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IRIS KashFlow Connect

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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 about 5 years ago in IRIS KashFlow Connect / Settings 0 New

Data Import - Import CSV Files using Kashflow Connect credentials

We are unable to import data (CSV's) via the Settings > Import Data function using our Kashflow Connect credentials, we are required to obtain and enter our client's Kashflow username and password. It would be good for accountants to have the s...
Guest over 5 years ago in IRIS KashFlow Connect / Settings 0 New

P&L nominal activity

There should be an option where you can just run either all profit and loss nominal codes or balance sheet codes. But you have to tick through all nominal codes manually to do this.
Ashley Smith almost 6 years ago in IRIS KashFlow Connect / Reporting 0 New

The manangement reports in IRIS Insight are only monthly can we have the option to run this on a quartley basis inline with the Cashfloe forecast

Client has requested this and when reviewing this each moth ia a seperate report
Guest almost 6 years ago in IRIS KashFlow Connect / IRIS Insight 0 New

Globally change the ticked boxes on purchase codes and sales codes - EC sales and purchases and remove them as a default

Currently the sales and purchase codes automatically have ticked the (Include in box 8 and on EC Sales List) and for purchases (include as EC Purchases of products). Obviously some sales codes are services and not goods and even more so for purcha...
Guest almost 6 years ago in IRIS KashFlow Connect 1 New

A notification if an email sent to a customer bounces back

Currently KF does log when an invoice is sent to a customer and to what email address. A couple of clients are not comfortable with the fact that if an email bounces back due to a mailbox being full or an incorrect email address is used there is n...
Tim Shave about 6 years ago in IRIS KashFlow Connect / Clients 3 New

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

Journals - copy journal function

Whilst journal templates are useful they are time consuming, much easier to just copy a journal and amend like in Freeagent.
Guest over 2 years ago in IRIS KashFlow Connect / Clients 1 New

Payment Terms - supplier terms

Many suppliers specify "end of month following invoice date" - we can only chose X days after end of month - not all months are the same length so half the time the suggested date is wrong! It cannot be that difficult to have the above as an option.
Guest over 4 years ago in IRIS KashFlow Connect / Settings 0 New

Autofill in invoice descriptions

It would be useful if like SAGE the system could remember text entered and offer as a suggestion when typing the same description repeatedly (but not consecutively)
Guest over 4 years ago in IRIS KashFlow Connect / Other 0 New