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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 almost 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 almost 7 years ago in 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 ...

Peter Doble almost 7 years ago in 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.

Paul Roycroft about 7 years ago in KashFlow Payroll 0

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 about 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 about 7 years ago in IRIS KashFlow / Bank 1 Already exists

1 VOTE

Allow Stock to be increased on receipt of invoice

When I purchase some of my stock items, I tend to receive an invoice payable within 30 days. If I create the invoice on Kashflow, the stock is NOT updated until I make payment which is confusing. There should be an ability when creating the suppli...

Rich Mellor about 7 years ago in IRIS KashFlow / Purchases 2 Acknowledged

1 VOTE

Despatch Method

We use several different hauliers and it would be helpful if we could show these on the packing note.

Guest about 7 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

1 VOTE

Invoice due date bug

When you change an invoice date (eg when you convert from a quotation or when some work is moved to a different date) the invoice due date does not automatically change in line with the automated terms condition (eg 30 days) - this would seem illo...

Rob Smith about 7 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

1 VOTE

Aged debtors and creditors reports to be based on due date not issued date

The report details values under the month issued not the month the monies are due

Guest about 7 years ago in IRIS KashFlow / Reports 0 Acknowledged

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