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10 Vote

Automatic terms and conditions added to sales invoice

Would be great if the payment terms entered in the customers records were automatically shown on sales invoice

Created 15 Oct 09:10am by Guest

IRIS KashFlow Connect / Settings

2 Acknowledged
7 Vote

Company Registration Number

It would be best practice if limited company registration numbers could be added during set up and then selected to be included on sales invoices.

Created 8 Mar 09:07am by Guest

IRIS KashFlow Connect / Settings

1 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

0 New
5 Vote

Password reset

Give accountants back the power to reset clients passwords and memorable words, as since the removal of this feature more time is taken to explain the lost password feature to clients. After all we are selling YOUR product and are the first p...

Created 10 Jan 04:12pm by Guest

IRIS KashFlow Connect / Settings

1 New
3 Vote

Bank transactions - default VAT settings

When importing bank feeds and I need to create a transaction, VAT is defaulted to 20%, when this is wages, drawings, tax payments etc why cannot the VAT code be set as a default for posting to those accounts? It is a pain having to do this manuall...

Created 6 Jan 05:09pm by Guest

IRIS KashFlow Connect / Settings

1 New
4 Vote

VAT home page

The new MTD home page is a pain in the arse to be frank. Why not list all returns on one page. It is driving me mad at the moment because am doing December 2019 returns and the view defaults to a blank 2020 page, so I have to change to 2019 th...

Created 6 Feb 12:59pm by Guest

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...

Created 2 Jun 02:21pm by Chris D

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.

Created 15 Jan 11:43am by Guest

IRIS KashFlow Connect / Settings

0 New
5 Vote

Have the facility to dispose of a fixed asset from the fixed asset register

Assets set up in the asset register for depreciation may need to be disposed of if sold etc. At the moment there is no facility for this other than deleting them and to do this you have to delete all depreciation journals associated with them. T...

Created 20 Feb 11:39am by Guest

IRIS KashFlow / Settings

0 Acknowledged
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...

Created 20 Sep 03:59pm by Guest

IRIS KashFlow Connect / Settings

0 New