IRIS KashFlow Connect

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Ability to split payment between a sales invoice and a purchase invoice

It would be useful if, when importing the bank feeds, a receipt / payment could be split between both purchases and sales. I have a client who sells grain and uses self billing - their customer sends them the bill which details the value of the gr...

Rhiannon Metalle about 6 years ago in IRIS KashFlow Connect / Other 0 Acknowledged

5 VOTE

Calender reminder for actions such VAT returns etc

Instead of manually recording a note of the next client's VAT return/yearend etc into a Diary or similar. It would be ideal if Kashflow was able to send an email to warn you of the pending task for your client.

Guest about 6 years ago in IRIS KashFlow Connect / Clients 0 New

1 VOTE

Archive clients

We would find it useful to be able to archive clients that are no longer using Kashflow. We would still have access to the data and continue to use a credit to keep them on our system but not have them on our client list. This would be useful for ...

Guest over 1 year ago in IRIS KashFlow Connect / Clients 0 New

4 VOTE

VAT home page

The new MTD home page is a pain in the arse to be frank. Why not list all returns on one page. It is driving me mad at the moment because am doing December 2019 returns and the view defaults to a blank 2020 page, so I have to change to 2019 then...

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

4 VOTE

multi currency bank accounts

i have a client that deals with clients in USA & has open an American bank account = $. so all transactions are in $ . I can input invoices in dollars but are unable to pay them off in dollars as the total as converted to £. this makes it hard...

Guest over 5 years ago in IRIS KashFlow Connect 1 New

3 VOTE

Bank transactions - default VAT settings

When importing bank feeds and I need to create a transaction, VAT is defaulted to 20%, when this is wages, drawings, tax payments etc why cannot the VAT code be set as a default for posting to those accounts? It is a pain having to do this manuall...

Guest over 4 years ago in IRIS KashFlow Connect / Settings 1 New

4 VOTE

Option to assign transactions to a project from a bank feed

Otherwise it doubles the work time required for both the client and ourselves

Guest about 6 years ago in IRIS KashFlow Connect / Other 0 New

3 VOTE

Allow accountants full control over Username and password as before

The recent update has removed the ability for those setting-up clients on KashFlow the ability to designate an appropriate Username. The system is generating rather long Usernames based on the business name and the Username can be more than 30 cha...

Guest over 4 years ago in IRIS KashFlow Connect / Settings 0 New

1 VOTE

enable bank feeds for CaponTap Credit Cards

A lot of clients are now using the new CaponTap Company Credit Card. The option to activate a bank feed would be very useful.

Guest over 1 year ago in IRIS KashFlow Connect / Clients 0 New

3 VOTE

Allow clients to override transactions and bank locks only as far as a specified date

Currently there is only a blanket option to allow clients to override the bank or transaction locks - as in they can go back as far as they want. Thus there is no protection given to the books for a finalised year of accounts. Whilst withholding t...

Chris D almost 5 years ago in IRIS KashFlow Connect / Settings 0 New

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