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My Ideas: Bank

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Matching Rules to have cost centre function

We would like the ability to add the cost centre into the matching rules, we have dozens of electricity payments coming out of the bank and they are all for different meters/cost centres so it would be great to have this function as a option
Guest about 3 years ago in IRIS KashFlow / Bank 0 New

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 over 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 over 8 years ago in IRIS KashFlow / Bank 4 Acknowledged

Enable multiple banks for bank feed

Currently only 1 bank account per bank can be linked using the Open Banking bank feed. This is highly inefficient when a client has 2 (or more) bank accounts with the same Bank (in my case - Lloyds) and regularly uses both. It would save having to...
Guest over 4 years ago in IRIS KashFlow / Bank 2 New

Bank details

There is very little bank details that can be stored as standing data within Kashflow, as a minimum we need to be able to put account number and sort-code. Additional information should really be SWIFT code and IBAN number, overdraft limit and ren...
Guest over 7 years ago in IRIS KashFlow / Bank 1 Acknowledged

Prepare a proper Bank Reconciliation report

I would rather have a traditional bank reconciliation report where it lists the unreconciled receipts and payments. You have copied the Sage "Statement Report" method and its pointless. Example: Balance per Bank Statement Add: Unreconciled Recei...
G B over 5 years ago in IRIS KashFlow / Bank 0 New

Add Virgin Money Icon

Bank accounts. Kashflow, please add a bank icon for Virgin Money. There is already an icon for VM when adding bank feeds but not for the KF bank under Home> Financials. Thank you!
NKB about 1 year ago in IRIS KashFlow / Bank 0 New

Implement Open Banking with Co-operative Bank

The Co-operative bank are implementing open access banking. Competing software packages already offer open banking with the Co-operative bank. Register with the Co-op bank so KashFlow can be included. Site link is https://www.co-operativebank.co.u...
Guest over 3 years ago in IRIS KashFlow / Bank 1 Already exists

Add Open Banking connectivity for Mettle bank

Mettle is a subsidiary of NatWest bank that focuses on providing digital banking needs for sole traders and small businesses. They currently have over 130k customers, but KashFlow hasn't signed up with Mettle as a TPP (Third Party Provider) so Met...
Guest about 1 year ago in IRIS KashFlow / Bank 0 New

Bank Feed - one payment to different invoices

Why are you not able to allocate one payment on the bank feed to three seperate invoices? This would make life a lot easier.
Guest over 2 years ago in IRIS KashFlow / Bank 1 New