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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 almost 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 about 7 years ago in IRIS KashFlow Connect / Settings 0 Already exists

Rank clients

Scrap this, groups does it
Guest almost 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 almost 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 about 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 over 5 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 over 5 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 over 6 years ago in IRIS KashFlow Connect / Settings 0 Acknowledged

Default Codes on Bank Accounts

When setting up a new chart of accounts in KashFlow Connect, You can't re-code the bank accounts by default. This means every time you create a new client you have to go to "Bank" and edit the code, for every account.
Guest over 6 years ago in IRIS KashFlow Connect / Settings 0 Acknowledged

Kashflow HR - self authorising some kind of absences

In KashflowHR it would be useful to have the capability to self log some type of absences without having to ask for approval from line managers - Working From Home and Sickness in my case.
Guest over 6 years ago in KashFlow Payroll / Settings 0 Acknowledged