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IRIS KashFlow

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Supplier Activity or Purchase History Report

It would be very helpful if a report could be run per supplier to see your activity with them over a selected time frame. One identical to your 'Customer Purchase History' report would be ideal.
Guest almost 9 years ago in IRIS KashFlow 2 Already exists

Allow accounts in the Chart of Accounts to be divided into Sub-Accounts

Referring to the Chart of Accounts, within each account a sub-accounts can be made. Currently, however, these sub-accounts are not made available to post transactions to. So for example, in Settings/Chart of Accounts you select an entry, say (4280...
Guest almost 6 years ago in IRIS KashFlow 0 New

Multiple invoices are sent to customers and we would like to automate the credit control but don't want customers to get an email for every individual invoice, can it be linked to a statement instead?

We send out invoices through out the month and a lot of our customers pay upon receipt of a statement at the end of the month. It would be good if we could have automatic credit control on both statements and/or invoices that could be personalised...
Guest about 6 years ago in IRIS KashFlow / Customers 0 New

Customer Transactions EXCLUDING VAT

Ability to view/export to csv Customer Transactions EXCLUDING VAT.
George Ross about 6 years ago in IRIS KashFlow / Customers 0 New

Unreconciled Transactions Report Export to CSV

Add button to "Export to CSV" for Unreconciled Transactions Report.Possibly a formatted print button too.
George Ross about 6 years ago in IRIS KashFlow / Reports 1 New

Facility to Download all Product data from Kashflow, edit and update in Excel and then Upload to Kashflow.

Ideally, I would like the facility to download all my product data listed in sales codes, from Kashflow to Excel, edit and update in Excel, then upload back into Kashflow. This would save hours when product updates are necessary. Currently, I hav...
Neil McD about 6 years ago in IRIS KashFlow / Invoicing & Quotes 1 New

Ability to clear accounts where advance payments net off against each other

If you have posted cash on account, which nets to zero, unless you have an unpaid invoice on the account there is no way of clearing off the transactions. This is especially troublesome if the bank has been reconsiled and or VAT submitted. The...
Guest about 6 years ago in IRIS KashFlow / Payments 0 New

Create bespoke reports

I am trying to create a specific report for my needs and non of the standard reports have the full information which i require. It would be great if i could create a bespoke report.
Guest about 3 years ago in IRIS KashFlow / Reports 0 New

Custom reports

We need more flexibility to drill down into data easily and quickly from within the application. My accountant needs more flexibility in reporting within the nominal ledger but this isn’t possible. Whilst it’s possible to add an extra field to cus...
Guest about 6 years ago in IRIS KashFlow / Reports 0 New

Access non-VAT items paid through the bank.

We operate, in effect, a cash accounting VAT system in that all transactions are only recorded in the bank accounts. It would be helpful to be able to access these transactions and thus avoid potential errors occurring where VAT has inadvertently ...
Guest about 6 years ago in IRIS KashFlow / Reports 0 New