Help us improve

1 Vote

List bank rules in order of last used

Some bank rules pages can become quite large. To speed up the page it would be helpful to know which rules are no longer being used so that they can be deleted.

Created 6 Jul 03:02pm by Dominic Pascal

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

Banking feed for co-operative bank business accounts

Banking feed for co-operative bank business accounts

Created 18 May 04:08pm by Andy

IRIS KashFlow / Bank

0 New
1 Vote

Move Bank Accounts to appear in the order you want to see them rather than date added.

If you have various accounts it's useful to see the ones you use the most regularly appear at the top of the page. It would be great to be able to drag and drop them so they appear in the order you want.

Created 7 May 11:48am by Guest

IRIS KashFlow / Bank

0 New
4 Vote

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...

Created 29 Mar 09:46am by Guest

IRIS KashFlow / Bank

2 New
1 Vote

Euro payments

We have a Euro bank account, so it would be helpful if Kashflow could allow the change of currency when creating a new account, as can not reconcile this account correctly. Also, although you can invoice in Euros, statements are converted into GBP...

Created 17 Dec 11:32am by Guest

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
4 Vote

I bank with Metro as I am sure many people do, please can you configure Kashflow to work with this bank to

No description provided

Created 25 Nov 06:02pm by Guest

IRIS KashFlow / Bank

0 New
2 Vote

Attach a working file to a bank transaction

We can add working files (PDFs, spreadsheets etc) to purchases, sales invoices and journals, but not apparently to bank transactions. The ability to add a one off suppliers invoice or a working paper to support a complex bank payment or receipt wo...

Created 23 Nov 07:44pm by Guest

IRIS KashFlow / Bank

1 New
1 Vote

Transaction Filter

In the transaction view (on any account) should be able to filter each of the headers... Date | Code | Comment | Business Unit | In | Out We have a vast number of transactions... a simple filter would make life so much easier and quicker.

Created 25 Oct 09:47am by George Ross

IRIS KashFlow / Bank

0 New