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My Ideas: Bank

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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

I would like to be able to allocate different payments (on account) and invoices through the 'new batch payment', meaning that it would also show unallocated payments and not just invoices. Both creditors and debtors.

One could allocate one payment done for different invoices after having posted it on accounts (something invoices are received after). As else I would have to delete the payment and re-post it but this is not possible when the reconciliation would...
Guest over 6 years ago in IRIS KashFlow / Bank 0 Already exists

Report of unpresented cheques and deposits of a bank reconciliation.

A report that tells you the unpresented cheques and deposits after a bank reconciliation.
Guest almost 7 years ago in IRIS KashFlow / Bank 0 Acknowledged

Alphabetical order when you do a bank reconciliation

I have payments that I receive on the first of the month and I feel it would make reconciliation easier if you could sort the items by Amount, Type, Payee or Comment.
Deb Shaw almost 7 years ago in IRIS KashFlow / Bank 0 Acknowledged

Automate process of association of transaction to existing invoice or repeat invoice

Having recently signed up to Kashflow, I am gobsmacked that this is not an inherent feature. Simply looking for the ability within matching rules to associate a transaction to an invoice/repeat invoice, without having to manually do each time. So ...
Guest almost 7 years ago in IRIS KashFlow / Bank 1

Update the Co-Operative Bank URL

Please can the URL for The Co-Operative Bank feed can be updated from the existing URL on KashFlow [http://www.co-operativebank.co.uk/], clicking on which currently gives rise to a 'The site id is not found' error message. To the URL for The Co-op...
Chris D almost 7 years ago in IRIS KashFlow / Bank 0 Acknowledged

Use the Supplier defaults when matching transations from imported bank account

When you are matching a transaction which you've imported from a Bank account and you choose to "Create" a new transaction, you get a screen to choose the supplier etc to log a new expense. However, when you choose a supplier, the purchase code a...
Gavin almost 7 years ago in IRIS KashFlow / Bank 2 Acknowledged

Reassign bank codes for multiple transactions at once

If you want to reassign the bank codes of multiple transactions, you have to click in to each transaction and change the code one at a time. It would be useful to be able to select multiple transactions and change their bank codes from one screen.
Guest almost 7 years ago in IRIS KashFlow / Bank 0 Acknowledged

Moving transactions up or down in bank accounts

At times during a single day several events affecting the same bank account may happen, for instance sales invoices, purchases and bank transfers (such as withdrawals from Paypal to corporate account). Very often I have noticed that the transactio...
Guest almost 7 years ago in IRIS KashFlow / Bank 1 Acknowledged

Create transfers between bank accounts by using a csv.

Rather than using the "transfer money" button, a csv could be uploaded with multiple lines of transfers to make between two accounts that would be done in one go. In our case, we would use this to automatically record all the daily transfers from ...
Guest almost 7 years ago in IRIS KashFlow / Bank 0 Acknowledged