You may find sometimes when creating a quote, invoice, or recording a purchase, that you need a specific note on the document to send to the Customer/Supplier. An example of this would be maybe sending a purchase order where you need to state reverse charge will be applied. Adding a…
Read moreThis guidance explains how to correct expenses which have been wrongly claimed
Read moreAny purchases you make will need to be recorded in KashFlow, this is done by creating a purchase receipt – in other software this may be known as a purchase invoice. Create a new receipt by going to Purchases > Create+. Creating a Purchase Receipt A purchase receipt can be created…
Read moreThis article advises on how to deal with hire purchase in KashFlow
Read moreThe KashFlow system will allow you to set up multiple payment methods that you are able to apply to invoices and purchase receipts. Setting Up To start, go to Settings > Lists> Payment Methods. Use the Payment Methods options to set the following; Invoice Payment Methods – When you add a…
Read morePreface This article assumes the reader has knowledge of at least the basic principles of both HTML and CSS, and explains the majority of HTML and CSS features that are unique to KashFlow’s PDF Theme Generator. This does not advise on general HTML/ CSS practises. If you are not devising…
Read moreThis guidance explains how to enable a feature that prevents duplicate receipts from being entered
Read moreYou can view existing Purchase Codes by going to Settings > Chart of Accounts or Purchases > Purchase Codes. Purchase codes can be thought of as categories of expenditure. A Purchase Code will appear on reports, such as the Trial Balance and Profit & Loss reports. Purchase codes can contain sub / product Codes, and…
Read moreSee how IRIS KashFlow works with your business and your books
