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1 VOTE

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...

Created about 10 hours ago by Guest

KashFlow Connect / Settings

0 New
2 VOTE

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.

Created 14 days ago by Ashley Smith

KashFlow Connect / Reporting

0 New
2 VOTE

Customise nominal ledger report

I have a client who has asked me to send him all his fixed asset category additions by supplier. When I run the report it defaults to the purchase invoice number first - supplier. In Q/B and Sage we can customise this but in Kashflow you cannot ...

Created 14 days ago by Ashley Smith

KashFlow Connect / Reporting

0 New
2 VOTE

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

Created 15 days ago by Guest

KashFlow Connect / IRIS Insight

0 New
2 VOTE

multi currency bank accounts

i have a client that deals with clients in USA & has open an American bank account = $. so all transactions are in $ . I can input invoices in dollars but are unable to pay them off in dollars as the total as converted to £. this makes it ha...

Created 17 days ago by Guest

KashFlow Connect

0 New
0 VOTE

Being able to use letters or special characters to invoice numbers

It would be great if letters and special characters (e.g. - or /) could be used as part of an invoice number. Our clients, who produce their own invoice numbers, will sometimes have a repeated number followed by a letter and we are then unable to...

Created 24 days ago by Guest

KashFlow Connect

0 New
2 VOTE

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 purch...

Created 29 days ago by Guest

KashFlow Connect

1 New
2 VOTE

Supplier/Customer codes using special characters

I have been trading nearly 25 years and have a coding system for customers that involves the use of &, but I cannot incluse this in my customer code, why, SAGE which I have been using all that time allows for this? I really don'y want to have...

Created about 1 month ago by Guest

KashFlow Connect / Settings

0 New
3 VOTE

VAT Report buttons

It is very easy to inadvertently file a VAT return when trying to view the detail or summary, can the view buttons not be located further away from the submit one, you have to view prior to submission but te slightest twitch as you click could lea...

Created about 1 month ago by Guest

KashFlow Connect / Reporting

0 Acknowledged
1 VOTE

Setting to change the list item number

It would be helpful to have a setting whereby you could change the default setting for the number of items listed. It is currently set at 10 items, but as we are entering more and more data we would quite like the option for the default to be 100 ...

Created 3 months ago by Guest

KashFlow Connect / Settings

0 Acknowledged