Settings

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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...

Guest almost 5 years ago in IRIS KashFlow Connect / Settings 0 New

3 VOTE

Allow clients to override transactions and bank locks only as far as a specified date

Currently there is only a blanket option to allow clients to override the bank or transaction locks - as in they can go back as far as they want. Thus there is no protection given to the books for a finalised year of accounts. Whilst withholding t...

Chris D about 5 years ago in IRIS KashFlow Connect / Settings 0 New

3 VOTE

Data Import - Import CSV Files using Kashflow Connect credentials

We are unable to import data (CSV's) via the Settings > Import Data function using our Kashflow Connect credentials, we are required to obtain and enter our client's Kashflow username and password. It would be good for accountants to have the s...

Guest over 5 years ago in IRIS KashFlow Connect / Settings 0 New

3 VOTE

When default payment terms are changed in customer settings have an option to allow it to update all customers default terms as well.

When the default payment terms are changed in 'company details' have an option for it to update all existing customers default terms. This will save time as you will not need to click in to each individual customer to edit their terms. When creati...

Guest over 6 years ago in IRIS KashFlow Connect / Settings 0 New

2 VOTE

Payment Terms - supplier terms

Many suppliers specify "end of month following invoice date" - we can only chose X days after end of month - not all months are the same length so half the time the suggested date is wrong! It cannot be that difficult to have the above as an option.

Guest over 4 years ago in IRIS KashFlow Connect / Settings 0 New

3 VOTE

Import Chart of Accounts

You have added in the ability to "Export" a chart of accounts from KashFlow Connect. What would be ideal if you also add the ability to "Import" chart of accounts. I have a 500 line COA I want to set as a default for all my customers and I have to...

Guest almost 7 years ago in IRIS KashFlow Connect / Settings 1 Acknowledged

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...

Guest over 5 years ago in IRIS KashFlow Connect / Settings 0 New

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

Guest over 5 years ago in IRIS KashFlow Connect / Settings 0 New

2 VOTE

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 ...

Guest almost 6 years ago in IRIS KashFlow Connect / Settings 0 New

2 VOTE

Ability to change headings on a Statement

It would be useful to be able to change the heading on a statement as the invoice number is shown under a # symbol. It would be nice to have the option of changing the heading to' Invoice Number'

Guest almost 6 years ago in IRIS KashFlow Connect / Settings 0 Acknowledged

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