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My Ideas: Bank

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Improvements to Reconciliation Page

Totals of In & Out Columns. Ability to Switch display of In & Out columns as you can when viewing Statements. Ability to collapse or hide ticked items to allow focus on unticked items.
Anonymous almost 4 years ago in IRIS KashFlow / Bank 0 New

It would be good to be able to put banks on dashboard in a specific order of choice.

No description provided
Guest about 4 years ago in IRIS KashFlow / Bank 0 New

Metro Bank Feeds

Please can you add feeds for Metro Bank. This is the 21st century, the UK permits rapid account switching, we need these bank feeds for our accounting software. Or should we go to elsewhere to a package that does support it?
Rob Compton over 4 years ago in IRIS KashFlow / Bank 1 Acknowledged

Matching rules maximum limit

Frustrating that there is a limit for how many bank matching rules you can have.
Guest over 4 years ago in IRIS KashFlow / Bank 0 New

Ability to sort matching rules alphabetically

Ability to sort matching rules alphabetically
Guest over 4 years ago in IRIS KashFlow / Bank 0 New

When creating a new rule within the Bank Feed provide more criteria for transaction selection

Currently when creating a new rule in the Bank Feed area, I can only search for transactions by text. I would like to be able to search for transactions to create a rule using other criteria such as the Amount of the transactions being equal to or...
Michelle Bennett over 4 years ago in IRIS KashFlow / Bank 0 New

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...
Michelle Bennett over 4 years ago in IRIS KashFlow / Bank 0 New

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.
Dominic Pascal over 4 years ago in IRIS KashFlow / Bank 0 New

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...
Paul Smith over 4 years ago in IRIS KashFlow / Bank 0 New

Banking feed for co-operative bank business accounts

Banking feed for co-operative bank business accounts
Andy over 4 years ago in IRIS KashFlow / Bank 0 New