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2 Vote

To reverse the view of reconciliations

When we reconcile - after clicking on 'Reconcile' the page displays all the previous reconciliations. The oldest ones being displayed on the top page. I think it would be much more useful to have the latest on Page 1. Could the order be reversed?

Created 20 Jul 01:02pm by Guest

IRIS KashFlow / Bank

0 Acknowledged
2 Vote

Lock out banks

We use multiple banks in Kashflow and need to hide some of them from some of the staff.

Created 16 Jul 10:36am by Gary BATTEN

IRIS KashFlow / Bank

0 Acknowledged
2 Vote

Being able to print off an unreconciled bank transactions report at the end of each month.

No description provided

Created 7 Jul 11:51am by Guest

IRIS KashFlow / Bank

2 Already exists
1 Vote

Euro payments

We have a Euro bank account, so it would be helpful if Kashflow could allow the change of currency when creating a new account, as can not reconcile this account correctly. Also, although you can invoice in Euros, statements are converted into GBP...

Created 17 Dec 11:32am by Guest

IRIS KashFlow / Bank

0 New
2 Vote

Add "if any" or "if all" option for Matching Rules

When creating rules, you can only have one text item. So for each supermarket, i have to create a new rule. One for Asda, Sainsburys, Tesco etc. In the "search for" field, it would be good to have an option for "any of these" and be able to list...

Created 22 Jun 12:03pm by Gavin

IRIS KashFlow / Bank

0 Acknowledged
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