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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
2
Vote
Warning if more than one person accessing the account
Would it be possible to have some sort of warning if another user is logged onto Kashflow? For example, if a client making changes whilst the accountant is logged in?
Created 08 Nov 16:50 by Guest
IRIS KashFlow Connect
0
Acknowledged
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
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 09:10 by Guest
IRIS KashFlow Connect / Settings
2
Acknowledged
6
Vote
Upload VAT report direct to IRIS openspace for client approval
I thinking it would be go if we could upload the VAT detailed report to IRIS openspace direct from kashflow, at the moment I have to save it as PDQ then log into IRIS opensapce to upload the detailed report for approval.
Created 03 Sep 11:48 by Guest
IRIS KashFlow Connect / Reporting
0
Future Consideration
2
Vote
Support third party software integration
I was trying to connect Auto Entry app to Kashflow only to be told Kashflow doesn't support it. Please can something be done.
Created 28 Aug 12:46 by Guest
IRIS KashFlow Connect / Other
1
Future Consideration
6
Vote
We use bankrecipt.com to import receipts into Kashflow. Please could it be possible to allow the VAT % (code) to be imported from bankrecipt to Kashflow too.
Currently we have to review each transaction again (after it has been imported from receiptbank to Kashflow), in order to correct the vat %age from 0 to the correct rate or N/A. This is very time consuming.
Created 20 Jul 11:21 by Guest
IRIS KashFlow Connect / Other
2
Will not implement
1
Vote
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...
Created 19 Jul 09:36 by Guest
IRIS KashFlow Connect / Settings
0
Acknowledged
3
Vote
Import Chart of Accounts
You have added in the ability to "Export" a chart of accounts from KashFlow Connect. What would be ideal if you also add the ability to "Import" chart of accounts. I have a 500 line COA I want to set as a default for all my customers and I have to...
Created 22 Jun 07:50 by Guest
IRIS KashFlow Connect / Settings
1
Acknowledged
1
Vote
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.
Created 22 Jun 07:48 by Guest
IRIS KashFlow Connect / Settings
0
Acknowledged
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