Bulk change nominal code / project for imported transactions
For repetitive transactions, imported by CSV file (e.g. credit card transactions) it would save time and reduce errors if they could be selected in bulk (within the Bank > [individual account] screen) and have nominal codes assigned to them thi...
Automatic upload of Worldpay sales from Ecommerce sites
Like PayPal, it would be great if payments processed by Worldpay through Ecommerce websites automatically sent the info to Kashflow where invoices could be easily generated.
It would be beneficial to have the Bank Reconcilation Totals as a Freeze Frame Header! I input over 300 Bank transactions per month, when reconciling I have to constantly scroll back up to the top of the screen to ensure that my totals are still m...
Bank Feeds Import - Assign multiple debtors to bulk cheque transaction
Small businesses pay-in multiple cheques in one transaction. A feature should be available to assign the transaction to multiple debtor accounts when using the bank feeds import facility.
We often get our clients to mark an invoice as paid for their own debtors control purposes, however tell them not to touch the bankfeed, as we would deal with that on their behalf for VAT return preparation.
However lets say two customers have th...
For businesses who are VAT registered and so need to be in line with MTD by April '19 a bank feed is a necessity however it seems Kashflow are yet to have a bank feed operational for businesses who bank with Barclays. Can this be rectified as it s...
The currency exchange rate is set in Kashflow to 3 decimal places.
The currency exchange rate is set in Kashflow to 3 decimal places whereas in receipt bank they use 11 decimal places which causes an imbalance of money when the transferred. This is a more accurate exchange rate.
It would be great if you can attach your electronic copies of your bank statements to the Bank when you reconcile similar to Invoices and Purchase receipts.
Xero and Quickbooks have bank feeds that don't disappear if you click on another screen - The transactions remain in the software.
It really annoys me having half of my transactions matched then having to take a phonecall or running out of time...
0
Acknowledged
1
Already exists
