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IRIS KashFlow Connect

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MTD VAT Ability to file as agent through connect or by Client themselves

We have been told that if the client signs up for MTD under their HMRC login we are then not able to submit vat returns on their behalf when logging into their software through connect. The other cloud software available does not seem to have this...
Nikki Drake over 5 years ago in IRIS KashFlow Connect 4 Acknowledged

Ability to change headings on a Statement

It would be useful to be able to change the heading on a statement as the invoice number is shown under a # symbol. It would be nice to have the option of changing the heading to' Invoice Number'
Guest over 5 years ago in IRIS KashFlow Connect / Settings 0 Acknowledged

More flexible reporting options

My client has requested a report to show purchases recorded which have not yet been assigned to a project. When reviewing a VAT return done by a junior colleague, I have been unable to run a report which shows the VAT code used.
Mia Brydon over 5 years ago in IRIS KashFlow Connect / Reporting 0 Acknowledged

Two-factor Authentication for user logins

As a company our policy is to always have two-factor authentication activated on our software products and to recommend to all our clients that they also do the same. All other packages we use do have this functionality e.g. xero, quickbooks &...
Guest over 5 years ago in IRIS KashFlow Connect 0 Acknowledged

Please sort out functions

Why is Kashflow dicking around making the program look pretty, do you realise how pissed off that makes users. Please get all the outstanding basic functions we want sorted first before you worry about the "user experience" The user experience is ...
Guest almost 3 years ago in IRIS KashFlow Connect / Other 0 New

Choose which boxes are amended on VAT return when using the VAT journal

The VAT adjustment journals have been set up in such a way that you cannot amend box 6 / 7 without amending the actual VAT figures. it also seems odd that only the side (debit / credit) which the VAT code is on will be amended on the return. I hav...
Rhiannon Metalle almost 6 years ago in IRIS KashFlow Connect / Other 0 Acknowledged

Have the option to change due date with invoice date

When creating an invoice, if the invoice date is later changed, it would be helpful to have an option so that the due date automatically changes with it to reflect the payment terms. e.g. if an invoice was dated 01/01/2022 and the payment terms we...
Guest about 3 years ago in IRIS KashFlow Connect / Settings 0 New

Create document processing status at dashboard-level (IRIS Snap Portal)

Scenario: When an accountant sends pdf documents (Say a pdf doc had 100 pages) for digitization, team processes them in batches. Pages requiring clarification are kept separately (unprocessed) for discussion with the accountant. As-Is: Currently a...
Guest about 6 years ago in IRIS KashFlow Connect / IRIS Snap 0 Acknowledged

Internal email communications with clients

I think it would be good if you could email clients directly within the software to avoid going to third party applications. Almost like having the ability to have a conversation within the platform
Guest about 6 years ago in IRIS KashFlow Connect / Clients 0

Warning if more than one person accessing the account

Would it be possible to have some sort of warning if another user is logged onto Kashflow? For example, if a client making changes whilst the accountant is logged in?
Guest about 6 years ago in IRIS KashFlow Connect 0 Acknowledged