IRIS KashFlow Connect

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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

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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 almost 6 years ago in IRIS KashFlow Connect / Settings 0 Acknowledged

1 VOTE

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 almost 6 years ago in IRIS KashFlow Connect / Settings 0 Acknowledged

1 VOTE

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 about 6 years ago in IRIS KashFlow Connect / Clients 0 Acknowledged

1 VOTE

Able to do VAT returns for Reverse VAT Charge

I have spoken with a couple of people at Kashflow regarding the Reverse VAT charge coming into effect on 01/10/2019 for clients working in construction. I have asked if the system will be updated in-line with the legislation, I appreciate it is a ...

Ella Ridd about 6 years ago in IRIS KashFlow Connect / Other 1 Started

1 VOTE

Restricting access

I have recently spoken with Kashflow support and accounts production support. They have informed me that we are unable to limit the access to ‘Kashflow Connect’ through the IRIS suite menu. We changed the password which disconnected it, but then w...

Guest almost 7 years ago in IRIS KashFlow Connect / Settings 0 Acknowledged

1 VOTE

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 almost 7 years ago in IRIS KashFlow Connect / Settings 0 Acknowledged

1 VOTE

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 about 7 years ago in IRIS KashFlow Connect / Other 1 Already exists

1 VOTE

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

1 VOTE

Adding project detail to unpaid invoices report

Useful for client in monitoring business performance

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

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