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7 Vote

Insert missing months in bank recs

We noticed that a month was missing in 2014 as it had been deleted in error (not sure why). We had to delete all the years from 2019 back to 2014 and reconstitute the reconciliations despite all the remaining months being completed and reconciled....

Created 31 Jan 12:39pm by Guest

IRIS KashFlow / Bank

0 Planned
5 Vote

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 R...

Created 7 Feb 07:36am by G B

IRIS KashFlow / Bank

0 New
1 Vote

Add details to a transaction created via bank feeds

It would be useful to be able to add details when creating a transaction via bank feeds. At the moment it only imports the bank transaction payee (e.g. amazon).

Created 25 May 08:16am by Nikki Drake

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
7 Vote

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...

Created 10 Dec 01:46pm by Guest

IRIS KashFlow / Bank

1 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
8 Vote

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...

Created 10 Jan 09:22am by Guest

IRIS KashFlow / Bank

2 Planned
8 Vote

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...

Created 10 Jan 09:21am by Guest

IRIS KashFlow / Bank

4 Acknowledged
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
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