IRIS KashFlow

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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 over 4 years ago in IRIS KashFlow / Bank 1 New

1 VOTE

Transaction locking

We often pay in advance for items. This is entered as a payment on account. When the supplier invoice arrives it may be after the bank and/or VAT have be reconciled and locked.At the moment it is not possible to allocate the advance payment withou...

Nick about 2 years ago in IRIS KashFlow / Purchases 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 over 4 years ago in IRIS KashFlow / Customers 0 New

1 VOTE

Credit note should raise a different invoice number stream

When creating a credit note to write off bad debt, it creates a credit note with the next available invoice number. When I then raise an invoice from my booking system that is paired with KF, it can't raise the invoice because the next available n...

Guest about 2 years ago in IRIS KashFlow 0 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 over 4 years ago in IRIS KashFlow / Projects 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 over 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 over 4 years ago in IRIS KashFlow 0 New

2 VOTE

Adjustable column width

To make column width adjustable according to our preference.

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

1 VOTE

Default VAT rate on bank transactions

Ability to select a default VAT rate when manually entering bank (cash) transactions

Bobbie Brown about 2 years ago in IRIS KashFlow / Bank 0 New

1 VOTE

VAT Destination Rules

As the EU has brought in destination VAT charging (which may or may not be adopted by the KashFlow user), it is imperative that a standard VAT rate can also be added to each customer, which defaults to the standard VAT rate for the customer's EU c...

Rich Mellor about 2 years ago in IRIS KashFlow / Customers 1 New

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