Ability to split payment between a sales invoice and a purchase invoice
It would be useful if, when importing the bank feeds, a receipt / payment could be split between both purchases and sales.
I have a client who sells grain and uses self billing - their customer sends them the bill which details the value of the gr...
Make an option to mark a supplier or customer invoice in query/dispute
Everyone would benefit from this, as we are currently paying invoices that are actually in query, but there is no option to show this other than to delete the invoice.
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:
Currently a...
Warning if more than one person accessing the account
Would it be possible to have some sort of warning if another user is logged onto Kashflow? For example, if a client making changes whilst the accountant is logged in?
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...
You have added in the ability to "Export" a chart of accounts from KashFlow Connect. What would be ideal if you also add the ability to "Import" chart of accounts. I have a 500 line COA I want to set as a default for all my customers and I have to...
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.
Enable enterprises to be selected on transfer to Accounts Production
Accounts Production uses enterprises for farm accounts but there is not the ability to select an enterprise on transfer to Accounts Production. It would be useful to be able to include enterprises/branches at the mapping stage. Enterprises cannot ...
0
Acknowledged
0
Acknowledged
0
Acknowledged
