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11 Vote

Bank - add transaction - comment field memory so you don't have to key in each transaction as many recurr

Comment field memory so you don't have to key in each transaction detail as many are recurring - in fact I'm sure it used to have the functionality....

Created 10 Jan 09:34am by Guest

IRIS KashFlow / Bank

0 Acknowledged
11 Vote

Ability to split bank payments from bank feed to partly pay multiple customer invoices

I am using the bank feed to load my bank transactions.As I am in property rental some of my tenants rent is paid by Housing Benefit every 4 weeks. If I invoice for £100 per week every week and HB only pay £360 to cover 4 weeks rent at £90 per week...

Created 10 Jan 09:19am by Guest

IRIS KashFlow / Bank

2 Acknowledged
2 Vote

Ability to sort matching rules alphabetically

Ability to sort matching rules alphabetically

Created 3 Aug 10:36am by Guest

IRIS KashFlow / Bank

0 New
1 Vote

Kashflow Open Banking Natwest Payit Integration

Action; Integrate "Payit" (the open banking / natwest facility) into Kashflow. This will give Kashflow an active advantage over most of your competitors and improve the functionality and service you provide to your users.

Created 6 Feb 06:23pm by George Ross

IRIS KashFlow / Bank

0 New
2 Vote

When creating a new rule within the Bank Feed area, allow a Project to be added to a Purchases Invoice and Expense

Currently when I add a new rule to the Bank Feed to add a purchase invoice to a supplier record or an expense, there is no facility to add a Project to it. I then have to go into each purchase invoice that has been created by the rule and manually...

Created 6 Jul 03:11pm by Michelle Bennett

IRIS KashFlow / Bank

0 New
3 Vote

Strip pasted figures of commas

If I copy a figure from my bank, or a digital invoice, it often has commas in it. When I paste "3,892.94" into a transaction, eg transfers between accounts, you get an error message. Can't you get the input to strip the figure of commas? Keep the ...

Created 27 Nov 05:30pm by Gavin

IRIS KashFlow / Bank

0 New
2 Vote

Display last reconcile date on list of bank accounts

It would be useful to be able to see when a bank account was last reconciled without having to click as if you're going to reconcile it, so just including the 'reconciled up-to' date on https://app.kashflow.com/#bankaccounts would make it more obv...

Created 16 Jun 09:41am by Paul Smith

IRIS KashFlow / Bank

0 New
1 Vote

Anna Money bank feed

Anna Money (https://anna.money/) is missing as a bank feed, this would be very helpful for customers who use Anna as their bank.

Created 6 Jan 11:56am by Guest

IRIS KashFlow / Bank

0 New
3 Vote

Bank Reconciliation - Current Dates/Months on First Page

Can you switch the bank reconciliation date order to show the current months on the main page? Painful to have to look at old reconciliations first.

Created 14 Oct 11:47am by L Barker

IRIS KashFlow / Bank

0 New
1 Vote

Ulster Bank Business UK bank feed

All other Ulster Bank accounts (UK and ROI) are included in the bank feeds - business would surely benefit from being included in this

Created 4 Jan 11:31am by Guest

IRIS KashFlow / Bank

0 New