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My Ideas: IRIS KashFlow Connect

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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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Guest over 7 years ago in IRIS KashFlow Connect / Reporting 0 Acknowledged

Payment Terms - supplier terms

Many suppliers specify "end of month following invoice date" - we can only chose X days after end of month - not all months are the same length so half the time the suggested date is wrong! It cannot be that difficult to have the above as an option.
Guest about 4 years ago in IRIS KashFlow Connect / Settings 0 New

Autofill in invoice descriptions

It would be useful if like SAGE the system could remember text entered and offer as a suggestion when typing the same description repeatedly (but not consecutively)
Guest about 4 years ago in IRIS KashFlow Connect / Other 0 New

Disable Quick Expenses

Most of our clients that use the Quick Expense option instead of raising purchases end up posting the expense incorrectly, either to the wrong account, or the figures/VAT is wrong. Unlike purchases, these can't be amended once posted, only deleted...
Guest over 4 years ago in IRIS KashFlow Connect 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

Bank Reconciliation - Move Top Bar

Where the bank reconciliation currently shows the details at the top of the page and this is static. I think that this should be something that is on the side of the page and you can view as you are reconciling the bank. This is because, when I ha...
Guest almost 5 years ago in IRIS KashFlow Connect 1 New

It would be useful to be able to use the same invoice number for purchase invoices and also be able to use letters too.

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Guest almost 5 years ago in IRIS KashFlow Connect 0 New

Reinstate ability to change client's password

We are no longer able to change a client's password but can still access the client's records when the client themselves are locked out. We need the ability to unlock a client and change their passwords if they are locked out as we are our client'...
Elaine Milne almost 5 years ago in IRIS KashFlow Connect 0 New

Being able to use more characters and letters in the customer invoice box and the same invoice number

When we enter our credit notes this would be for example C195611111111. The box does not allow enough characters and needs to include letters as some of our clients use letters in their invoice numbers. We also are finding clients are using the sa...
Guest about 5 years ago in IRIS KashFlow Connect 0 New

Display options

We can add new fields into customer and supplier fields but these do not appear on the customer/supplier transaction summary page. It would be useful to at least be able to nominate one field to appear on that page. A couple of examples: In...
Guest about 5 years ago in IRIS KashFlow Connect / Settings 0 New