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Prevent inadvertent modification of locked transactions during automatic reconciliation

Prevent inadvertent modification of locked transactions during automatic reconciliation.When using bank feeds to automatically reconcile your bank account, if there are transactions it cant automatically match, it gives a list of possible transact...
Guest over 8 years ago in IRIS KashFlow / Bank 0 Acknowledged

Go Cardless Feed

This would be handy so we could download transactions into Kashflow rather than upload csv files manually.
Guest over 8 years ago in IRIS KashFlow / Bank 1 Already exists

a static box at the top of a bank rec screen that shows the reconciled balance as you tick through the items!

No description provided
Guest over 8 years ago in IRIS KashFlow / Bank 1 Acknowledged

1. When assigning a bank receipt could we part assign and then go back to it later to assign any balance.

1. When assigning a bank receipt could we part assign and then go back to it later to assign any balance.
Guest over 8 years ago in IRIS KashFlow / Bank 0 Acknowledged

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 over 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 over 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 over 8 years ago in IRIS KashFlow / Bank 0 Already exists

repeat transactions for regular transfers between bank acccounts

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