Help us improve

1 Vote

Archive clients

We would find it useful to be able to archive clients that are no longer using Kashflow. We would still have access to the data and continue to use a credit to keep them on our system but not have them on our client list. This would be useful for ...

Created 04 Jan 10:40 by Guest

IRIS KashFlow Connect / Clients

0 New
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 12:31 by Guest

IRIS KashFlow Connect / Clients

2 Planned
1 Vote

enable bank feeds for CaponTap Credit Cards

A lot of clients are now using the new CaponTap Company Credit Card. The option to activate a bank feed would be very useful.

Created 26 Sep 11:02 by Guest

IRIS KashFlow Connect / Clients

0 New
5 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 15:10 by Guest

IRIS KashFlow Connect / Clients

0 New
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 12:55 by Tim Shave

IRIS KashFlow Connect / Clients

3 New
1 Vote

Journals - copy journal function

Whilst journal templates are useful they are time consuming, much easier to just copy a journal and amend like in Freeagent.

Created 29 Nov 10:05 by Guest

IRIS KashFlow Connect / Clients

1 New
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 16:35 by Guest

IRIS KashFlow Connect / Clients

0 Will not implement
2 Vote

Print out the list of clients

At the moment it is not available to export the list of clients or print it out. Can this be added please?

Created 23 Jan 15:06 by Guest

IRIS KashFlow Connect / Clients

3 New
1 Vote

Sale invoice number sequence with letters

Could we please have the option to use letters in the sale invoices number sequence please

Created 31 May 13:54 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 13:40 by Guest

IRIS KashFlow Connect / Clients

0