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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 would...

Created 12 Apr 15:08 by Guest

IRIS KashFlow Connect / Clients

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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 09:36 by Guest

IRIS KashFlow Connect / Settings

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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 07:48 by Guest

IRIS KashFlow Connect / Settings

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1 Vote

Adding project detail to unpaid invoices report

Useful for client in monitoring business performance

Created 26 Jan 11:12 by Guest

IRIS KashFlow Connect / Reporting

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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 can ...

Created 17 Jul 09:44 by Guest

IRIS KashFlow Connect / Other

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1 Vote

New report: Fourweekly P&L

Would it be possible to create a report similar to the Monthly P&L however four-weekly ...? Many businesses trade weekly/four-weekly. As we provide management accounts to these clients, four-weekly would be more suitable rather than monthly.

Created 06 Feb 08:43 by Guest

IRIS KashFlow Connect / Reporting

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1 Vote

"stay signed in" Option where the end user logs in the system through the accoutants' website

No description provided

Created 10 Jan 09:31 by Guest

IRIS KashFlow Connect / Settings

0 Acknowledged