Help us improve

3 Vote

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...

Created 10 May 12:55pm by Tim Shave

IRIS KashFlow Connect / Clients

3 New
1 Vote

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 wo...

Created 12 Apr 03:08pm by Guest

IRIS KashFlow Connect / Clients

0 Acknowledged
4 Vote

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.

Created 13 Mar 03:10pm by Guest

IRIS KashFlow Connect / Clients

0 New
2 Vote

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

Created 14 Nov 01:40pm by Guest

IRIS KashFlow Connect / Clients

0
6 Vote

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.

Created 15 Oct 12:31pm by Guest

IRIS KashFlow Connect / Clients

2 Planned
2 Vote

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...

Created 15 May 04:27pm by Guest

IRIS KashFlow / Clients

0
2 Vote

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.

Created 11 Apr 01:15pm by Guest

IRIS KashFlow Connect / Clients

2 Already exists
3 Vote

VAT for Groups

To enable businesses who are part of a group to prepare their VAT returns by linking the businesses within Kashflow.

Created 23 Feb 04:35pm by Guest

IRIS KashFlow Connect / Clients

0 Will not implement
2 Vote

Stop Kashflow reverting to another company when more than one browser is open

When logged into one company, we then open another company to do some work (ie two companies open at one time), the first company reverts to the second one which gets confusing, not to mention problematic. Can Kashflow maintain the integrity of th...

Created 8 Dec 02:27pm by Guest

IRIS KashFlow Connect / Clients

1 Will not implement
1 Vote

multi- language option?

I would like to put Chinese onto my sales invoices but when I save it under product code in sales code settings the Chinese comes out in ???? (question marks).

Created 19 May 08:13pm by Guest

IRIS KashFlow Connect / Clients

1 Will not implement