IRIS KashFlow

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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.

Steve Prosser over 7 years ago in 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...

Ben over 7 years ago in 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.

Rich Mellor over 7 years ago in 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...

Rich Mellor over 7 years ago in 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 ...

Rob Smith over 7 years ago in 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...

Rob Smith over 7 years ago in 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...

Guest over 7 years ago in 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...

Guest over 7 years ago in 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...

Guest over 7 years ago in 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...

Guest over 7 years ago in IRIS KashFlow / Bank 1 Already exists

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