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My Ideas: IRIS KashFlow Connect

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Archive clients

We would find it useful to be able to archive clients that are no longer using Kashflow. We would still have access to the data and continue to use a credit to keep them on our system but not have them on our client list. This would be useful for ...
Guest about 1 year ago in IRIS KashFlow Connect / Clients 0 New

enable bank feeds for CaponTap Credit Cards

A lot of clients are now using the new CaponTap Company Credit Card. The option to activate a bank feed would be very useful.
Guest over 1 year ago in IRIS KashFlow Connect / Clients 0 New

Comment on customer statements

It would be really useful if a free text box could be added to statements so you add comments to explain anomalies on statements. I just had one where they double paid an earlier invoice, I wanted to explain what had happened - I had to work out w...
Guest over 1 year ago in IRIS KashFlow Connect / Reporting 0 New

CIS needs an update

There are lots of fragmented ideas round this, hopefully this pulls all outstanding points to a single idea. The CIS on Kashflow is woeful and despite assurances for years that it is in development all we get are interface "upgrades" we neither wa...
Guest almost 2 years ago in IRIS KashFlow Connect / Reporting 0 New

Matching bank feed entries en-block

In the bank reconciliation you can tick the box at the top of the column and tick all items in one go. It would be useful when matching bank items if one filtered to a customer/supplier you can do this too on you have selected 10, 20, 50or 100 ite...
Guest almost 2 years ago in IRIS KashFlow Connect / Other 0 New

Dividends - showing on P&L

It would be useful is you set up a separate section for dividends, may be "distribution of profit* so they come after net profit and not part of it, but so they get cleared to accumulated reserves when year end is run
Guest over 2 years ago in IRIS KashFlow Connect / Reporting 0 New

Journals - copy journal function

Whilst journal templates are useful they are time consuming, much easier to just copy a journal and amend like in Freeagent.
Guest over 2 years ago in IRIS KashFlow Connect / Clients 1 New

Link Kashflow to TaxFiler for statutory accounts and corporation tax

It will save time
Guest over 2 years ago in IRIS KashFlow Connect / Reporting 1 Already exists

Supplier Activity report

A print out which shows each supplier’s account with their transaction details during a certain period. SAGE calls it Supplier Activity report which shows itemised transactions for each supplier.
Guest over 2 years ago in IRIS KashFlow Connect / Reporting 0 New

Sale invoice number sequence with letters

Could we please have the option to use letters in the sale invoices number sequence please
Guest almost 3 years ago in IRIS KashFlow Connect / Clients 0 New