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4 Vote

Default VAT codes for bank transactions

So many bank transactions are Exempt or simply N/A for VAT purposes. Salaries, PAYE, Dividends/Drawings for example. It's frustrating that so many transactions require the VAT code to be changed to the N/A

Created 16 Apr 09:36am by Guest

IRIS KashFlow / Bank

0 Acknowledged
1 Vote

Add new bank to list so to link bank account to Kashflow

Hello, I have been asked by support to drop you a line to see if Fire Financial Service Ltd (our UK Bankers) can be added to the bank list so that we can link the bank account to the Kashflow. Please advise.

Created 8 Apr 01:16pm by Guest

IRIS KashFlow / Bank

0 Acknowledged
4 Vote

Allocation of refund by supplier

If using bank feeds there is a refund from a supplier you can allocate it on account on the supplier account but then when you go into the supplier account you cannot allocate it against a credit note

Created 26 Mar 12:46pm by Guest

IRIS KashFlow / Bank

0 Acknowledged
1 Vote

Accounting principle for cash purchase refunds should be reported under VAT Exps

Any cash posting refunds should be reported under VAT exps, not on sales. If the cash refund is posted to P&L expense account Kashflow should mark this transaction as a purchase refund, not revenue for sales.

Created 26 Mar 06:12am by Ergun Nalbantoglu

IRIS KashFlow / Bank

0 Acknowledged
3 Vote

Option to change order view on reconciled bank statements

Currently all reconciled bank statements are listed in date order, with the latest reconciled statement appearing at the bottom of the list, and consequently not on page 1. It would be helpful to be able to change that view to most recent first.

Created 3 Mar 08:53am by Guest

IRIS KashFlow / Bank

0 Acknowledged
2 Vote

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.

Created 26 Feb 01:51pm by Guest

IRIS KashFlow / Bank

0 Acknowledged
2 Vote

VAT Column

It would be useful to show the VAT Amount Column when viewing - importing transactions.

Created 19 Feb 05:16pm by Guest

IRIS KashFlow / Bank

4 Acknowledged
1 Vote

Natwest bank is 5 days behind when importing transactions

When importing the bank feed from Natwest it is always 5 days behind. Kashflow have blamed the bank for the issue, however this is not true as we use Sage One also and the bank feed is up to date when importing. We cannot send Customer Statements ...

Created 11 Feb 02:05pm by Louise Bradley

IRIS KashFlow / Bank

0 Acknowledged
1 Vote

Being to match "advanced payments" from bank transactions to sales and purchase invoices

Currently, any transactions posted from the bank to either the sales or purchase ledger can not be matched against a relevant invoice even though they have been correctly allocated against the customer or supplier. To match the payments to the inv...

Created 4 Feb 10:45am by Guest

IRIS KashFlow / Bank

0 Acknowledged
7 Vote

Insert missing months in bank recs

We noticed that a month was missing in 2014 as it had been deleted in error (not sure why). We had to delete all the years from 2019 back to 2014 and reconstitute the reconciliations despite all the remaining months being completed and reconciled....

Created 31 Jan 12:39pm by Guest

IRIS KashFlow / Bank

0 Planned