT FOR INDIVIDUAL SUB CONTRACTOR FOR CIS FOR FINANCIAL YEAR SO I CAN SEND THEM A TAX CERTIFICATE

No description provided
Guest almost 3 years ago in IRIS KashFlow / Suppliers 0 New

Upload VAT Journals via CSV

The above is not available and can only be done with manual input
Guest over 5 years ago in IRIS KashFlow / Other 0 Acknowledged

Import JPEG pictures of bank statements (Eg a general photo of a paper bank statement with our client's carpet in the background) into KASHFLOW from SNAP

I would like to be able to import JPEG pictures of bank statements (Eg a general photo of a paper bank statement with our client's carpet in the background) into KASHFLOW from SNAP? The objective is to capture the data on the bank statement and im...
Guest almost 3 years ago in IRIS KashFlow / Bank 0 New

Assign single payment (merchant card terminal) to multiple invoices

It would be useful when allocating a bank payment to then be able to select multiple invoices from the drop down menu. We get a single payment for all card transactions on a single day and at the moment we have to allocate the whole payment to one...
Guest over 5 years ago in IRIS KashFlow / Payments 0 Planned

I’d like to be able to select the image that I use for the paid stamp on my invoices

Hi I’d like to be able to select the image that I use for the paid stamp on my invoices; in much the same way I that can choose the image that I use for my logo at the top of the invoice. I’ve had clients and other Kashflow users suggest that th...
Alan Morton over 5 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

Reporting using additional purchase extra ref field or custom customer field

Kashflow has the ability to add extra reference fields for purchased or custom customer fields but no reports not even the audit trail details these references, nowhere can i see where you then see these reference fields again, what is the point i...
Louisa over 5 years ago in IRIS KashFlow / Reports 0 Acknowledged

Invoice template are important to us for easy to create same type of service invoices

No description provided
Guest almost 6 years ago in IRIS KashFlow 1 Acknowledged

Basic staff should not be able to delete invoices

We deal with alot of cash customers therefor I don't think someone who can input a sales invoice on the system be able to delete invoices as this puts the company and other members of staff at risk of monies going missing
Guest almost 6 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

merge customers that change their name

We have a number of customers that start as individuals using their own name and, as they grow, they create a company. We would like to be able to merge these two identities so we can see their combined purchases.
Guest almost 6 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged