Help us improve

1 Vote

To view all clients now signed up to MTD

beneficial for accountants to see which of their clients have signed up to MTD for VAT.

Created 22 May 11:05am by Lynsey Thomson

IRIS KashFlow Connect / Settings

0 Acknowledged
1 Vote

Export of Client Details from Kashflow Connect Client Screen

We would like the ability to Export our Kashflow Connect clients in CSV format. We have over 1500 client accounts across multiple sites. Onn the clients screen https://securedwebapp.com/Orbit/clients.asp we would like an export option We wo...

Created 12 Apr 03:08pm by Guest

IRIS KashFlow Connect / Clients

0 Acknowledged
1 Vote

Able to do VAT returns for Reverse VAT Charge

I have spoken with a couple of people at Kashflow regarding the Reverse VAT charge coming into effect on 01/10/2019 for clients working in construction. I have asked if the system will be updated in-line with the legislation, I appreciate it is a ...

Created 1 Apr 11:10am by Ella Ridd

IRIS KashFlow Connect / Other

1 Started
1 Vote

Restricting access

I have recently spoken with Kashflow support and accounts production support. They have informed me that we are unable to limit the access to ‘Kashflow Connect’ through the IRIS suite menu. We changed the password which disconnected it, but then w...

Created 19 Jul 09:36am by Guest

IRIS KashFlow Connect / Settings

0 Acknowledged
1 Vote

Default Codes on Bank Accounts

When setting up a new chart of accounts in KashFlow Connect, You can't re-code the bank accounts by default. This means every time you create a new client you have to go to "Bank" and edit the code, for every account.

Created 22 Jun 07:48am by Guest

IRIS KashFlow Connect / Settings

0 Acknowledged
1 Vote

Add a narrative on invoices

When downloading invoices, I believe it would be useful if there was a narrative rather than just a reference number in order to show the work carried out so that clients know what each invoice is for. This feature is available on Sage.

Created 13 Apr 09:21am by Guest

IRIS KashFlow Connect / Other

1 Already exists
1 Vote

Management reports to have this month and ytd

I think most people would find it useful to have the management reports having a this month column and a year to date column, rather than having to run two reports. reporting is very weak in Kashflow but this is the weakest. The reports all look...

Created 14 Mar 05:11pm by Guest

IRIS KashFlow Connect / Reporting

2 Already exists
1 Vote

Adding project detail to unpaid invoices report

Useful for client in monitoring business performance

Created 26 Jan 11:12am by Guest

IRIS KashFlow Connect / Reporting

0 Acknowledged
1 Vote

Exchange rates

It is ridiculous the way exchange rates work on the csv importer. I have clients that invoice in US$ and Euro's and they send me spreadsheets with the foreign currency and exchange rate. I have to convert the spreadsheets to £ to import so KF ca...

Created 17 Jul 09:44am by Guest

IRIS KashFlow Connect / Other

0 Acknowledged
1 Vote

multi- language option?

I would like to put Chinese onto my sales invoices but when I save it under product code in sales code settings the Chinese comes out in ???? (question marks).

Created 19 May 08:13pm by Guest

IRIS KashFlow Connect / Clients

1 Will not implement