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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

Create a section on Canvass specifically for bug reports - with higher priority than 'ideas'

We all know bugs exist, but posting them as 'an idea' on canvass, then waiting a month for them to even get looked at is appalling customer service. If I report them through the Help system, I get passed through various people each wanting access ...
Rich Mellor about 7 years ago in IRIS KashFlow / Uncategorised 1 Will not implement

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

The ability to delete/amend New Journal Templates

The Journal Template feature is really useful, but once you have a few setup, you soon realise they are difficult to choose from, often because the naming convention wasn't thought through first by the user... If we could be given the option to am...
Guest about 7 years ago in IRIS KashFlow / Uncategorised 3 Acknowledged

Changing/Copy Customisation in New Themes

When adding a new theme and selecting a template, the new theme created doesn't have the same options as the template. For example in the “basics” tab, the title position and font size is missing. It appears in the newly created theme, the title i...
Guest almost 2 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

Add Setting to hide everything related to SA103 Self assessment

As a limited company, SA103 is not relevane and It is very frustrating to have the Disallowed column popping up all over the place when it is completely irrelevant.
Paul Jansen almost 2 years ago in IRIS KashFlow / Other 0 New

Comparison P&L Report

a P&L report that compares current year with previous years
Guest over 3 years ago in IRIS KashFlow / Reports 0 New

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

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

Add a new line on an invoice without using the mouse!

I would like to be able to move to the next field using only my keyboard in an invoice, so far I can do this by using 'tab' when I'm in a line but I then have to use the mouse to get the next line. This adds extra time to adding an order. In the o...
Guest about 7 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged