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IRIS KashFlow

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Batch redate invoices

It would be really handy for an option to bulk redate invoices. When we create our invoices, we use the packing slip as the delivery date, and print a copy of the invoice which shows the issue date. At the month end, I manually go into each invoic...
Guest 11 months ago in IRIS KashFlow / Invoicing & Quotes 0 New

online training or course

Hi, just wondering if it would ever be possible to have an online course or training session on how to use KashFlow for new users. To learn how to use, to make contacts for future help and support, for helpful tips and tricks on how to use or use ...
Guest 11 months ago in IRIS KashFlow / Uncategorised 0 New

Petty cash / card sales - secretarial & receptionist access

It would be useful to be able to give users differential rights on what they can see and do on different 'bank' accounts. This would allow me, for example, to have a 'petty cash account' that my receptionist/secretarial teams can fully access (bei...
Ralph Greenwall 11 months ago in IRIS KashFlow / Bank 0 New

Recurring Invoice Report

There is no report to export all recurring invoices to see what you are invoicing each customer.
Guest almost 2 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

No original details are automatically coming up. For Purchase codes and payment details.

They told me I needed to add a new line, which would show the correct purchase code. But I then have to delete the top line, which is a faff. Plus, none of the payment details I originally inputted for each supplier automatically come up. It's dri...
Wallis 11 months ago in IRIS KashFlow 0 New

to be able to remove the training videos from the dashboard

The training video's do not work on my account but i cant remove the black squares where they should be!
Guest 11 months ago in IRIS KashFlow / Dashboard 0 New

Allow bank transactions to be Matched to both Sales and Purchase Invoices

Some of our clients have the same business as both a customer and a supplier and when payments are made these invoices are contra'd off against each other. It would be useful to be able to match bank receipts/payments to both Sales and Purchase in...
Melanie Vaughan over 4 years ago in IRIS KashFlow / Bank 0 New

Allocate unlimited invoices to a batch payment

During busier periods I sometimes have almost 200 purchase invoices to allocate to a batch payment. I'm currently having to email 2 separate remittance advices.
Phil Mill 11 months ago in IRIS KashFlow / Suppliers 0 New

unpaid invoices not added to SA form

Please could you give an option for unpaid invoices not to be added to Self Assessment report on kashflow.
Guest 11 months ago in IRIS KashFlow / Reports 0 New

Add Project to Expenditure by Purchase Code Reort

There is no way to identify when or how much a Purchase Code is used across multiple projects or how many and to what extent different Suppliers are involved. Adding new report where the details of ' Expenditure by Purchase Code' include a Project...
Guest almost 4 years ago in IRIS KashFlow / Reports 0 New