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Warning before a journal is deleted

We have, on many occasions prepared journals for clients (adjustments) only to then click save and the whole thing be deleted due to some being processed after the bank lock date. Would it be possible to have a warning appear, or save the journal ...
Guest almost 5 years ago in IRIS KashFlow / Bank 0 New

Bank Reconcilliation download to excel spreadhseet

download unreconciled items to a spreadsheet as you can download bank statement to a CSV file to tick of side by side
karen friend almost 5 years ago in IRIS KashFlow / Bank 0 New

VAT box on Matching screen should state 'VAT Amount'

When matching a transaction on the bank import screen, the box below the VAT rate is blank when 0% is selected. This box either needs to state VAT Amount or not allow the client to enter a figure in this box when 0% VAT rate has been selected. We ...
Heulwen Thomas almost 5 years ago in IRIS KashFlow / Bank 0 New

Bank Feed

Could the display previous transactions default to already matched transactions
Guest almost 5 years ago in IRIS KashFlow / Bank 0 New

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 Recei...
G B almost 5 years ago in IRIS KashFlow / Bank 0 New

Vat rate on the bank transactions

When you create a transaction on the bank feed and select the nominal like wages or paye/ni payment etc would be ideal to see the vat amount or rate after this has been matched in order to double check your work. I find annoying that if I want to ...
Guest about 5 years ago in IRIS KashFlow / Bank 0 New

Security question before leaving the matched bank feed

Would be great if a pop up question like "Are you sure you want to live this page?" would come up on the bank feed matching tab, as it's very easy to leave the page without saving your work on the bank feed tab. I clicked on supplier or searched i...
Guest about 5 years ago in IRIS KashFlow / Bank 0 New

Sort out the Bank Import

Please sort out the bank import - use your contractual relationship with the developers to get this resolved. Every couple of days (or even less) I have to re-authorise the link to my bank account (Santander) - even though the Consent management p...
Rich Mellor about 5 years ago in IRIS KashFlow / Bank 3 New

Bank reconcilitions - no balance at the bottom

When completing the bank reconciliation, it does not tell you the "kashflow closing balance" and "statement closing balance", this was a helpful feature for working out where the difference is
Guest about 5 years ago in IRIS KashFlow / Bank 0 New

We wish to match several transactions to one nominal code so we don't have to match many transactions individually?

In the matching (Import) screen, we wish to match several transactions to one nominal code so we don't have to match many transactions individually?
Guest about 5 years ago in IRIS KashFlow / Bank 0 Acknowledged