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3 Vote

Assign invoices to a Project when using RapidFire

Currently invoices can't be assigned to a Project when using RapidFire to batch post. Instead you have to go into each invoice once they've been submitted to Kashflow and assign it to the relevant project. This takes an enormous amount of time and...

Created 23 Feb 10:36am by Guest

IRIS KashFlow Connect / Other

0
2 Vote

Provide different access levels for users within the agent's staff

We need a multi-tier access level because not all of our staff have the same levels of competency. Some have particular functions, such as invoicing for clients and doing credit control on behalf of the client, however they don't need to view or m...

Created 5 Feb 05:40pm by Guest

IRIS KashFlow Connect / Settings

3
1 Vote

Adding project detail to unpaid invoices report

Useful for client in monitoring business performance

Created 26 Jan 11:12am by Guest

IRIS KashFlow Connect / Reporting

0 Acknowledged
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
3 Vote

Opening Balance & Year End Journals process - simplfication

I find the process of posting Debtors/Creditors year end adjustments and opening balances quite strange. Currently I have to: 1. Post Journals in the usual way for everything except Drs/Crs 2. Post Drs/Crs balances to Suspense 3. Create a suppl...

Created 3 Nov 11:58am by Guest

IRIS KashFlow Connect / Other

0 Acknowledged
2 Vote

VAT Return to ignore VAT on entertainment

When calculating VAT on the standard scheme, is it possible to ignore the VAT element on entertainment? As you are not allowed to reclaim VAT when entertaining clients

Created 19 Oct 02:01pm by Guest

IRIS KashFlow Connect / Settings

0 Already exists
3 Vote

On dashboard, the 'amount owed to you' when clicked only shows 'unpaid' invoices as default view. Can you make it easier to match the balance owed with one click rather than changing different views (part-paid, overdue, overdue part-pay, over-paid) just to reconcile back the balance on dashboard?

No description provided

Created 7 Oct 07:09am by Guest

IRIS KashFlow Connect / Reporting

0 Acknowledged
2 Vote

Contra entries

I had a contra entry to make where client had reduced supplier payment by amount owed to them on sales ledger. The method told me by support was to create a dummy bank account and post both sides to this, it seems a bit clumsy, what is needed is t...

Created 17 Jul 10:09am by Guest

IRIS KashFlow Connect / Other

3 Acknowledged
2 Vote

Payment allocation

Many clients do not like the direct bank feed and we import the bank via csv. Where several invoices are cleared by a single payment or receipt the matching of this is laborious. I either have to go through invoices one at a time and apply a cred...

Created 17 Jul 09:55am by Guest

IRIS KashFlow Connect / Other

0
1 Vote

Exchange rates

It is ridiculous the way exchange rates work on the csv importer. I have clients that invoice in US$ and Euro's and they send me spreadsheets with the foreign currency and exchange rate. I have to convert the spreadsheets to £ to import so KF ca...

Created 17 Jul 09:44am by Guest

IRIS KashFlow Connect / Other

0 Acknowledged