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Multiple Agent Service accounts

We have an old Agent services account and a new Agent services account with HMRC. We have kashflow clients which are authorised under each of these accounts. We cannot submit the VAT returns under the new agent services account as we can only conn...
Guest 7 days ago in IRIS KashFlow Connect / Your Account 0 New

additional bank streams - Stripe & Zettle

Our on-line and face-to-face card payments for ticket sales are via Stripe & Zettle respectively. It would save hours of my time if the data could be streamed into Kashflow directly - it is already done for Paypal & most banks
Guest about 1 year ago in IRIS KashFlow Connect / Your Account 0 New

Functionality whereby more than one manager can be assigned to a client.

Please add a function whereby more than one manager can be assigned to a specific client. I work for a firm of accountants I have been tasked with overseeing the whole Kashflow system for the practice. As part of this I will be dealing with issues...
Guest over 8 years ago in IRIS KashFlow Connect / Your Account 5 Planned

Trial Balance Not Balancing

As an accountant, we have had a couple of clients that have managed to post sales/purchase invoices to a bank code which has somehow caused the trial balance to not balance. I don't claim to be the smartest person, but surely if the software is do...
Guest over 7 years ago in IRIS KashFlow Connect / Your Account 0 Will not implement

Allow all clients to be assigned to a new member or staff

Currently we have to individually tick each client we want to assign to a staff member which is laborious process when there are many clients. A drop box showing all clients with a "select all" would be ideal.
David Lushington over 5 years ago in IRIS KashFlow Connect / Your Account 0 New