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IRIS KashFlow

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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

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Guest over 3 years ago in IRIS KashFlow / Suppliers 0 New

Daily Back up Data

Having an option to daily back up data. Too much work goes into a month to have a monthly back up.
Guest over 7 years ago in IRIS KashFlow / Uncategorised 0 Acknowledged

Include the customer's Account number at the top of all of that customer's pages.

For some aspects of double-accounting, or looking-up records during a telephone enquiry, or even just keeping an offline job-book, 'old' Kashflow had the customer's account number on the page. Now it's not there - to go back from the invoice to ge...
Guest over 7 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

Payment due to suppliers by Payment Method

I would like a report showing amounts due to suppliers to include a sortable column for payment method. To explain, I put in the payment method for each supplier, eg Cheque, Direct Debit, BACS. I want a report so that I can see who to pay by chequ...
Guest over 7 years ago in IRIS KashFlow / Suppliers 0 Acknowledged

Purchase Order Report showing Job Numbers

I would like to be able to run a report on purchases for this year, with the job numbers on the report
Guest over 7 years ago in IRIS KashFlow / Projects / Purchases / Reports 0 Acknowledged

invoice received confirmations

when Ive sent a couple of invoices companies say they havent received them. So where at the bottom of invoice you can check its been sent on what date a time stamp would be helpful. Also would be nice if you could set up an email receipt back to m...
Guest over 7 years ago in IRIS KashFlow / Invoicing & Quotes 1 Acknowledged

Can we have a 'save and new' option on the expenses and bank transfers

When you raise a sales or purchase you can save and click straight on the create button on the same page to create a new one. However, when making a transfer on the bank accounts page or creating an expense you save and then the box disappears so ...
Abbie Wells over 7 years ago in IRIS KashFlow 1 Planned

Importing Kashflow CSV Back Ups into Kashflow

I have been informed that to back up the data, you need to go to Sage Export and download the four CSV files. The reason for needing to back up the data in my scenario is that the client (I work at an Accountancy firm) is moving away from Kashflo...
Guest over 7 years ago in IRIS KashFlow / Other 1 Acknowledged

Allow manual backups to be done when user requires

As new user of Kashflow and an accountant encouraging clients to use it, being able to do manual regular backups is essential. A back up before running a year end, or VAT reconciliation, or before making adjustments so that should something go wro...
Guest over 7 years ago in IRIS KashFlow / Uncategorised 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 over 3 years ago in IRIS KashFlow / Bank 0 New