IRIS KashFlow

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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

3 VOTE

Enable adding a repeat bank transaction to a supplier

We pay some suppliers by monthly standing order or direct debit, the amount being the same. It would be useful to be able to set up a repeat bank transaction tied to a supplier.

Anna Hales about 6 years ago in IRIS KashFlow / Suppliers 4 Already exists

3 VOTE

Purchase Order Numbers

We have a requirement to manage purchase orders within our business. We receive purchase orders from our customer that I would like to be able to record within Kashflow and then draw down against allocating invoices against the customer purchase o...

Guest about 6 years ago in IRIS KashFlow / Other 0 Acknowledged

3 VOTE

Report to show Cashflow Statement - all payments (not just purchases) for a period sorted by code

In any business plan, the 3 usual financial projections included are A Profit and Loss Statement, Balance Sheet and Cashflow Statement. It is ironic that a user still cannot generate a Cashflow statement from "Kashflow". Cash is King they say, ye...

Guest over 6 years ago in IRIS KashFlow / Purchases 0 Acknowledged

3 VOTE

Retain a copy of the quote when converted it to an Invoice

I create a quote, when I move it to create an invoice, keep the original quote in the quote list. I found the when I create an Invoice it deletes the original quote in the quote list. This did not happen in the older ver of software.

Roger Miles over 6 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

3 VOTE

Allow multiple Invoices/PO's to be sent in a single Remmitance Advice

When some Invoices from customers contain several items purchased but the Purchase Orders were different we have to send individual Remittance Advice Notes. This just creates way too much work and excessive emails.

Jim Robinson over 6 years ago in IRIS KashFlow / Payments 1 Acknowledged

3 VOTE

Associating quick expenses and mileage modules with jobs

new “quick add expenses” and “mileage module” to associate these with jobs ?This would enable more accurate profit / loss for each job.Just a suggestion.Great software by the way.RegardsGary White

Gary White over 6 years ago in IRIS KashFlow / Purchases 1 Acknowledged

3 VOTE

Showing seperate VAT titles and amount

split totals into net and VAT columns to allow for a quicker check of purchases.

Guest over 6 years ago in IRIS KashFlow / Purchases 1 Acknowledged

3 VOTE

Aging analysis to customer statements

It would be useful to have to option to produce a statement that can be sent to a customer that shows an aging of invoices/credits as an analysis at the bottom of the statement i.e. those invoices that are less than 30 days old, 30-60 days 60-90 d...

Guest over 6 years ago in IRIS KashFlow / Customers 1 Acknowledged

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