IRIS Elements Bookkeeping

Manage your business on the go with IRIS Elements Bookkeeping.

Whether you are self-employed, a limited company, a partnership, or a GP. IRIS Elements Bookkeeping provides you with everything you need to manage your cash flow and grow your business. Including creating invoices and utilising IRIS Pay, our leading invoice payment solution, to facilitate faster payments.

This mobile app works with IRIS KashFlow or IRIS Elements Cashbook, allowing your information to be shared between products.

IRIS Elements Bookkeeping is currently available on iPhone. iPad support is not available at this time.

Key features

Invoices and payments:

1. Create and manage sales quotes, sales invoices, purchase orders, and purchase invoices.
2. Send invoices and record payments against them.
3. Add invoice notes, apply CIS deductions, process refunds, and more.
4. Convert quotes into invoices.
5. Learn in real time when invoices have been paid.
6. Track the status of invoices and manage overdue invoices.
7. Access IRIS Pay, our market leading invoice payment solution.
8. Create products

Customer and supplier management:

1. Create new customers and suppliers.
2. Import customers from Companies House.
3. Set customer credit limits.
4. Send out customer and supplier statements.
5. Track customer statistics in real time, including amount due and amount overdue.

Cash flow management:

1. Track your business performance by month, year, and accounting period.
2. Get an overview of your bank accounts and track the amount owed to you and by you. 
3. Track your overdue invoices.
4. Track your sales growth.
5. Search and filter your transactions.