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Bank Import - Match against Partially Paid Invoices

I had a problem when I made one payment from my bank account against two invoices - one invoice was already partially paid. Whe match routine ONLY shows the total amount of each invoice you can assign the payments to - so you need to know how much...
Rich Mellor over 6 years ago in IRIS KashFlow / Bank 0 Acknowledged

Sort bank reconciliation transactions in order of amount

It would be really useful to be able to sort the amounts in the bank reconciliation so I don't have to search for the amount on the screen which takes time.
Claire Howitt over 3 years ago in IRIS KashFlow / Bank 0 New

When opening a new reconciliation page in the bank please do not highlight (blue tick) any transactions

Every time I go to reconcile the bank the new page already has blue ticked some purchase payments, this is just confusing and I have to tick and un-tick them every-time.
Claire Howitt over 3 years ago in IRIS KashFlow / Bank 0 New

PayPal Import - Assign Transactions

When you import data from a bank feed, you can assign each transaction to existing invoices and purchases. However, for some reason, when you use the Kashflow PayPal import, there is not this option and you can only create new invoices / purchases...
Rich Mellor over 6 years ago in IRIS KashFlow / Bank 1 Acknowledged

The possibility to link pdf bank statements to reconciliations for accounting purposes.

Currently there is no means in Kashflow to see the bank statements as you do for invoices and receipts. This would be very helpfull for that accountants if the PDF Bank/Kredid card statement could be attached to say the reconcilitaion of the bank ...
Guest over 3 years ago in IRIS KashFlow / Bank 0 New

Warning! Bank Feed Is Not Reliable

We have wasted countless days/weeks/months trying to fix problems that bank feed has caused by its automatic matching algorithm after discovering it was mis-allocating or hadn't allocated even when we told it to or showed something as matched when...
Rob Smith over 6 years ago in IRIS KashFlow / Bank 0 Acknowledged

Logging mileage and paying the expense to employee/director

I notice you have now added the mileage feature for Ltd companies - Great. I understand how to log the mileage but how does Kashflow account for paying the expense to the employee? Currently we have an expense account for out of pocket expenses wh...
Gary McDonald almost 7 years ago in IRIS KashFlow / Bank 3 Acknowledged

Custom fields in bank rec

Currently there is no way of inserting a bank rec in a gap between old bank recs as the start dates of reconciliations are set to the end of the previous one only. This is an issue because it creates an ongoing problem in the figures such as subse...
Guest almost 7 years ago in IRIS KashFlow / Bank 1 Acknowledged

Automatic upload of Worldpay sales from Ecommerce sites

Like PayPal, it would be great if payments processed by Worldpay through Ecommerce websites automatically sent the info to Kashflow where invoices could be easily generated.
Guest almost 7 years ago in IRIS KashFlow / Bank 1 Acknowledged

Bank Reconcilation Totals

It would be beneficial to have the Bank Reconcilation Totals as a Freeze Frame Header! I input over 300 Bank transactions per month, when reconciling I have to constantly scroll back up to the top of the screen to ensure that my totals are still m...
Guest almost 7 years ago in IRIS KashFlow / Bank 0