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SUBMIT IDEA

My Ideas: IRIS KashFlow Connect

Showing 131 of 3329

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
Guest over 6 years ago in IRIS KashFlow Connect / Settings 2 Acknowledged

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.
Guest almost 7 years ago in IRIS KashFlow Connect / Reporting 0 Future Consideration

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.
Guest almost 7 years ago in IRIS KashFlow Connect / Other 1 Future Consideration

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.
Guest almost 7 years ago in IRIS KashFlow Connect / Other 2 Will not implement

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...
Guest almost 7 years ago in IRIS KashFlow Connect / Settings 0 Acknowledged

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...
Guest about 7 years ago in IRIS KashFlow Connect / Settings 1 Acknowledged

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.
Guest about 7 years ago in IRIS KashFlow Connect / Settings 0 Acknowledged

Enable enterprises to be selected on transfer to Accounts Production

Accounts Production uses enterprises for farm accounts but there is not the ability to select an enterprise on transfer to Accounts Production. It would be useful to be able to include enterprises/branches at the mapping stage. Enterprises cannot ...
Elaine Milne about 7 years ago in IRIS KashFlow Connect / Reporting 0 Acknowledged

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.
Guest about 7 years ago in IRIS KashFlow Connect / Other 1 Already exists

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.
Guest about 7 years ago in IRIS KashFlow Connect / Clients 2 Already exists