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IRIS KashFlow

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Display Project field in Purchase order / Invoices

In Kashflow already there is project field available for user to input values while creating a Purchase order or Invoice, which allows users to categorising each line item in Purchase Order or in Invoice as per project. But the Project field does ...
Guest almost 9 years ago in IRIS KashFlow / Purchases 2 Already exists

When creating a new rule within the Bank Feed area, allow a Project to be added to a Purchases Invoice and Expense

Currently when I add a new rule to the Bank Feed to add a purchase invoice to a supplier record or an expense, there is no facility to add a Project to it. I then have to go into each purchase invoice that has been created by the rule and manually...
Michelle Bennett over 4 years ago in IRIS KashFlow / Bank 0 New

Additional reporting at Project level

I have many projects set up on Kashflow, which are effectively sites that my client is currently developing (property developer). I can input the purchase invoices and allocate a project/site to each line, however it is then difficult to get this ...
Michelle Bennett almost 9 years ago in IRIS KashFlow / Projects 0 Acknowledged

Ability to have more than one delivery address on a customer account

I think it would be very useful to have the ability to input multiple delivery addresses on a customer account. We currently have a number of customers with numerous delivery points and have to changeevery time we send to a different location. We ...
donna scotting over 1 year ago in IRIS KashFlow / Customers 0 New

Delete uploaded transactions before they are imported

This would help as if there is a problem with uploaded transactions eg duplicates they can be deleted before importing. I know you can ignore them but this does not remove them and when you look at uploaded transactions to be imported they are alw...
Guest almost 3 years ago in IRIS KashFlow / Bank 0 New

Provide Export facility for Product and Sales Codes - To support mass update and later import of updated stock and prices

We have quite a large set of purchase and sales stock codes and it would be really useful to support a full export (in CSV) that can be modified / updated (via Excel or Pages) and then re-imported. The current update process is way too lengthy.
David Green almost 6 years ago in IRIS KashFlow / Other 1 Planned

the facility to file year end accounts to companies house and companies tax return to hmrc

the facility to file year end accounts to companies house and companies tax return to hmrc
Guest almost 9 years ago in IRIS KashFlow / Other 4 Acknowledged

Customer Statements - Add aged debt overview

It would be great if we could add an aged debt overview at the bottom of customer statements eg Month 1 spend, Month 2 spend etc (see attachment). That way customers can see on statements that they are overdue by 30+ days, 60+ days etc
Guest almost 9 years ago in IRIS KashFlow / Uncategorised 0 Acknowledged

Delivery address isn't automatically set if different from invoice address

Different delivery address - When a customer has a different delivery address to the invoice address you cannot just click on "create new invoice" as the delivery address remains the same as the invoice address, even if you have put the separate d...
Guest almost 9 years ago in IRIS KashFlow / Uncategorised 0 Acknowledged

Repeat Journals

Could repeat journals be implemented? Similar to Repeat purchases/sales/bank transactions. I often enter the same journals each month for HP Interest etc.
Guest almost 9 years ago in IRIS KashFlow / Uncategorised 3 Acknowledged