Bank | Help us improve

It would be useful if you could assign advance payments to suppliers or from customers through the bank feed without having to input purchase invoices or sales invoices first.

I work in an accountancy practice, bookkeeping for several clients. I often put transactions through the bank feed before receiving the relevant purchase or sales information from my clients. Bank transactions are processed as payments on account ...

Created 19 Apr 09:09am by Guest

IRIS KashFlow / Bank

0 New

1 Vote

Default VAT rate on bank transactions

Ability to select a default VAT rate when manually entering bank (cash) transactions

Created 4 Jan 04:43pm by Bobbie Brown

IRIS KashFlow / Bank

0 New

2 Vote

Banking Match Rules - Exact Wording

We have a client who's surname is Wheeler and has an EE contract. When we setup banking rules for director payments to him and another for payments to EE, Kashflow is pickup the EE within his surname and allocating this to telephone. Would it be p...

Created 1 Jun 01:39pm by Guest

IRIS KashFlow / Bank

1 New

1 Vote

Delete duplicate transactions in the 'ignore feeds' section

I had a problem with the bank connection, had to disconnect and re-connect. There are now many duplicated transactions in the ignored feeds. I hate having duplicates and a messy bank, does this stress anyone else out? There is no way to effectivel...

Created 24 Nov 02:23pm by Guest

IRIS KashFlow / Bank

0 New

4 Vote

Enable multiple banks for bank feed

Currently only 1 bank account per bank can be linked using the Open Banking bank feed. This is highly inefficient when a client has 2 (or more) bank accounts with the same Bank (in my case - Lloyds) and regularly uses both. It would save having to...

Created 29 Mar 09:46am by Guest

IRIS KashFlow / Bank

2 New

Help us improve

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Bank Feed - one payment to different invoices

Delete uploaded transactions before they are imported

Have somewhere within the Bank section to file your bank statements

Add "Capital On Tap" to list of bank feeds

Matching Rules to have cost centre function

It would be useful if you could assign advance payments to suppliers or from customers through the bank feed without having to input purchase invoices or sales invoices first.

Default VAT rate on bank transactions

Banking Match Rules - Exact Wording

Delete duplicate transactions in the 'ignore feeds' section

Enable multiple banks for bank feed

Filter by status

Filter by category

Identify yourself with your email address

Bank Feed - one payment to different invoices

Delete uploaded transactions before they are imported

Have somewhere within the Bank section to file your bank statements

Add "Capital On Tap" to list of bank feeds

Matching Rules to have cost centre function

It would be useful if you could assign advance payments to suppliers or from customers through the bank feed without having to input purchase invoices or sales invoices first.

Default VAT rate on bank transactions

Banking Match Rules - Exact Wording

Delete duplicate transactions in the 'ignore feeds' section

Enable multiple banks for bank feed