Settings

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Supplier Reference Field on Quick Purchase invoice creation

It would be very useful if there would be an option to add the extra field when creating purchase invoice via 'quick purchase invoice'. This would save so much time going back to the invoice to edit it. having this feature is missing a point then....

Guest 6 months ago in IRIS KashFlow Connect / Settings 0 New

3 VOTE

Amending VAT locked invoices

I understand dates and amounts need to be locked after a VAT return has been created, but it would be very useful to be able to add a comment line, so that if an invoice has to be cancelled and re-input to correct an error an explanation can be pl...

Guest about 2 years ago in IRIS KashFlow Connect / Settings 1 New

7 VOTE

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 almost 6 years ago in IRIS KashFlow Connect / Settings 1 New

5 VOTE

Password reset

Give accountants back the power to reset clients passwords and memorable words, as since the removal of this feature more time is taken to explain the lost password feature to clients. After all we are selling YOUR product and are the first poi...

Guest almost 5 years ago in IRIS KashFlow Connect / Settings 1 New

4 VOTE

VAT home page

The new MTD home page is a pain in the arse to be frank. Why not list all returns on one page. It is driving me mad at the moment because am doing December 2019 returns and the view defaults to a blank 2020 page, so I have to change to 2019 then...

Guest almost 5 years ago in IRIS KashFlow Connect / Settings 0 New

3 VOTE

Bank transactions - default VAT settings

When importing bank feeds and I need to create a transaction, VAT is defaulted to 20%, when this is wages, drawings, tax payments etc why cannot the VAT code be set as a default for posting to those accounts? It is a pain having to do this manuall...

Guest about 4 years ago in IRIS KashFlow Connect / Settings 1 New

3 VOTE

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 4 years ago in IRIS KashFlow Connect / Settings 0 New

3 VOTE

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

2 VOTE

Payment Terms - supplier terms

Many suppliers specify "end of month following invoice date" - we can only chose X days after end of month - not all months are the same length so half the time the suggested date is wrong! It cannot be that difficult to have the above as an option.

Guest almost 4 years ago in IRIS KashFlow Connect / Settings 0 New

3 VOTE

When default payment terms are changed in customer settings have an option to allow it to update all customers default terms as well.

When the default payment terms are changed in 'company details' have an option for it to update all existing customers default terms. This will save time as you will not need to click in to each individual customer to edit their terms. When creati...

Guest about 6 years ago in IRIS KashFlow Connect / Settings 0 New

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