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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

sales invoice number sequence

I have a number of clients who start a new sales invoice sequence each year (ie go back to number 1 again) as I'm sure many other accountants do. It is a real pain to have to update manually for each invoice

Created 16 Apr 10:52am by Guest

IRIS KashFlow Connect / Clients

0 New
2 Vote

A line showing proft before tax on the P & L report

To be able to show the client their trading profit before Corporation Tax

Created 10 May 08:06am by Guest

IRIS KashFlow Connect / Reporting

0 Acknowledged
1 Vote

Allow all clients to be assigned to a new member or staff

Currently we have to individually tick each client we want to assign to a staff member which is laborious process when there are many clients. A drop box showing all clients with a "select all" would be ideal.

Created 30 Mar 09:55am by Guest

IRIS KashFlow Connect / Your Account

0 New
1 Vote

Supplier input options

When you are in the Supplier tab and click on 'Create Purchase' the supplier box always defaults to the first supplier in alphabetical order on the list of suppliers. Can this be disabled so that when you create a new purchase invoice the 'Supplie...

Created 10 Mar 02:14pm by Guest

IRIS KashFlow Connect / Other

0 New
1 Vote

Rank clients

Scrap this, groups does it

Created 19 Feb 12:28pm by Guest

IRIS KashFlow Connect / Settings

0 New
1 Vote

Summary of payment/receipts on supplier/customer accounts

It is very annoying looking at a customer and supplier statement and seeing a payment or receipt exploded out. If I am looking for an amount, say £5000, from the bank statement the ideal would be to have that showing on the statement with the opti...

Created 19 Feb 12:23pm by Guest

IRIS KashFlow Connect / Reporting

0 New
1 Vote

Multiple supplier fields

For customers we can specify many extra fields on their record, we need this for suppliers too. I have many building trade clients and it would be useful to be able to record UTR number, NI number and Verification Number against their sub-cont...

Created 18 Feb 10:13am by Guest

IRIS KashFlow Connect / Settings

0 New
2 Vote

Problems with management reports from Kashflow Connect

I'm having problems with the 'professional looking' management reports from Kashflow Connect. On a few accounts the figures are incorrect unless I don't tick the 'zero balance nominals' box in section 3 (select data to exclude). This however looks...

Created 10 Jan 09:32am by Guest

IRIS KashFlow Connect / Reporting

0 Will not implement