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My Ideas: Clients

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Please make the whole of KashFlow read only for the client so that they cannot mess up their accounts

Please make the whole of KashFlow read only for the client so that they cannot mess up their accounts There should be a tickbox in KashFlow Connect that makes the client's KashFlow totally read only for the client.
Guest over 5 years ago in IRIS KashFlow Connect / Clients 0 New

For Accountants to correct Dr and Cr Control Accounts in Nominal to agree with customer/supplier list

Have a client who has had Kashflow for a number of years, didn't do any year end routines, somehow got the customer list of balances out of sink with the nominal control account, we have now done a year end routine and it appears the nominal contr...
Guest over 5 years ago in IRIS KashFlow Connect / Clients 0 New

A notification if an email sent to a customer bounces back

Currently KF does log when an invoice is sent to a customer and to what email address. A couple of clients are not comfortable with the fact that if an email bounces back due to a mailbox being full or an incorrect email address is used there is n...
Tim Shave almost 6 years ago in IRIS KashFlow Connect / Clients 3 New

Export of Client Details from Kashflow Connect Client Screen

We would like the ability to Export our Kashflow Connect clients in CSV format. We have over 1500 client accounts across multiple sites. Onn the clients screen https://securedwebapp.com/Orbit/clients.asp we would like an export option We would...
Guest about 6 years ago in IRIS KashFlow Connect / Clients 0 Acknowledged

Calender reminder for actions such VAT returns etc

Instead of manually recording a note of the next client's VAT return/yearend etc into a Diary or similar. It would be ideal if Kashflow was able to send an email to warn you of the pending task for your client.
Guest about 6 years ago in IRIS KashFlow Connect / Clients 0 New

Internal email communications with clients

I think it would be good if you could email clients directly within the software to avoid going to third party applications. Almost like having the ability to have a conversation within the platform
Guest over 6 years ago in IRIS KashFlow Connect / Clients 0

The option to add multiple Client Managers to a client on connect

So different staff members can on;y see the accounts they are assigned to.
Guest over 6 years ago in IRIS KashFlow Connect / Clients 2 Planned

Page selector

CAn you please put the page selector at the top of the page as well as the bottom, it is a fag having to scroll down before you can work through pages, or at least make it stay at the bottom, if I want to go from page one I have to scroll down, cl...
Guest almost 7 years ago in IRIS KashFlow / Clients 0

facility to record communication on credit control

This facility will allow us to keep track on when we have spoken to clients and what has been discussed during the conversation.
Guest about 7 years ago in IRIS KashFlow Connect / Clients 2 Already exists

VAT for Groups

To enable businesses who are part of a group to prepare their VAT returns by linking the businesses within Kashflow.
Guest about 7 years ago in IRIS KashFlow Connect / Clients 0 Will not implement