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IRIS KashFlow Connect

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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 almost 6 years ago in IRIS KashFlow Connect 0 Acknowledged

Export of Client Details from Kashflow Connect Client Screen

We would like the ability to Export our Kashflow Connect clients in CSV format. We have over 1500 client accounts across multiple sites. Onn the clients screen https://securedwebapp.com/Orbit/clients.asp we would like an export option We would...
Guest almost 6 years ago in IRIS KashFlow Connect / Clients 0 Acknowledged

Able to do VAT returns for Reverse VAT Charge

I have spoken with a couple of people at Kashflow regarding the Reverse VAT charge coming into effect on 01/10/2019 for clients working in construction. I have asked if the system will be updated in-line with the legislation, I appreciate it is a ...
Ella Ridd almost 6 years ago in IRIS KashFlow Connect / Other 1 Started

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 about 6 years ago in IRIS KashFlow Connect / Other 0 Acknowledged

Ability to split payment between a sales invoice and a purchase invoice

It would be useful if, when importing the bank feeds, a receipt / payment could be split between both purchases and sales. I have a client who sells grain and uses self billing - their customer sends them the bill which details the value of the gr...
Rhiannon Metalle about 6 years ago in IRIS KashFlow Connect / Other 0 Acknowledged

Calender reminder for actions such VAT returns etc

Instead of manually recording a note of the next client's VAT return/yearend etc into a Diary or similar. It would be ideal if Kashflow was able to send an email to warn you of the pending task for your client.
Guest about 6 years ago in IRIS KashFlow Connect / Clients 0 New

Option to assign transactions to a project from a bank feed

Otherwise it doubles the work time required for both the client and ourselves
Guest about 6 years ago in IRIS KashFlow Connect / Other 0 New

Company Registration Number

It would be best practice if limited company registration numbers could be added during set up and then selected to be included on sales invoices.
Guest about 6 years ago in IRIS KashFlow Connect / Settings 1 New

Make an option to mark a supplier or customer invoice in query/dispute

Everyone would benefit from this, as we are currently paying invoices that are actually in query, but there is no option to show this other than to delete the invoice.
Guest about 6 years ago in IRIS KashFlow Connect / Other 1 Acknowledged

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