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My Ideas: Bank

Showing 214 of 3292

To reverse the view of reconciliations

When we reconcile - after clicking on 'Reconcile' the page displays all the previous reconciliations. The oldest ones being displayed on the top page. I think it would be much more useful to have the latest on Page 1. Could the order be reversed?
Guest over 6 years ago in IRIS KashFlow / Bank 0 Acknowledged

Lock out banks

We use multiple banks in Kashflow and need to hide some of them from some of the staff.
Gary BATTEN over 6 years ago in IRIS KashFlow / Bank 0 Acknowledged

Being able to print off an unreconciled bank transactions report at the end of each month.

No description provided
Guest over 6 years ago in IRIS KashFlow / Bank 2 Already exists

Filter on Transaction Report

When assigning transactions to either invoices or purchases using a transaction report, it would be extremely useful to filter on the "Code" so that you do not have to scroll through the report to find e.g. every entry with the "Code" of "Subcontr...
Guest over 6 years ago in IRIS KashFlow / Bank 0 Acknowledged

Add "if any" or "if all" option for Matching Rules

When creating rules, you can only have one text item. So for each supermarket, i have to create a new rule. One for Asda, Sainsburys, Tesco etc. In the "search for" field, it would be good to have an option for "any of these" and be able to list...
Gavin over 6 years ago in IRIS KashFlow / Bank 0 Acknowledged

Please can we be able to Download the Unreconciled Bank Items to csv

This would be great for management accounts as currently I have to manually enter this all into our accounts on excel
Guest over 6 years ago in IRIS KashFlow / Bank 0 Acknowledged

Improve bank reconciliation

Please would you, either add a tick box and annotation for marking the current bank account area, that could be easily toggled on and off, or improve the bank reconciliation area to give it all the features the bank view has. Interchangeable in/ou...
CEO over 6 years ago in IRIS KashFlow / Bank 0 Acknowledged

Match/unmatch payments without having to unlock bank accounts.

When bank accounts are locked, this also makes it impossible to unmatch and match payments from before the lock date. Reallocating and assigning credit balances on account currently requires me to unlock and lock the bank accounts again.
Guest over 6 years ago in IRIS KashFlow / Bank 0 Acknowledged

Bank settings start date only available on first bank account

Within the bank settings in Kashflow, only the first bank account has a start date and others don’t have this option.
Heulwen Thomas over 6 years ago in IRIS KashFlow / Bank 0 Acknowledged

On the bank transactions view, indicate which transaction have been cleared/reconciled

This would allow users to see what's been cleared in kashflow by the online bank import at a glance. Very useful when you are trying to identify recurring entries which perhaps have not yet appeared in the bank import or they are not of the same v...
Guest over 6 years ago in IRIS KashFlow / Bank 0 Acknowledged