Help us improve

2 Vote

Delete uploaded transactions before they are imported

This would help as if there is a problem with uploaded transactions eg duplicates they can be deleted before importing. I know you can ignore them but this does not remove them and when you look at uploaded transactions to be imported they are alw...

Created 28 Dec 12:23pm 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
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
1 Vote

Add Description defaults to the comment's dropdown menu in Banking

As you can see from the screen grab, some of my comments entered are preloaded when I click on the comment tab. It's really useful as I pay for parking most days and so select from the dropdown without having to keep retyping. If there was a way t...

Created 11 Nov 11:33am by Guest

IRIS KashFlow / Bank

0 New
3 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

1 New
3 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
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

Unintegrated Bank account for USD

Due to changing world of unstable currencies I have been left with no alternative but to trade internationally in USD which includes me opening a USD bank account. My main business is still here in the UK but as a small sme I am unable to continue...

Created 6 Oct 05:32pm 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
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