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My Ideas: Bank

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On the bank page, when adding a new transaction - an option to change the 'money in' setting to 'money out' as the default?

This for when you are entering a list of payments thereby needing to click on 'money out'. This would save some time!
Guest about 8 years ago in IRIS KashFlow / Bank 0 Acknowledged

A drag-and-drop utility on the Bank page

drag-and-drop utility on the Bank page within KashFlow to aid reconciliation
Guest about 8 years ago in IRIS KashFlow / Bank 0 Acknowledged

Ability to move bank accounts Order on Screen

I want to be able to view the most relevant bank accounts on one screen without having to scroll down. If you add a up down button to move the order they appear the less used ones can be moved further down the screen.
Guest about 8 years ago in IRIS KashFlow / Bank 0 Acknowledged

Allow matching of debit transactions against credit notes from the bank account to avoid a cumbersome manual process

The current bank account interface only shows Invoices or purchases and Credits therefore have to be reentered from the Credit Note Refund option; it is not even possible to match debits against the credit note.
Guest about 8 years ago in IRIS KashFlow / Bank 0 Acknowledged

Apply to matching rule to CSV files

You should be apply to apply to matching rule to imported CSV files. I have imported bank transactions in the form of a CSV file, however the matching rule to a nominal code, can't be applied? Difficult to understand considering the matching rule ...
Guest about 8 years ago in IRIS KashFlow / Bank 0 Already exists

Add attachment icon column on the bank transaction page.

Would be good to have the attachment icon column on the bank transactions page. This would allow us to see at a glance that a receipt has been uploaded for an outgoing payment when reconciling.
Guest about 8 years ago in IRIS KashFlow / Bank 1 Acknowledged

repeat transactions for regular transfers between bank acccounts

repeat transactions for regular transfers between bank acccounts
Guest about 8 years ago in IRIS KashFlow / Bank 0 Acknowledged

Allow changing the accountancy code assigned to bank feeds

Please allow an accountancy code allocated to a transaction following a bank-feed to be viewed in a separate window and changed if necessary. At the moment if an accountancy code is wrongly allocated, the transaction can only be deleted and manual...
Guest about 8 years ago in IRIS KashFlow / Bank 0 Acknowledged

Split entry facility in bank accounts

I want to be able to make one entry (say in my Credit card account) which has more than one category of item purchased within the same reciept. I might have a receipt which has two items on it that break down into two categories, perhaps Purchasin...
Guest about 8 years ago in IRIS KashFlow / Bank 2 Planned

Change the description of a bank transaction via the feeds

I think it would be great if you can modify the description of an imported bank transaction via the bank feed to reflect more usefull info. Some entries on the bank statement does not really make sense if you review them during an audit a couple o...
Guest about 8 years ago in IRIS KashFlow / Bank 4 Acknowledged