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1 Vote

Post multiple bank payments as a batch

I have 80-100 bank payments to post every month, outside of the Purchase Ledger. I would like to upload these as a CSV file and allocate Nominal and Tax codes in a similar way that I match payments to purchase invoices, then import them into the b...

Created 11 Jan 11:41 by Guest

IRIS KashFlow / Bank

1 Acknowledged
1 Vote

The default purchase code doesn't load when creating a new purchase in the 'Import Bank Transactions' page

Each supplier in KashFlow has a 'Default Purchase Code' you can apply in the Supplier Record page. After linking my bank account to import the transactions directly into KashFlow, I have noticed that when I need to create a new purchase for a tran...

Created 11 Jan 11:07 by Guest

IRIS KashFlow / Purchases

1 Already exists
1 Vote

Report on quotes

I would like a report please that can be download into a CSV file which details the invoices raised against each quote, ideally by client account, which also shows quotes with no invoice number thus enabling us to identify which have not been invo...

Created 06 Jan 09:38 by Guest

IRIS KashFlow / Reports

0 Will not implement
1 Vote

Ability to total cash paid and cheque paid customers individually at the end of a period to transfer into current account

I have customers that pay by cash or cheques and have listed these invoices in a 'undeposited bank' account. At the end of the week I need a total sum of cash and a total sum of cheques to be able to transfer the moneys into my current account. It...

Created 05 Jan 17:52 by Guest

IRIS KashFlow / Bank

1 Already exists
1 Vote

Allow Stock to be increased on receipt of invoice

When I purchase some of my stock items, I tend to receive an invoice payable within 30 days. If I create the invoice on Kashflow, the stock is NOT updated until I make payment which is confusing. There should be an ability when creating the suppli...

Created 31 Dec 09:58 by Rich Mellor

IRIS KashFlow / Purchases

2 Acknowledged
1 Vote

Despatch Method

We use several different hauliers and it would be helpful if we could show these on the packing note.

Created 22 Dec 15:07 by Guest

IRIS KashFlow / Invoicing & Quotes

0 Acknowledged
1 Vote

Invoice due date bug

When you change an invoice date (eg when you convert from a quotation or when some work is moved to a different date) the invoice due date does not automatically change in line with the automated terms condition (eg 30 days) - this would seem illo...

Created 17 Dec 10:52 by Rob Smith

IRIS KashFlow / Invoicing & Quotes

0 Acknowledged
1 Vote

Aged debtors and creditors reports to be based on due date not issued date

The report details values under the month issued not the month the monies are due

Created 11 Dec 10:40 by Guest

IRIS KashFlow / Reports

0 Acknowledged
1 Vote

Column for Consumer Price on Invoices

KashFlow needs to be able to show a column on invoices specifying the consumer price of the product. At present when we invoice our customers (shops) for a product at say €10 - this is OK and shows on the invoiceBut then the invoice must show the ...

Created 09 Dec 18:10 by Guest

IRIS KashFlow / Invoicing & Quotes

0 Will not implement
1 Vote

Allow access to files from dropbox to Kashflow ie 2 ways not just K/flow to dropbox

My employer has a pricing matrix for its products which it would very much like to add to dropbox to enable us to effect quotes. Product prices are allocated on a quantity basis not necessarily a customer basis and we've too many prices to load in...

Created 05 Dec 13:50 by Nick Cotton

IRIS KashFlow / Customers

0 Will not implement