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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 would...
Created 12 Apr 03:08pm by Guest
IRIS KashFlow Connect / Clients
0
Acknowledged
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
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
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 can ...
Created 17 Jul 09:44am by Guest
IRIS KashFlow Connect / Other
0
Acknowledged
1
Vote
New report: Fourweekly P&L
Would it be possible to create a report similar to the Monthly P&L however four-weekly ...? Many businesses trade weekly/four-weekly. As we provide management accounts to these clients, four-weekly would be more suitable rather than monthly.
Created 6 Feb 08:43am by Guest
IRIS KashFlow Connect / Reporting
0
Acknowledged
1
Vote
"stay signed in" Option where the end user logs in the system through the accoutants' website
No description provided
Created 10 Jan 09:31am by Guest
IRIS KashFlow Connect / Settings
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Acknowledged
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