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...
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...
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.
It is ridiculous the way exchange rates work on the csv importer.
I have clients that invoice in US$ and Euro's and they send me spreadsheets with the foreign currency and exchange rate.
I have to convert the spreadsheets to £ to import so KF can ...
Would it be possible to create a report similar to the Monthly P&L however four-weekly ...?
Many businesses trade weekly/four-weekly. As we provide management accounts to these clients, four-weekly would be more suitable rather than monthly.
0
Acknowledged
