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1 Vote

Security question before leaving the matched bank feed

Would be great if a pop up question like "Are you sure you want to live this page?" would come up on the bank feed matching tab, as it's very easy to leave the page without saving your work on the bank feed tab. I clicked on supplier or searched i...

Created 13 Jan 03:39pm by Guest

IRIS KashFlow / Bank

0 New
1 Vote

Bank reconcilitions - no balance at the bottom

When completing the bank reconciliation, it does not tell you the "kashflow closing balance" and "statement closing balance", this was a helpful feature for working out where the difference is

Created 5 Dec 03:03pm by Guest

IRIS KashFlow / Bank

0 New
1 Vote

Unable to activate csv uploads

When trying to activate CSV bank feeds a message appears at the top of the screen "primary contat email is blank or null" . Having checked the primary contact details and seeing it does have a valid email I contacted support on line. They just wan...

Created 7 Oct 10:10am by Guest

IRIS KashFlow / Bank

2 Acknowledged
1 Vote

Create an Expense with two line items

To account for expenses that have zero and standard VAT rates, it would be easier to create an expense with two line items. This is possible when creating a purchase, but not an expense. This will allow expenses to be matched directly to the bank ...

Created 6 Sep 05:38pm by Guest

IRIS KashFlow / Bank

0 Acknowledged
1 Vote

The list of bank codes on the new layout is very brief, forcing one to scroll through or start typing the code.

The longer list was much easier to navigate.

Created 30 Jul 11:15am by Guest

IRIS KashFlow / Bank

0 Acknowledged
1 Vote

The new layout does not suggest a list of previously entered customers when you begin typing, as the old one did.

This was extremely useful, saving a lot of repeat typing.

Created 30 Jul 11:12am by Guest

IRIS KashFlow / Bank

0 Acknowledged
1 Vote

Copy Matching Rules from one account to another.

... er that's it, simple as that. I recently changed bank account, and was 'rather disappointed' to find I have to re-enter all the matching rules - about 50 of them - into the new account.

Created 3 Jul 08:29am by Guest

IRIS KashFlow / Bank

0 Acknowledged
1 Vote

euro payments

I have a euro mandate with gocardless, and can create a euro invoice in Kashflow, but when I go to take payment it converts it to GBP and won't work. Can you please add this functionality to link the two together.

Created 26 Jun 02:04pm by Doug Andrews

IRIS KashFlow / Bank

0 Acknowledged
1 Vote

bank feed > create function to allow use of the SUB CATEGORY of N/C

There is no provision to allow, the creation of a purchase and use the Sub Category.

Created 17 May 09:20am by Guest

IRIS KashFlow / Bank

0 Acknowledged
1 Vote

Enable allocation of a single posting code and same transaction details (VAT etc) to multiple bank transactions at the same time after the bank transactions have been imported and then a filter has been applied to the imported transactions transactions.

This would be useful as filtered bank transactions are often posted to the same place with the same details (VAT etc). I would like a way to select all of the imported filtered bank transactions and then give them all the same posting details. I h...

Created 16 May 10:02am by Guest

IRIS KashFlow / Bank

0 Acknowledged