IRIS KashFlow Connect

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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 about 4 years ago in IRIS KashFlow Connect / Settings 1 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

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 almost 6 years ago in IRIS KashFlow Connect / Other 0 New

1 VOTE

Comment on customer statements

It would be really useful if a free text box could be added to statements so you add comments to explain anomalies on statements. I just had one where they double paid an earlier invoice, I wanted to explain what had happened - I had to work out w...

Guest over 1 year ago in IRIS KashFlow Connect / Reporting 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 over 4 years ago in IRIS KashFlow Connect / Settings 0 New

1 VOTE

CIS needs an update

There are lots of fragmented ideas round this, hopefully this pulls all outstanding points to a single idea. The CIS on Kashflow is woeful and despite assurances for years that it is in development all we get are interface "upgrades" we neither wa...

Guest almost 2 years ago in IRIS KashFlow Connect / Reporting 0 New

3 VOTE

Data Import - Import CSV Files using Kashflow Connect credentials

We are unable to import data (CSV's) via the Settings > Import Data function using our Kashflow Connect credentials, we are required to obtain and enter our client's Kashflow username and password. It would be good for accountants to have the s...

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

3 VOTE

P&L nominal activity

There should be an option where you can just run either all profit and loss nominal codes or balance sheet codes. But you have to tick through all nominal codes manually to do this.

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

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