Suppliers Archives - IRIS KashFlow

E-Mail a Supplier Statement

James Akinsowon — Tue, 24 Feb 2015 20:50:07 +0000

Sometimes you may want to provide a Supplier with a document of your activity with them, Kashflow handles this by creating Supplier Statements that you can E-Mail to them without having to leave the application. You can send a Supplier Statement from going to the following area: Suppliers > Click on the Supplier you wish to E-Mail your […]

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Merging Suppliers

James Akinsowon — Mon, 09 Feb 2015 15:03:47 +0000

This article will talk you through how to merge two (or more) Suppliers who have Purchases assigned to them respectively. The method by which we do this is simply changing which Supplier the Purchase is assigned to. Merging the Supplier To begin this please follow the below steps: Suppliers > Click on the Supplier you wish to eventually delete > Transactions > […]

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Supplier Details (Supplier Profile)

George Gillespie — Fri, 23 May 2014 14:29:35 +0000

The Supplier Details screen (also known as the Supplier Profile) is where you input all the information like address, email address etc and enable various settings relevant to this supplier. Access this by going to Suppliers > Choose a supplier. If you haven’t already added a Supplier then go to Suppliers> Create. Transactions – This tab […]

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Supplier Early Payment Discount

George Gillespie — Wed, 27 Nov 2013 11:17:57 +0000

If your suppliers offer an early payment discount you can easily account for it in KashFlow. Firstly you need to set up an Outgoing type called ‘Early payment discount’. Do this by going to the Purchases and clicking Purchase Codes then at the bottom of your list of codes you will see an option to […]

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Suppliers – Advanced Payment & Paying Deposits

George Gillespie — Thu, 18 Jul 2013 10:28:57 +0000

You can record advanced payments and deposits for Suppliers in the Purchases and Stats section of the Supplier Profile. Access that by going to Suppliers> Select the Supplier> Transactions. Recording an advanced payment To record a new advanced payment go to Suppliers> Select the Supplier> Transactions > Under Advanced Payments> Click the Add Payment button. You’ll then […]

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Supplier Discounts

KashFlow — Thu, 14 Mar 2013 10:04:58 +0000

A Supplier discount is different from a Customer discount; there isn’t a specific field for the discount in Supplier options. Instead what you need to do is add a line item to the receipt and then add a negative figures for the Net, VAT & Totals box. In the description box you can then add […]

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Supplier Statements

KashFlow — Thu, 14 Mar 2013 10:01:29 +0000

You can instantly create a Supplier statement in KashFlow in just a couple of clicks. Just go to Suppliers> Choose the Supplier > Click the Statement button top right. You can then use the options above to either show all invoices and payments or just those between set dates, you can also choose to exclude paid invoices. When […]

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Archiving a Supplier

KashFlow — Thu, 14 Mar 2013 09:54:23 +0000

Sometimes you may have a supplier you don’t trade with any more, but instead of deleting the Supplier you should archive them. Archiving the supplier removed the supplier from drop down lists when creating a receipt but retains all the records associated to the supplier. You should never delete a supplier as deleting the supplier […]

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Creating a Supplier

KashFlow — Wed, 13 Mar 2013 22:11:52 +0000

This guide will talk you through how to Add a New Supplier in KashFlow. To add a new supplier, first click Suppliers from the main menu bar then simply click the button at the top labelled +Create. On the next screen, fill in the supplier’s name. A supplier code will be automatically created for you but can be changed […]

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E-Mailing Supplier Statements

KashFlow — Fri, 07 Dec 2012 19:21:15 +0000

These steps take you through e-mailing a supplier statement

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