Help us improve

2 Vote

Reinstate ability to change client's password

We are no longer able to change a client's password but can still access the client's records when the client themselves are locked out. We need the ability to unlock a client and change their passwords if they are locked out as we are our client'...

Created 26 Feb 02:36pm by Elaine Milne

IRIS KashFlow Connect

0 New
2 Vote

Being able to use more characters and letters in the customer invoice box and the same invoice number

When we enter our credit notes this would be for example C195611111111. The box does not allow enough characters and needs to include letters as some of our clients use letters in their invoice numbers. We also are finding clients are using the sa...

Created 7 Feb 10:45am by Guest

IRIS KashFlow Connect

0 New
2 Vote

Display options

We can add new fields into customer and supplier fields but these do not appear on the customer/supplier transaction summary page. It would be useful to at least be able to nominate one field to appear on that page. A couple of examples: ...

Created 6 Feb 12:56pm by Guest

IRIS KashFlow Connect / Settings

0 New
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 03:06pm by Guest

IRIS KashFlow Connect / Clients

3 New
2 Vote

Client Dashboard Customization

Would like to customise the dashboard with more relevant information. ie open VAT period

Created 18 Dec 08:31am by Guest

IRIS KashFlow Connect / Reporting

1 New
2 Vote

Bank Import - system suggestions

Can you not have the system check for name matches as well as amounts. I have a client that has a lot of subbies with identical amounts invoiced and paid on the same day, the system just matches amounts and I have to go through and undo and re-mat...

Created 8 Dec 03:32pm by Guest

IRIS KashFlow Connect

0 New
2 Vote

Bank imports - creating transactions - VAT default

It would be useful if a VAT default rate could be set for each nominal, it is a mind-numbingly boring faff having to change every payment for net wages, drawings, PAYE, VAT etc. to N/A

Created 8 Dec 03:28pm by Guest

IRIS KashFlow Connect / Settings

0 New
2 Vote

P&L nominal activity

There should be an option where you can just run either all profit and loss nominal codes or balance sheet codes. But you have to tick through all nominal codes manually to do this.

Created 6 Sep 02:33pm by Ashley Smith

IRIS KashFlow Connect / Reporting

0 New
2 Vote

Customise nominal ledger report

I have a client who has asked me to send him all his fixed asset category additions by supplier. When I run the report it defaults to the purchase invoice number first - supplier. In Q/B and Sage we can customise this but in Kashflow you cannot wi...

Created 6 Sep 02:31pm by Ashley Smith

IRIS KashFlow Connect / Reporting

0 New
2 Vote

Supplier/Customer codes using special characters

I have been trading nearly 25 years and have a coding system for customers that involves the use of &, but I cannot incluse this in my customer code, why, SAGE which I have been using all that time allows for this? I really don'y want to have ...

Created 10 Aug 07:27pm by Guest

IRIS KashFlow Connect / Settings

0 New