My Ideas: Bank

Showing 218 of 3332

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 over 5 years ago in IRIS KashFlow / Bank 0 New

3 VOTE

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 over 5 years ago in IRIS KashFlow / Bank 3 New

1 VOTE

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 over 5 years ago in IRIS KashFlow / Bank 0 New

2 VOTE

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 over 5 years ago in IRIS KashFlow / Bank 0 Acknowledged

1 VOTE

Unable to activate csv uploads

When trying to activate CSV bank feeds a message appears at the top of the screen "primary contat email is blank or null" . Having checked the primary contact details and seeing it does have a valid email I contacted support on line. They just wan...

Guest almost 6 years ago in IRIS KashFlow / Bank 2 Acknowledged

1 VOTE

Create an Expense with two line items

To account for expenses that have zero and standard VAT rates, it would be easier to create an expense with two line items. This is possible when creating a purchase, but not an expense. This will allow expenses to be matched directly to the bank ...

Guest almost 6 years ago in IRIS KashFlow / Bank 0 Acknowledged

2 VOTE

add a feature to completely remove transactions

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...

Guest almost 6 years ago in IRIS KashFlow / Bank 0 Acknowledged

3 VOTE

Facility to import bank feed csv files without disconnecting live feeds

I find many times, especially when setting people up for the first time on Kashflow, that you need to get live bank feeds initially and then find out where they have imported back to and do a CSV import of the rest. As you need to have "dealt with...

Stephen Barker almost 6 years ago in IRIS KashFlow / Bank 0 Acknowledged

2 VOTE

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?

Guest almost 6 years ago in IRIS KashFlow / Bank 0 Acknowledged

1 VOTE

The list of bank codes on the new layout is very brief, forcing one to scroll through or start typing the code.

The longer list was much easier to navigate.

Guest almost 6 years ago in IRIS KashFlow / Bank 0 Acknowledged

Please enter your email address

FILTER BY CATEGORY