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2 Vote

Please can we be able to Download the Unreconciled Bank Items to csv

This would be great for management accounts as currently I have to manually enter this all into our accounts on excel

Created 6 Jun 07:51am by Guest

IRIS KashFlow / Bank

0 Acknowledged
2 Vote

I would like to be able to allocate different payments (on account) and invoices through the 'new batch payment', meaning that it would also show unallocated payments and not just invoices. Both creditors and debtors.

One could allocate one payment done for different invoices after having posted it on accounts (something invoices are received after). As else I would have to delete the payment and re-post it but this is not possible when the reconciliation would...

Created 15 May 10:46am by Guest

IRIS KashFlow / Bank

0 Already exists
2 Vote

Alphabetical order when you do a bank reconciliation

I have payments that I receive on the first of the month and I feel it would make reconciliation easier if you could sort the items by Amount, Type, Payee or Comment.

Created 9 May 10:52am by Deb Shaw

IRIS KashFlow / Bank

0 Acknowledged
2 Vote

Automate process of association of transaction to existing invoice or repeat invoice

Having recently signed up to Kashflow, I am gobsmacked that this is not an inherent feature. Simply looking for the ability within matching rules to associate a transaction to an invoice/repeat invoice, without having to manually do each time. So ...

Created 2 May 12:39pm by Guest

IRIS KashFlow / Bank

1
2 Vote

Use the Supplier defaults when matching transations from imported bank account

When you are matching a transaction which you've imported from a Bank account and you choose to "Create" a new transaction, you get a screen to choose the supplier etc to log a new expense. However, when you choose a supplier, the purchase code ...

Created 13 Apr 03:13pm by Gavin

IRIS KashFlow / Bank

2 Acknowledged
2 Vote

Moving transactions up or down in bank accounts

At times during a single day several events affecting the same bank account may happen, for instance sales invoices, purchases and bank transfers (such as withdrawals from Paypal to corporate account). Very often I have noticed that the transactio...

Created 8 Apr 06:48pm by Guest

IRIS KashFlow / Bank

1 Acknowledged
1 Vote

Bank feed: match expenses in bulk

When uploading a statement, I have multiple items which would fall under the same group, e.g. Microsoft/Subscriptions or Amazon/Computer Peripherals, etc. Rather than entering the same details for each line, it would be a great time saver to selec...

Created 25 Jun 02:09pm by Angelo Corbo

IRIS KashFlow / Bank

0 New
2 Vote

Make the columns in bank feeds the same as they are in reconciliation

Very simple and small, but when you're flitting between multiple accounts, bank feeds, and reconciliations it does get confusing that money in and money out are in different columns. e.g on our bank feeds it is 'money in' in left hand column and '...

Created 22 Mar 03:52pm by Guest

IRIS KashFlow / Bank

0 Acknowledged
2 Vote

Bank payments and receipts associated with expense code so that VAT is accounted for correctly.

At the moment if you do not want to run a sales ledger (eg you only have Till sales) and are accounting for income through a bank account any adjustment to reduce the income is coded as INPUT VAT instead of a reduction of OUTPUT VAT which means th...

Created 21 Mar 10:18am by Guest

IRIS KashFlow / Bank

0 Acknowledged
2 Vote

Allow bulk delete on transactions imported to Kashflow and a save feature for matching transactions

A few time now i have uploaded my bank statements into Kashflow and i have finished work or have not had enough time to match all transactions off and when you have over 800+ it can take a while so by allowing you to save it and come back to it wo...

Created 5 Feb 12:09pm by Guest

IRIS KashFlow / Bank

0 Will not implement