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IRIS KashFlow

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Bank import matching screen to just show amount still outstanding

When matching a bank import against multiple invoices it would be useful if it just should the amount outstanding, and not the full original invoice amount.
Guest over 2 years ago in IRIS KashFlow / Customers 0 New

Add details to a transaction created via bank feeds

It would be useful to be able to add details when creating a transaction via bank feeds. At the moment it only imports the bank transaction payee (e.g. amazon).
Nikki Drake over 2 years ago in IRIS KashFlow / Bank 0 New

Is there a way round my having to clear my cache every time I log in to KF? It is a total pita.

No description provided
Guest over 2 years ago in IRIS KashFlow / Other 0 New

Bank feed rule for supplier payments on account

It would be good to be able to set-up a bank feed rule for purchase ledger payments on account. I have tried to do this by creating a rule for a 'transaction' and coding to 'creditors control account' but then there is no option to select the supp...
Guest over 2 years ago in IRIS KashFlow / Payments 0 New

Produce P&L reports without client names.

A P&L report has many uses e.g. send to prospective buyers, proof of income for lending etc. I would like to have a report that does not include our client names. On many occassions I would like this to be kept confidential.
Guest over 2 years ago in IRIS KashFlow / Reports 0 New

When Printing Show the Project Number on Purchase Orders

We use project numbers on everything we do including; quotes, invoices, purchase orders etc. There should be a field when printing Purchase Orders that shows the project number.
Guest over 2 years ago in IRIS KashFlow / Projects 0 New

ON KASHFLOW CAN I PULL UP A REPORT FOR INDIVIDUAL SUB CONTRACTOR FOR CIS FOR FINANCIAL YEAR SO I CAN SEND THEM A TAX CERTIFICATE

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Guest over 2 years ago in IRIS KashFlow / Suppliers 0 New

Import JPEG pictures of bank statements (Eg a general photo of a paper bank statement with our client's carpet in the background) into KASHFLOW from SNAP

I would like to be able to import JPEG pictures of bank statements (Eg a general photo of a paper bank statement with our client's carpet in the background) into KASHFLOW from SNAP? The objective is to capture the data on the bank statement and im...
Guest over 2 years ago in IRIS KashFlow / Bank 0 New

Turnover Reports for period shown by month

Would like Income by Customer (and expenditure by Supplier) report to be able to show values by month ie. if you select a period of 1/4/21 - 31/3/22 that it would show as below:- Customer Name Apr21 May21 Jun21 Jul21 Aug21 Sep21 Oct21 Nov21 Dec21 ...
Guest almost 3 years ago in IRIS KashFlow / Customers 0 New

Credits should show discount

If a credit is applied to an account, then saved for use later against a debit entry, any applicable discount is not shown which means one has to remove the credit which brings back the discount and then re-enter the credit which is a pretty poor ...
Jon Izbel almost 3 years ago in IRIS KashFlow / Invoicing & Quotes 0 New