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My Ideas: IRIS KashFlow Connect

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drop down menu for invoice allocation

hi in old version when I try to allocate bank payment to invoice it used to give option of all available invoices but now in new version i need to go and find invoice number or reference first and then only I can allocate. new version should lesse...
Guest 4 months ago in IRIS KashFlow Connect / Other 0 New

additional bank streams - Stripe & Zettle

Our on-line and face-to-face card payments for ticket sales are via Stripe & Zettle respectively. It would save hours of my time if the data could be streamed into Kashflow directly - it is already done for Paypal & most banks
Guest 7 months ago in IRIS KashFlow Connect / Your Account 0 New

Supplier Reference Field on Quick Purchase invoice creation

It would be very useful if there would be an option to add the extra field when creating purchase invoice via 'quick purchase invoice'. This would save so much time going back to the invoice to edit it. having this feature is missing a point then....
Guest 8 months ago in IRIS KashFlow Connect / Settings 0 New

system carries log of imports so in case of failure log can be used to ignore all already imported items

we have had 3 to 4 failures of this system, the system is brilliant but if you end up importing all the duplicates it is a NIGHTMARE to fix, suggestion in the "my idea" would fix that and very easy to do....
Guest 11 months ago in IRIS KashFlow Connect / Other 0 New

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 over 1 year 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 about 2 years ago in IRIS KashFlow Connect / Reporting 0 New