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My Ideas: IRIS KashFlow Connect

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Two-factor Authentication for user logins

As a company our policy is to always have two-factor authentication activated on our software products and to recommend to all our clients that they also do the same. All other packages we use do have this functionality e.g. xero, quickbooks &...
Guest about 6 years ago in IRIS KashFlow Connect 0 Acknowledged

Choose which boxes are amended on VAT return when using the VAT journal

The VAT adjustment journals have been set up in such a way that you cannot amend box 6 / 7 without amending the actual VAT figures. it also seems odd that only the side (debit / credit) which the VAT code is on will be amended on the return. I hav...
Rhiannon Metalle over 6 years ago in IRIS KashFlow Connect / Other 0 Acknowledged

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...
Guest over 6 years ago in IRIS KashFlow Connect / IRIS Snap 0 Acknowledged

Internal email communications with clients

I think it would be good if you could email clients directly within the software to avoid going to third party applications. Almost like having the ability to have a conversation within the platform
Guest over 6 years ago in IRIS KashFlow Connect / Clients 0

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?
Guest over 6 years ago in IRIS KashFlow Connect 0 Acknowledged

Support third party software integration

I was trying to connect Auto Entry app to Kashflow only to be told Kashflow doesn't support it. Please can something be done.
Guest almost 7 years ago in IRIS KashFlow Connect / Other 1 Future Consideration

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

Trial Balance Not Balancing

As an accountant, we have had a couple of clients that have managed to post sales/purchase invoices to a bank code which has somehow caused the trial balance to not balance. I don't claim to be the smartest person, but surely if the software is do...
Guest over 7 years ago in IRIS KashFlow Connect / Your Account 0 Will not implement

Provide different access levels for users within the agent's staff

We need a multi-tier access level because not all of our staff have the same levels of competency. Some have particular functions, such as invoicing for clients and doing credit control on behalf of the client, however they don't need to view or m...
Guest over 7 years ago in IRIS KashFlow Connect / Settings 3

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