Create a Quick purchase invoice

Quickly generate a purchase invoice in IRIS KashFlow. Upload a picture of a receipt to automatically extract the details and create the document.

This functionality is only available once you have switched to our new design.
Please read 'Take a look at our new design' for further details.

  1. Go to Purchases > Quick purchase invoice.

  2. Drag-and-drop the invoice image or select browse and select the document from your files.

    screenshot of the quick purchase invoice screen in IRIS Kashflow

    3. You can upload JPEG, JPG, PNG, PDF or TIFF files. Maximum 50mb file size.

  3. IRIS KashFlow will extract the data from the uploaded document and fill in the details Amount, Supplier, Currency, VAT Amount and Issue Date.

  4. If the supplier listed on the invoice does not already exist in your system, IRIS KashFlow will prompt you to create a new supplier. The new supplier's name will come pre-filled, select Create to add them to your system.

    If the purchase invoice has multiple line items you can select Split items. This will capture and record all individual items separately before giving you a total.a screnn shot of the split items toggle turned on in IRIS Kashflow

  1. In the case where the currency of the invoice and your home currency don't match, the system will ask whether to convert the invoice to the new currency or to keep the same values and change only the currency symbol.

  2. To add a payment to the created invoice, select the Bank account, Payment method and Payment amount.

  3. You can review the data filled in and make modifications as needed.

  4. Once you've confirmed that all details are correct, select Save.

  5. The newly created purchase invoice is displayed in the Purchase invoice list.

A Dropbox connection is required to save your uploaded images.