I manually import bank statements onto kashflow and sometimes I am unsure what to match the transaction with so I move it to ignored feeds just temporarily.
When I was getting used to the software Uploaded statements without matching them and jus...
Allow a batch payment to attach to more than 100 purchases.
A batch payment only allows you to attach 100 purchases. this is not enough and so then you have to leave the balance uncleared and manually enter each one. really not ideal. how long would this take to resolve?
Do you think it would be easier to trace a payment for a supplier if the bank register showed the companies name the payment has been made to rather than the suppliers code
Part paid invoices not appearing when matching bank transactions to invoices
When an invoice is part paid, say £100 paid cash but their is still £50 outstanding, if this £50 is then paid through the bank when you go in to match it to the bank transaction the invoice doesn't appear.
There is no option to add a comment when matching transactions from bank feeds into Kashflow. So if the bank payment reference is just a cheque number, then this is all that will show once the transaction is matched into Kashflow bank.
Bank Import - Match against Partially Paid Invoices
I had a problem when I made one payment from my bank account against two invoices - one invoice was already partially paid. Whe match routine ONLY shows the total amount of each invoice you can assign the payments to - so you need to know how much...
When you import data from a bank feed, you can assign each transaction to existing invoices and purchases. However, for some reason, when you use the Kashflow PayPal import, there is not this option and you can only create new invoices / purchases...
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