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7 Vote

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...

Created 10 Jan 09:33am by Guest

IRIS KashFlow Connect / Your Account

5 Planned
2 Vote

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 d...

Created 10 Apr 09:08am by Guest

IRIS KashFlow Connect / Your Account

0 Will not implement
1 Vote

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.

Created 30 Mar 09:55am by David Lushington

IRIS KashFlow Connect / Your Account

0 New