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3 Vote

Opening Balance & Year End Journals process - simplfication

I find the process of posting Debtors/Creditors year end adjustments and opening balances quite strange. Currently I have to: 1. Post Journals in the usual way for everything except Drs/Crs 2. Post Drs/Crs balances to Suspense 3. Create a suppl...

Created 3 Nov 11:58am by Guest

IRIS KashFlow Connect / Other

0 Acknowledged
3 Vote

On dashboard, the 'amount owed to you' when clicked only shows 'unpaid' invoices as default view. Can you make it easier to match the balance owed with one click rather than changing different views (part-paid, overdue, overdue part-pay, over-paid) just to reconcile back the balance on dashboard?

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Created 7 Oct 07:09am by Guest

IRIS KashFlow Connect / Reporting

0 Acknowledged
2 Vote

MTD VAT Ability to file as agent through connect or by Client themselves

We have been told that if the client signs up for MTD under their HMRC login we are then not able to submit vat returns on their behalf when logging into their software through connect. The other cloud software available does not seem to have thi...

Created 24 Jun 02:01pm by Nikki Drake

IRIS KashFlow Connect

4 Acknowledged
2 Vote

Ability to change headings on a Statement

It would be useful to be able to change the heading on a statement as the invoice number is shown under a # symbol. It would be nice to have the option of changing the heading to' Invoice Number'

Created 21 Jun 11:04am by Guest

IRIS KashFlow Connect / Settings

0 Acknowledged
2 Vote

More flexible reporting options

My client has requested a report to show purchases recorded which have not yet been assigned to a project. When reviewing a VAT return done by a junior colleague, I have been unable to run a report which shows the VAT code used.

Created 30 Apr 04:08pm by Mia Brydon

IRIS KashFlow Connect / Reporting

0 Acknowledged
2 Vote

Two-factor Authentication for user logins

As a company our policy is to always have two-factor authentication activated on our software products and to recommend to all our clients that they also do the same. All other packages we use do have this functionality e.g. xero, quickbooks &...

Created 17 Apr 10:03am by Guest

IRIS KashFlow Connect

0 Acknowledged
2 Vote

Choose which boxes are amended on VAT return when using the VAT journal

The VAT adjustment journals have been set up in such a way that you cannot amend box 6 / 7 without amending the actual VAT figures. it also seems odd that only the side (debit / credit) which the VAT code is on will be amended on the return. I ha...

Created 14 Mar 05:19pm by Rhiannon Metalle

IRIS KashFlow Connect / Other

0 Acknowledged
1 Vote

VAT duplicate entries

I have a building trade client that does monthly returns, many are likely to shift to this when the new building trade VAT rules come in. Most of his work is new build without VAT but due to the complexity of the receipts we often cannot reconcile...

Created 6 Jan 05:03pm by Guest

IRIS KashFlow Connect / Reporting

0 New
1 Vote

Show paid date on sales invoices

Currently sales invoices show that they are paid but more government and benefit agencies are asking for proof of payment date, in order to re-imburse for childcare etc. Adding a paid date to the sales invoice would be very helpful.

Created 5 Jan 10:04am by Guest

IRIS KashFlow Connect / Clients

0 New
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: Currentl...

Created 20 Dec 10:07am by Guest

IRIS KashFlow Connect / IRIS Snap

0 Acknowledged