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My Ideas: Bank

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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.
Guest over 3 years ago in IRIS KashFlow / Bank 0 New

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
Guest over 3 years ago in IRIS KashFlow / Bank 0 New

Import all bank account transactions from a statement without matching them to any invoices, purchases or transactions.

I think it would be fantastic to import everything from the statement and then match things later.
Claudiu C. over 3 years ago in IRIS KashFlow / Bank 1 New

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

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

Matching rules maximum limit

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

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

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.
George Ross over 4 years ago in IRIS KashFlow / Bank 0 New