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My Ideas: IRIS KashFlow Connect

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Password reset

Give accountants back the power to reset clients passwords and memorable words, as since the removal of this feature more time is taken to explain the lost password feature to clients. After all we are selling YOUR product and are the first poi...
Guest over 5 years ago in IRIS KashFlow Connect / Settings 1 New

system carries log of imports so in case of failure log can be used to ignore all already imported items

we have had 3 to 4 failures of this system, the system is brilliant but if you end up importing all the duplicates it is a NIGHTMARE to fix, suggestion in the "my idea" would fix that and very easy to do....
Guest about 1 year ago in IRIS KashFlow Connect / Other 0 New

Calender reminder for actions such VAT returns etc

Instead of manually recording a note of the next client's VAT return/yearend etc into a Diary or similar. It would be ideal if Kashflow was able to send an email to warn you of the pending task for your client.
Guest about 6 years ago in IRIS KashFlow Connect / Clients 0 New

Archive clients

We would find it useful to be able to archive clients that are no longer using Kashflow. We would still have access to the data and continue to use a credit to keep them on our system but not have them on our client list. This would be useful for ...
Guest over 1 year ago in IRIS KashFlow Connect / Clients 0 New

VAT home page

The new MTD home page is a pain in the arse to be frank. Why not list all returns on one page. It is driving me mad at the moment because am doing December 2019 returns and the view defaults to a blank 2020 page, so I have to change to 2019 then...
Guest about 5 years ago in IRIS KashFlow Connect / Settings 0 New

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 hard...
Guest over 5 years ago in IRIS KashFlow Connect 1 New

Bank transactions - default VAT settings

When importing bank feeds and I need to create a transaction, VAT is defaulted to 20%, when this is wages, drawings, tax payments etc why cannot the VAT code be set as a default for posting to those accounts? It is a pain having to do this manuall...
Guest over 4 years ago in IRIS KashFlow Connect / Settings 1 New

Option to assign transactions to a project from a bank feed

Otherwise it doubles the work time required for both the client and ourselves
Guest about 6 years ago in IRIS KashFlow Connect / Other 0 New

enable bank feeds for CaponTap Credit Cards

A lot of clients are now using the new CaponTap Company Credit Card. The option to activate a bank feed would be very useful.
Guest over 1 year ago in IRIS KashFlow Connect / Clients 0 New

Allow accountants full control over Username and password as before

The recent update has removed the ability for those setting-up clients on KashFlow the ability to designate an appropriate Username. The system is generating rather long Usernames based on the business name and the Username can be more than 30 cha...
Guest over 4 years ago in IRIS KashFlow Connect / Settings 0 New