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3 Vote

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

not an idea just another moan about kashflow

Why!, on bank feeds do particular transactions not show on their specific date they are debited. What I mean is, i have examples of a payment of the 26th April 2022 which unless you show the range of 19th to 27th April, bizzarely it appears. But i...

Created 29 Jul 05:07pm by Guest

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
2 Vote

Matching Rules to have cost centre function

We would like the ability to add the cost centre into the matching rules, we have dozens of electricity payments coming out of the bank and they are all for different meters/cost centres so it would be great to have this function as a option

Created 10 May 11:58am by Guest

IRIS KashFlow / Bank

0 New
2 Vote

Add the Virgin Bank logo

It's my bank you don't have it and I want that logo so badly!

Created 2 Mar 03:55pm by Guest

IRIS KashFlow / Bank

1 New
1 Vote

Add details to a transaction created via bank feeds

It would be useful to be able to add details when creating a transaction via bank feeds. At the moment it only imports the bank transaction payee (e.g. amazon).

Created 25 May 08:16am by Nikki Drake

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
1 Vote

Add "Capital On Tap" to list of bank feeds

Hi there, I'm using bank feeds for HSBC and Amex, which are GREAT - thanks! would love to also use for Capital on Tap but you don't currently integrate with that. Would be very grateful if you could get this added as it would save me a lot of time...

Created 11 May 12:19pm by Russell Chesler

IRIS KashFlow / Bank

0 New
2 Vote

Improvements to Reconciliation Page

Totals of In & Out Columns. Ability to Switch display of In & Out columns as you can when viewing Statements. Ability to collapse or hide ticked items to allow focus on unticked items.

Created 13 Dec 01:27pm by Anonymous

IRIS KashFlow / Bank

0 New
5 Vote

Allow bank transactions to be Matched to both Sales and Purchase Invoices

Some of our clients have the same business as both a customer and a supplier and when payments are made these invoices are contra'd off against each other. It would be useful to be able to match bank receipts/payments to both Sales and Purchase in...

Created 5 Aug 08:39am by Melanie Vaughan

IRIS KashFlow / Bank

0 New