IRIS KashFlow

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invoice income report

I think it would be useful to be able to run a report showing the months of the year and what money is due to be paid in each month so we can do cashflow forcasting. I have some clinets on 30days, some on 60 days payment terms. And with lots of in...

Peter Oram about 4 years ago in IRIS KashFlow / Reports 0 New

2 VOTE

Automated data entry of invoices and receipts

I think the majority of the users are tired of going through receipts for business expenses or supplier invoices and entering all the fields manually. With the help of Klippa's OCR API, head and line items of these documents can be extracted and b...

Guest about 4 years ago in IRIS KashFlow / Purchases 0 New

2 VOTE

Attach a working file to a bank transaction

We can add working files (PDFs, spreadsheets etc) to purchases, sales invoices and journals, but not apparently to bank transactions. The ability to add a one off suppliers invoice or a working paper to support a complex bank payment or receipt wo...

Guest about 4 years ago in IRIS KashFlow / Bank 1 New

1 VOTE

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 2 years ago in IRIS KashFlow / Reports 0 New

2 VOTE

Price list

I already have all the products setup on system, what we were wondering is the following: Can you setup different prices for each customer (ie not wholesale pricing) If a new price is entered when raising invoice for product, can this price be sav...

Damian McCann about 4 years ago in IRIS KashFlow / Customers 0 New

1 VOTE

Pre fill information under calculation tab

The heading on the invoices I send are: Sales Code Product Calculation Description Rate Total Disallowed Can I prefill the information under the Calculation tab in settings to avoid inputting it each time a new invoice is required?

Guest about 2 years ago in IRIS KashFlow / Invoicing & Quotes 1 New

2 VOTE

Can a project allocation be added to the journal csv import template?

I have a client that uses projects to identify income and expenditure across multiple income streams. They use consistant nominal codes across these projects but I need to reallocate how the projects are recorded historically. At the moment this i...

Guest about 4 years ago in IRIS KashFlow / Projects 0 New

1 VOTE

is there an option for Purchase Quotes

Please can you add an option for Purchase Quotes as we need to send lists of goods required for a quote from our suppliers. All we can see are Purchase orders which is a completely different thing?

Guest about 2 years ago in IRIS KashFlow / Purchases 0 New

2 VOTE

Supplier invoice to default to which ever supplier you are using

When you select a supplier and enter an invoice it would be better if the system kept you on this supplier to enter the next invoice without having to choose the same supplier from the list again. So the system would always default to the supplier...

Guest about 4 years ago in IRIS KashFlow / Suppliers 1 New

2 VOTE

Overpaid customer invoices should appear in the batch payments screen

Invoices that have been overpaid by a customer should be available for selection as part of a batch payment, as often they will be recouped on the next remittance.

Anna Hales about 4 years ago in IRIS KashFlow 0 New

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