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1 Vote

Bank feed post straight to projects

At the moment if you have departments/ projects after posting bank feed, you have go go back through and allocate to projects. I would like to post straight to the projects when I import the bank feed. There should be an additional option on the f...

Created 7 Oct 04:05pm by Sharon Minkin ACA

IRIS KashFlow Connect / Other

0 New
1 Vote

I would like to be able to pie chart or graph the costs for each project within a service company.

It would benefit construction and service companies as well as advertising and similar companies being able to provide visuals of the cost breakdown of each project for showing to the customer / tenant.

Created 4 Oct 12:54pm by Guest

IRIS KashFlow Connect / Reporting

0 New
1 Vote

When you have EC transactions, you must tick a box in the settings to set the nominals codes for EC transations. it defaults to selecting all. this then means that any N/A vat transations appear on a vat return. so you have to untick all nominals. why not have the default to select NONE, and then the individual selects the nominal for the EC transactions

No description provided

Created 3 Oct 08:19am by Guest

IRIS KashFlow Connect

0 New
1 Vote

Setting to change the list item number

It would be helpful to have a setting whereby you could change the default setting for the number of items listed. It is currently set at 10 items, but as we are entering more and more data we would quite like the option for the default to be 100 ...

Created 26 Jun 09:06am by Guest

IRIS KashFlow Connect / Settings

0 Acknowledged
1 Vote

To view all clients now signed up to MTD

beneficial for accountants to see which of their clients have signed up to MTD for VAT.

Created 22 May 11:05am by Lynsey Thomson

IRIS KashFlow Connect / Settings

0 Acknowledged
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
1 Vote

Able to do VAT returns for Reverse VAT Charge

I have spoken with a couple of people at Kashflow regarding the Reverse VAT charge coming into effect on 01/10/2019 for clients working in construction. I have asked if the system will be updated in-line with the legislation, I appreciate it is a ...

Created 1 Apr 11:10am by Ella Ridd

IRIS KashFlow Connect / Other

1 Started
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 09:36am by Guest

IRIS KashFlow Connect / Settings

0 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 07:48am by Guest

IRIS KashFlow Connect / Settings

0 Acknowledged
1 Vote

Add a narrative on invoices

When downloading invoices, I believe it would be useful if there was a narrative rather than just a reference number in order to show the work carried out so that clients know what each invoice is for. This feature is available on Sage.

Created 13 Apr 09:21am by Guest

IRIS KashFlow Connect / Other

1 Already exists