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Allow accountants full control over Username and password as before
The recent update has removed the ability for those setting-up clients on KashFlow the ability to designate an appropriate Username. The system is generating rather long Usernames based on the business name and the Username can be more than 30 cha...
Created 11 Aug 02:07pm by Guest
IRIS KashFlow Connect / Settings
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New
2
Vote
Display options
We can add new fields into customer and supplier fields but these do not appear on the customer/supplier transaction summary page. It would be useful to at least be able to nominate one field to appear on that page. A couple of examples: In...
Created 6 Feb 12:56pm by Guest
IRIS KashFlow Connect / Settings
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2
Vote
Bank imports - creating transactions - VAT default
It would be useful if a VAT default rate could be set for each nominal, it is a mind-numbingly boring faff having to change every payment for net wages, drawings, PAYE, VAT etc. to N/A
Created 8 Dec 03:28pm by Guest
IRIS KashFlow Connect / Settings
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Supplier/Customer codes using special characters
I have been trading nearly 25 years and have a coding system for customers that involves the use of &, but I cannot incluse this in my customer code, why, SAGE which I have been using all that time allows for this? I really don'y want to have ...
Created 10 Aug 07:27pm by Guest
IRIS KashFlow Connect / Settings
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New
1
Vote
Have the option to change due date with invoice date
When creating an invoice, if the invoice date is later changed, it would be helpful to have an option so that the due date automatically changes with it to reflect the payment terms. e.g. if an invoice was dated 01/01/2022 and the payment terms we...
Created 5 Jan 04:04pm by Guest
IRIS KashFlow Connect / Settings
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New
1
Vote
Rank clients
Scrap this, groups does it
Created 19 Feb 12:28pm by Guest
IRIS KashFlow Connect / Settings
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New
1
Vote
Multiple supplier fields
For customers we can specify many extra fields on their record, we need this for suppliers too. I have many building trade clients and it would be useful to be able to record UTR number, NI number and Verification Number against their sub-contra...
Created 18 Feb 10:13am by Guest
IRIS KashFlow Connect / Settings
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New
1
Vote
Read only users
There are many times when it would be useful for various employees to have full access to see the financial data but not be able to amend it. Many clients the MD is fully entitled to see the data but you would not want them to have the ability to ...
Created 13 Dec 01:47pm by Guest
IRIS KashFlow Connect / Settings
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