IRIS KashFlow Connect

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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

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

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 almost 2 years ago in IRIS KashFlow Connect / Other 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

2 VOTE

Payment Terms - supplier terms

Many suppliers specify "end of month following invoice date" - we can only chose X days after end of month - not all months are the same length so half the time the suggested date is wrong! It cannot be that difficult to have the above as an option.

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

2 VOTE

Autofill in invoice descriptions

It would be useful if like SAGE the system could remember text entered and offer as a suggestion when typing the same description repeatedly (but not consecutively)

Guest about 4 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 about 6 years ago in IRIS KashFlow Connect / Settings 0 New

2 VOTE

Disable Quick Expenses

Most of our clients that use the Quick Expense option instead of raising purchases end up posting the expense incorrectly, either to the wrong account, or the figures/VAT is wrong. Unlike purchases, these can't be amended once posted, only deleted...

Guest over 4 years ago in IRIS KashFlow Connect 0 New

3 VOTE

Import Chart of Accounts

You have added in the ability to "Export" a chart of accounts from KashFlow Connect. What would be ideal if you also add the ability to "Import" chart of accounts. I have a 500 line COA I want to set as a default for all my customers and I have to...

Guest over 6 years ago in IRIS KashFlow Connect / Settings 1 Acknowledged

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