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1 Vote

Export Products under Sales Codes

Is it possible to create a report to export the products under sales codes. Ive entered over 100 products under various sales codes and want to be able to back them up and refer to them in a report.

Created 16 Jan 10:19 by Steve Prosser

IRIS KashFlow / Reports

0 Acknowledged
1 Vote

Purchase / Sales / Product Code - Lookup Between Code/Name Fields

When typing into the Purchase Code / Sales Code and Product Codes the data is looked up via the "NAME" field not the "Code" field or both. Issue : When searching for a item "Code: AB0123 / Name: Loose Small Bananas...." the Product field only s...

Created 15 Jan 01:30 by Ben

IRIS KashFlow / Purchases

0 Acknowledged
1 Vote

Add Aland Islands to list of Countries

I have a customer in Aland Islands - this is not shown in the country dropdowns.

Created 14 Jan 20:47 by Rich Mellor

IRIS KashFlow / Customers

0 Acknowledged
1 Vote

Improve Imports of Bank Feeds

When importing bank transactions, I find that I have the transactions which have the same description each month - however, in order to match the transaction, I have to each time create a new Invoice, selecting the supplier / customer, payment ref...

Created 14 Jan 19:49 by Rich Mellor

IRIS KashFlow / Bank

0 Acknowledged
1 Vote

Payment method option within bank feed matching

When you match a purchase in the bank feed by using the 'create' button you are not given the option to change the payment type, which means that once it is created in Kashflow you have to go back into the payment and change it downstream - would ...

Created 12 Jan 16:55 by Rob Smith

IRIS KashFlow / Bank

0 Acknowledged
1 Vote

Add quote download to invoice download in customer module

When you click on the download button in the customer module you are given the option to either download all or to download customers selected by invoices between two dates. It would be really handy if there was also a third option to download cus...

Created 11 Jan 17:41 by Rob Smith

IRIS KashFlow / Customers

0 Acknowledged
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

AE Pension Opening Balances

I am a new user to Kashflow Payroll and are, therefore, entering opening balances from another payroll software provider (Iris Payemaster). However, there is no option to add AE Pension opening balances for the YTD. Therefore, my year end reports ...

Created 10 Jan 15:34 by Peter Doble

KashFlow Payroll

0 New
1 Vote

Payroll payslips which can be split into sections to reflect work done for separate customers

I run an agency business where clients are able to audit payroll - as I have multiple clients it would be useful to be able to split the payroll slip into work done for individual clients.

Created 08 Jan 13:08 by Paul Roycroft

KashFlow Payroll

0