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IRIS KashFlow Connect

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

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 about 5 years ago in IRIS KashFlow Connect / Other 0 New

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

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

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

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

When you have EC transactions, you must tick a box in the settings to set the nominals codes for EC transations. it defaults to selecting all. this then means that any N/A vat transations appear on a vat return. so you have to untick all nominals. why not have the default to select NONE, and then the individual selects the nominal for the EC transactions

No description provided
Guest over 5 years ago in IRIS KashFlow Connect 0 New

Setting to change the list item number

It would be helpful to have a setting whereby you could change the default setting for the number of items listed. It is currently set at 10 items, but as we are entering more and more data we would quite like the option for the default to be 100 ...
Guest over 5 years ago in IRIS KashFlow Connect / Settings 0 Acknowledged

To view all clients now signed up to MTD

beneficial for accountants to see which of their clients have signed up to MTD for VAT.
Lynsey Thomson over 5 years ago in IRIS KashFlow Connect / Settings 0 Acknowledged

Export of Client Details from Kashflow Connect Client Screen

We would like the ability to Export our Kashflow Connect clients in CSV format. We have over 1500 client accounts across multiple sites. Onn the clients screen https://securedwebapp.com/Orbit/clients.asp we would like an export option We would...
Guest over 5 years ago in IRIS KashFlow Connect / Clients 0 Acknowledged