Purchases & Receipts Archives - IRIS KashFlow

PDF Themes – Advanced

George Gillespie — Tue, 11 May 2021 08:00:36 +0000

Preface 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 a PDF Theme entirely from […]

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Purchase Orders

KashFlow — Wed, 02 Sep 2020 12:58:08 +0000

What is a purchase order? A purchase order (abbreviated to PO) is a document that specifies the type, quantity, and agreed price for products and services. It is issued from buyers to sellers and acts as confirmation of an order. Purchase orders are primarily used to control the purchasing of goods and services from external […]

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Supplier Refund – Full Payment Returned

George Gillespie — Thu, 18 Jun 2020 09:11:49 +0000

You may find yourself in a situation where you are issued a refund from a supplier and you need to record this in KashFlow. In order to do this, you will need to create a credit note. Creating the Credit Note Please navigate to Purchases > Open the purchase receipt > Click Copy in the top navigation […]

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Recording EC Purchases

Jay Tank — Tue, 24 Feb 2015 10:35:00 +0000

This article will describe how to record EC Purchases. This is only applicable if you are VAT registered and have ticked the box on the Suppliers page to say they are in another EC member state. Preparation: For your VAT return, you may want purchases made against a nominal code to be treated as a […]

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Payment Methods

KashFlow — Wed, 11 Feb 2015 10:07:45 +0000

The 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 payment to an Invoice you […]

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Creating a Purchase Receipt

George Gillespie — Wed, 28 May 2014 15:27:10 +0000

Any 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 by simply going to Purchases > […]

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Supplier Refund – Part Payment Returned

KashFlow — Wed, 11 Dec 2013 17:09:33 +0000

Occasionally, you may need to return part of a purchase. In such cases you will have to record a supplier refund for part of the original purchase receipt by creating a credit note and applying a return payment to it. Creating the Credit Note Please navigate to Purchases > Open the purchase receipt > Click Copy in the top navigation > Select Purchase in the […]

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Supplier Overpayment

KashFlow — Wed, 11 Dec 2013 16:43:35 +0000

Perhaps your purchases have been overpaid due to an admin error on the supplier side. You can either record this as money back into your account if the supplier returned it, or apply it to another purchase. Supplier returned the money The first step is to show the overpayment being applied. In order to do this, […]

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Supplier Credit Note – Full Amount

George Gillespie — Fri, 15 Nov 2013 17:09:06 +0000

This article shows you how to create a credit note for the full amount of a purchase receipt. You may need to do this if you return a purchased item but you are not given a refund. Creating the Credit Note To start, go to Purchases > Select the purchase receipt> Click Copy in the top navigation > Click Purchase in the […]

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Purchase Codes

George Gillespie — Mon, 11 Nov 2013 10:29:38 +0000

You 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 these can also be linked […]

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Adding a Note To Quotes, Invoices and Purchases

George Gillespie — Thu, 18 Jul 2013 11:07:56 +0000

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 note that the customer/supplier will […]

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Unpaid Purchase

George Gillespie — Mon, 08 Jul 2013 10:06:09 +0000

You may find yourself in a situation where you will not be paying the remainder of a purchase, or a whole purchase. You will need to write this off as bad debt. Creating the bad debt code The first step is to set up a nominal code called Bad Debt by going to Settings > Purchase Codes […]

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Recording Batch Payment On Purchases

George Gillespie — Wed, 03 Jul 2013 15:26:13 +0000

You may find sometimes that you send a single supplier payment for multiple purchase receipts. This can be recorded as one batch payment to save you having to pay each receipt manually. To record the payment, please navigate to Purchases> New Batch Payment. The next page will contain the following fields: Date – This is the day […]

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Recording Purchase Payments

KashFlow — Mon, 08 Apr 2013 13:21:47 +0000

This guidance advises on how to apply a payment to an existing purchase. You will first need to select the purchase you want pay off by clicking Purchases and then select your purchase form the list, or run a quick search for it in the search box. The payment can all be arranged and processed in […]

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