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SUBMIT IDEA

IRIS KashFlow Connect

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Profit and Loss Account does not fit on A4 paper

When you print Expenses there are about three missing off the bottom
Janet Whitton over 5 years ago in IRIS KashFlow Connect / Reporting 0 New

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 5 years ago in IRIS KashFlow Connect / Settings 0 New

Comparative analysis

I am tired of using Kashflow and exporeting files to Excel to compare financial perfrmance of my clients business. Even Free accounting softwares provide this functionality. An Acountant shoukld be abl to click and compare figures for any periods ...
Guest over 5 years ago in IRIS KashFlow Connect / Reporting 0 New

Bank Reconciliation - Move Top Bar

Where the bank reconciliation currently shows the details at the top of the page and this is static. I think that this should be something that is on the side of the page and you can view as you are reconciling the bank. This is because, when I ha...
Guest over 5 years ago in IRIS KashFlow Connect 1 New

sales invoice number sequence

I have a number of clients who start a new sales invoice sequence each year (ie go back to number 1 again) as I'm sure many other accountants do. It is a real pain to have to update manually for each invoice
Guest over 5 years ago in IRIS KashFlow Connect / Clients 0 New

Allow all clients to be assigned to a new member or staff

Currently we have to individually tick each client we want to assign to a staff member which is laborious process when there are many clients. A drop box showing all clients with a "select all" would be ideal.
David Lushington over 5 years ago in IRIS KashFlow Connect / Your Account 0 New

Seperate delivery address section when using the app.

Can we have a Seperate delivery address section when using the app please?
Guest over 5 years ago in IRIS KashFlow Connect / Clients 0 New

It would be useful to be able to use the same invoice number for purchase invoices and also be able to use letters too.

No description provided
Guest over 5 years ago in IRIS KashFlow Connect 0 New

Supplier input options

When you are in the Supplier tab and click on 'Create Purchase' the supplier box always defaults to the first supplier in alphabetical order on the list of suppliers. Can this be disabled so that when you create a new purchase invoice the 'Supplie...
Guest over 5 years ago in IRIS KashFlow Connect / Other 0 New

Reinstate ability to change client's password

We are no longer able to change a client's password but can still access the client's records when the client themselves are locked out. We need the ability to unlock a client and change their passwords if they are locked out as we are our client'...
Elaine Milne almost 6 years ago in IRIS KashFlow Connect 0 New