IRIS KashFlow Connect

Showing 128

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 over 6 years ago in IRIS KashFlow Connect / IRIS Snap 0 Acknowledged

2 VOTE

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 over 6 years ago in IRIS KashFlow Connect / Clients 0

2 VOTE

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 over 6 years ago in IRIS KashFlow Connect 0 Acknowledged

1 VOTE

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 over 3 years ago in IRIS KashFlow Connect / Settings 0 New

2 VOTE

Support third party software integration

I was trying to connect Auto Entry app to Kashflow only to be told Kashflow doesn't support it. Please can something be done.

Guest over 6 years ago in IRIS KashFlow Connect / Other 1 Future Consideration

2 VOTE

facility to record communication on credit control

This facility will allow us to keep track on when we have spoken to clients and what has been discussed during the conversation.

Guest about 7 years ago in IRIS KashFlow Connect / Clients 2 Already exists

2 VOTE

Trial Balance Not Balancing

As an accountant, we have had a couple of clients that have managed to post sales/purchase invoices to a bank code which has somehow caused the trial balance to not balance. I don't claim to be the smartest person, but surely if the software is do...

Guest about 7 years ago in IRIS KashFlow Connect / Your Account 0 Will not implement

1 VOTE

A report of all the sales that have the VAT reverse charge on

Please can we have report that has all the invoices that have VAT reverse charge applied to them.

Guest over 3 years ago in IRIS KashFlow Connect / Reporting 0 Acknowledged

1 VOTE

your system needs to recognise when a duplicated purchase order number has been inputted

everyone would benefit

Guest over 3 years ago in IRIS KashFlow Connect / Clients 0 New

2 VOTE

Provide different access levels for users within the agent's staff

We need a multi-tier access level because not all of our staff have the same levels of competency. Some have particular functions, such as invoicing for clients and doing credit control on behalf of the client, however they don't need to view or m...

Guest about 7 years ago in IRIS KashFlow Connect / Settings 3

Please enter your email address

KashFlow Ideas

FILTER BY CATEGORY