Clients

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Page selector

CAn you please put the page selector at the top of the page as well as the bottom, it is a fag having to scroll down before you can work through pages, or at least make it stay at the bottom, if I want to go from page one I have to scroll down, cl...

Guest almost 7 years ago in IRIS KashFlow / Clients 0

1 VOTE

your system needs to recognise when a duplicated purchase order number has been inputted

everyone would benefit

Guest over 3 years ago in IRIS KashFlow Connect / Clients 0 New

2 VOTE

facility to record communication on credit control

This facility will allow us to keep track on when we have spoken to clients and what has been discussed during the conversation.

Guest almost 7 years ago in IRIS KashFlow Connect / Clients 2 Already exists

2 VOTE

Stop Kashflow reverting to another company when more than one browser is open

When logged into one company, we then open another company to do some work (ie two companies open at one time), the first company reverts to the second one which gets confusing, not to mention problematic. Can Kashflow maintain the integrity of th...

Guest about 7 years ago in IRIS KashFlow Connect / Clients 1 Will not implement

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.

Guest about 4 years ago in IRIS KashFlow Connect / Clients 0 New

1 VOTE

sales invoice number sequence

I have a number of clients who start a new sales invoice sequence each year (ie go back to number 1 again) as I'm sure many other accountants do. It is a real pain to have to update manually for each invoice

Guest almost 5 years ago in IRIS KashFlow Connect / Clients 0 New

1 VOTE

Internal email function improving

Hi thereWe have used kashflow for a while.Normally we will send the report once we finished the VAT return to the client through Email with some necessary comment.I tried to use Kashflow build-in email function today, however, there is no "saved t...

Guest about 5 years ago in IRIS KashFlow Connect / Clients 0 New

1 VOTE

Please make the whole of KashFlow read only for the client so that they cannot mess up their accounts

Please make the whole of KashFlow read only for the client so that they cannot mess up their accounts There should be a tickbox in KashFlow Connect that makes the client's KashFlow totally read only for the client.

Guest over 5 years ago in IRIS KashFlow Connect / Clients 0 New

1 VOTE

For Accountants to correct Dr and Cr Control Accounts in Nominal to agree with customer/supplier list

Have a client who has had Kashflow for a number of years, didn't do any year end routines, somehow got the customer list of balances out of sink with the nominal control account, we have now done a year end routine and it appears the nominal contr...

Guest over 5 years ago in IRIS KashFlow Connect / Clients 0 New

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...

Guest almost 6 years ago in IRIS KashFlow Connect / Clients 0 Acknowledged

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