IRIS KashFlow Connect

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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

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

3 VOTE

The manangement reports in IRIS Insight are only monthly can we have the option to run this on a quartley basis inline with the Cashfloe forecast

Client has requested this and when reviewing this each moth ia a seperate report

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

3 VOTE

Globally change the ticked boxes on purchase codes and sales codes - EC sales and purchases and remove them as a default

Currently the sales and purchase codes automatically have ticked the (Include in box 8 and on EC Sales List) and for purchases (include as EC Purchases of products). Obviously some sales codes are services and not goods and even more so for purcha...

Guest over 5 years ago in IRIS KashFlow Connect 1 New

3 VOTE

VAT Report buttons

It is very easy to inadvertently file a VAT return when trying to view the detail or summary, can the view buttons not be located further away from the submit one, you have to view prior to submission but te slightest twitch as you click could lea...

Guest over 5 years ago in IRIS KashFlow Connect / Reporting 0 Acknowledged

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

A notification if an email sent to a customer bounces back

Currently KF does log when an invoice is sent to a customer and to what email address. A couple of clients are not comfortable with the fact that if an email bounces back due to a mailbox being full or an incorrect email address is used there is n...

Tim Shave almost 6 years ago in IRIS KashFlow Connect / Clients 3 New

1 VOTE

Matching bank feed entries en-block

In the bank reconciliation you can tick the box at the top of the column and tick all items in one go. It would be useful when matching bank items if one filtered to a customer/supplier you can do this too on you have selected 10, 20, 50or 100 ite...

Guest about 2 years ago in IRIS KashFlow Connect / Other 0 New

3 VOTE

When default payment terms are changed in customer settings have an option to allow it to update all customers default terms as well.

When the default payment terms are changed in 'company details' have an option for it to update all existing customers default terms. This will save time as you will not need to click in to each individual customer to edit their terms. When creati...

Guest over 6 years ago in IRIS KashFlow Connect / Settings 0 New

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