IRIS KashFlow Connect

Showing 128

Summary of payment/receipts on supplier/customer accounts

It is very annoying looking at a customer and supplier statement and seeing a payment or receipt exploded out. If I am looking for an amount, say £5000, from the bank statement the ideal would be to have that showing on the statement with the opti...

Guest about 5 years ago in IRIS KashFlow Connect / Reporting 0 New

1 VOTE

Multiple supplier fields

For customers we can specify many extra fields on their record, we need this for suppliers too. I have many building trade clients and it would be useful to be able to record UTR number, NI number and Verification Number against their sub-contra...

Guest about 5 years ago in IRIS KashFlow Connect / Settings 0 New

1 VOTE

Filter by referneces (customer and supplier)

Why when I am batch posting payments and receipts does the name come up and not the supplier reference? We use references because they are short and easy to remember. One of my clients deals with multiple offices of a group all with the same name ...

Guest about 5 years ago in IRIS KashFlow Connect 0 New

1 VOTE

Internal email function improving

Hi thereWe have used kashflow for a while.Normally we will send the report once we finished the VAT return to the client through Email with some necessary comment.I tried to use Kashflow build-in email function today, however, there is no "saved t...

Guest about 5 years ago in IRIS KashFlow Connect / Clients 0 New

1 VOTE

Read only users

There are many times when it would be useful for various employees to have full access to see the financial data but not be able to amend it. Many clients the MD is fully entitled to see the data but you would not want them to have the ability to ...

Guest over 5 years ago in IRIS KashFlow Connect / Settings 0 New

1 VOTE

Bank Import - create transactions

It would be useful to select a group of entries to create transactions for, eg, net wages, drawings etc. rather than having to repeat exactly the same for each one (especially setting the VAT code - see my other suggestion

Guest over 5 years ago in IRIS KashFlow Connect / Other 0 New

1 VOTE

Please make the whole of KashFlow read only for the client so that they cannot mess up their accounts

Please make the whole of KashFlow read only for the client so that they cannot mess up their accounts There should be a tickbox in KashFlow Connect that makes the client's KashFlow totally read only for the client.

Guest over 5 years ago in IRIS KashFlow Connect / Clients 0 New

1 VOTE

For Accountants to correct Dr and Cr Control Accounts in Nominal to agree with customer/supplier list

Have a client who has had Kashflow for a number of years, didn't do any year end routines, somehow got the customer list of balances out of sink with the nominal control account, we have now done a year end routine and it appears the nominal contr...

Guest over 5 years ago in IRIS KashFlow Connect / Clients 0 New

1 VOTE

Bank feed post straight to projects

At the moment if you have departments/ projects after posting bank feed, you have go go back through and allocate to projects. I would like to post straight to the projects when I import the bank feed. There should be an additional option on the f...

Sharon Minkin ACA over 5 years ago in IRIS KashFlow Connect / Other 0 New

1 VOTE

I would like to be able to pie chart or graph the costs for each project within a service company.

It would benefit construction and service companies as well as advertising and similar companies being able to provide visuals of the cost breakdown of each project for showing to the customer / tenant.

Guest over 5 years ago in IRIS KashFlow Connect / Reporting 0 New

Please enter your email address

KashFlow Ideas

FILTER BY CATEGORY