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My Ideas: IRIS KashFlow Connect

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Company Registration Number

It would be best practice if limited company registration numbers could be added during set up and then selected to be included on sales invoices.
Guest almost 6 years ago in IRIS KashFlow Connect / Settings 1 New

Password reset

Give accountants back the power to reset clients passwords and memorable words, as since the removal of this feature more time is taken to explain the lost password feature to clients. After all we are selling YOUR product and are the first poi...
Guest about 5 years ago in IRIS KashFlow Connect / Settings 1 New

Calender reminder for actions such VAT returns etc

Instead of manually recording a note of the next client's VAT return/yearend etc into a Diary or similar. It would be ideal if Kashflow was able to send an email to warn you of the pending task for your client.
Guest almost 6 years ago in IRIS KashFlow Connect / Clients 0 New

VAT home page

The new MTD home page is a pain in the arse to be frank. Why not list all returns on one page. It is driving me mad at the moment because am doing December 2019 returns and the view defaults to a blank 2020 page, so I have to change to 2019 then...
Guest almost 5 years ago in IRIS KashFlow Connect / Settings 0 New

multi currency bank accounts

i have a client that deals with clients in USA & has open an American bank account = $. so all transactions are in $ . I can input invoices in dollars but are unable to pay them off in dollars as the total as converted to £. this makes it hard...
Guest over 5 years ago in IRIS KashFlow Connect 1 New

Option to assign transactions to a project from a bank feed

Otherwise it doubles the work time required for both the client and ourselves
Guest almost 6 years ago in IRIS KashFlow Connect / Other 0 New

Amending VAT locked invoices

I understand dates and amounts need to be locked after a VAT return has been created, but it would be very useful to be able to add a comment line, so that if an invoice has to be cancelled and re-input to correct an error an explanation can be pl...
Guest about 2 years ago in IRIS KashFlow Connect / Settings 1 New

New Dashboard and other Feedback wishlist

Who designs Kashflow? Does anyone one ask users, particularly accounts, what would be good or bad? We are constantly having "improvements" foisted on us which are as much use as a chocolate teapot but nothing of any substance changes. Kashflow has...
Guest over 2 years ago in IRIS KashFlow Connect / Other 1 New

Bank transactions - default VAT settings

When importing bank feeds and I need to create a transaction, VAT is defaulted to 20%, when this is wages, drawings, tax payments etc why cannot the VAT code be set as a default for posting to those accounts? It is a pain having to do this manuall...
Guest about 4 years ago in IRIS KashFlow Connect / Settings 1 New

Allow clients to override transactions and bank locks only as far as a specified date

Currently there is only a blanket option to allow clients to override the bank or transaction locks - as in they can go back as far as they want. Thus there is no protection given to the books for a finalised year of accounts. Whilst withholding t...
Chris D over 4 years ago in IRIS KashFlow Connect / Settings 0 New