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IRIS KashFlow Connect

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Import Chart of Accounts

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...
Guest over 6 years ago in IRIS KashFlow Connect / Settings 1 Acknowledged

Default Codes on Bank Accounts

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

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 ...
Elaine Milne almost 7 years ago in IRIS KashFlow Connect / Reporting 0 Acknowledged

Add a narrative on invoices

When downloading invoices, I believe it would be useful if there was a narrative rather than just a reference number in order to show the work carried out so that clients know what each invoice is for. This feature is available on Sage.
Guest almost 7 years ago in IRIS KashFlow Connect / Other 1 Already exists

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

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 almost 7 years ago in IRIS KashFlow Connect / Your Account 0 Will not implement

Management reports to have this month and ytd

I think most people would find it useful to have the management reports having a this month column and a year to date column, rather than having to run two reports. reporting is very weak in Kashflow but this is the weakest. The reports all look g...
Guest about 7 years ago in IRIS KashFlow Connect / Reporting 2 Already exists

VAT for Groups

To enable businesses who are part of a group to prepare their VAT returns by linking the businesses within Kashflow.
Guest about 7 years ago in IRIS KashFlow Connect / Clients 0 Will not implement

Assign invoices to a Project when using RapidFire

Currently invoices can't be assigned to a Project when using RapidFire to batch post. Instead you have to go into each invoice once they've been submitted to Kashflow and assign it to the relevant project. This takes an enormous amount of time and...
Guest about 7 years ago in IRIS KashFlow Connect / Other 0

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 about 7 years ago in IRIS KashFlow Connect / Settings 3