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Status Already exists
Product IRIS KashFlow
Categories Suppliers
Created by Anna Hales
Created on Oct 25, 2018

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.

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  • Julie Shepherd
    Reply
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    Nov 7, 2018

    Hi Rob, I will ask one of our Support team to contact you to advise further.

  • Rob Smith
    Reply
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    Nov 6, 2018

    Hi Julie

    I already create purchases which are used when ordering materials; by doing what you say to do would make it look like I had ordered much more than I actually had, therefore this would seem not to be a solution - can you comment please?

    Kind regards,

    Bob Smith
    --
    Highland Green Lawn Care
    Tel: 01343 811 114

  • Julie Shepherd
    Reply
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    Nov 6, 2018

    You can set up a repeat purchase for this and choose to automatically pay it each time.  Please see this Knowledgebase article for further details. https://www.kashflow.com/support/kb/repeat-purchases/

  • Rob Smith
    Reply
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    Oct 28, 2018

    this would see a simple solution - at the moment what I have to do as a work around is pay off each purchase in order. Once the total for a purchase is achieved this creates an overpayment which then has to be credited to the next purchase in line etc etc - this means a payment is then shown as a 'split' total rather than the full amount of the payment as a single line when reporting. - Bob