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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...
Guest over 3 years ago in IRIS KashFlow Connect / Settings 0 New

To have an alert when a supplier invoice is due for payment

My client pays all of her suppliers in full, however I suggested she go on 30-60 days but she is worried that she would forget as she is so very busy and payment would get overlooked. It would be beneficial if there was a message of something that...
Guest over 7 years ago in IRIS KashFlow / Settings 2 Acknowledged

Provide different access levels for users within the agent's staff

We need a multi-tier access level because not all of our staff have the same levels of competency. Some have particular functions, such as invoicing for clients and doing credit control on behalf of the client, however they don't need to view or m...
Guest over 7 years ago in IRIS KashFlow Connect / Settings 3

VAT Return to ignore VAT on entertainment

When calculating VAT on the standard scheme, is it possible to ignore the VAT element on entertainment? As you are not allowed to reclaim VAT when entertaining clients
Guest over 7 years ago in IRIS KashFlow Connect / Settings 0 Already exists

Rank clients

Scrap this, groups does it
Guest over 5 years ago in IRIS KashFlow Connect / Settings 0 New

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

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

Setting to change the list item number

It would be helpful to have a setting whereby you could change the default setting for the number of items listed. It is currently set at 10 items, but as we are entering more and more data we would quite like the option for the default to be 100 ...
Guest almost 6 years ago in IRIS KashFlow Connect / Settings 0 Acknowledged

To view all clients now signed up to MTD

beneficial for accountants to see which of their clients have signed up to MTD for VAT.
Lynsey Thomson about 6 years ago in IRIS KashFlow Connect / Settings 0 Acknowledged

Restricting access

I have recently spoken with Kashflow support and accounts production support. They have informed me that we are unable to limit the access to ‘Kashflow Connect’ through the IRIS suite menu. We changed the password which disconnected it, but then w...
Guest almost 7 years ago in IRIS KashFlow Connect / Settings 0 Acknowledged