IRIS KashFlow Connect

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Make an option to mark a supplier or customer invoice in query/dispute

Everyone would benefit from this, as we are currently paying invoices that are actually in query, but there is no option to show this other than to delete the invoice.

Guest over 6 years ago in IRIS KashFlow Connect / Other 1 Acknowledged

2 VOTE

Create document processing status at dashboard-level (IRIS Snap Portal)

Scenario: When an accountant sends pdf documents (Say a pdf doc had 100 pages) for digitization, team processes them in batches. Pages requiring clarification are kept separately (unprocessed) for discussion with the accountant. As-Is: Currently a...

Guest over 6 years ago in IRIS KashFlow Connect / IRIS Snap 0 Acknowledged

3 VOTE

When default payment terms are changed in customer settings have an option to allow it to update all customers default terms as well.

When the default payment terms are changed in 'company details' have an option for it to update all existing customers default terms. This will save time as you will not need to click in to each individual customer to edit their terms. When creati...

Guest over 6 years ago in IRIS KashFlow Connect / Settings 0 New

8 VOTE

Bank Payment - Allocate to multiple nominal costs

Kashflow currently doesn't offer the equivalent of SAGE's Bank Payment option. Often there will be costs which come out of the bank, but need to be assigned to multiple nominal codes. Currently there are 3 work-arounds but neither are ideal. One i...

Guest over 6 years ago in IRIS KashFlow Connect / Reporting 1 Planned

2 VOTE

Internal email communications with clients

I think it would be good if you could email clients directly within the software to avoid going to third party applications. Almost like having the ability to have a conversation within the platform

Guest over 6 years ago in IRIS KashFlow Connect / Clients 0

2 VOTE

Warning if more than one person accessing the account

Would it be possible to have some sort of warning if another user is logged onto Kashflow? For example, if a client making changes whilst the accountant is logged in?

Guest over 6 years ago in IRIS KashFlow Connect 0 Acknowledged

6 VOTE

The option to add multiple Client Managers to a client on connect

So different staff members can on;y see the accounts they are assigned to.

Guest over 6 years ago in IRIS KashFlow Connect / Clients 2 Planned

10 VOTE

Automatic terms and conditions added to sales invoice

Would be great if the payment terms entered in the customers records were automatically shown on sales invoice

Guest over 6 years ago in IRIS KashFlow Connect / Settings 2 Acknowledged

6 VOTE

Upload VAT report direct to IRIS openspace for client approval

I thinking it would be go if we could upload the VAT detailed report to IRIS openspace direct from kashflow, at the moment I have to save it as PDQ then log into IRIS opensapce to upload the detailed report for approval.

Guest over 6 years ago in IRIS KashFlow Connect / Reporting 0 Future Consideration

2 VOTE

Support third party software integration

I was trying to connect Auto Entry app to Kashflow only to be told Kashflow doesn't support it. Please can something be done.

Guest over 6 years ago in IRIS KashFlow Connect / Other 1 Future Consideration

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