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2 Vote

VAT Column

It would be useful to show the VAT Amount Column when viewing - importing transactions.

Created 19 Feb 17:16 by Guest

IRIS KashFlow / Bank

4 Acknowledged
1 Vote

Import all bank account transactions from a statement without matching them to any invoices, purchases or transactions.

I think it would be fantastic to import everything from the statement and then match things later.

Created 20 Dec 23:56 by Claudiu C.

IRIS KashFlow / Bank

1 New
2 Vote

Add a Comment Box when matching from bank feeds

There is no option to add a comment when matching transactions from bank feeds into Kashflow. So if the bank payment reference is just a cheque number, then this is all that will show once the transaction is matched into Kashflow bank.

Created 13 Dec 16:59 by Guest

IRIS KashFlow / Bank

0
2 Vote

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...

Created 07 Nov 14:22 by Rich Mellor

IRIS KashFlow / Bank

0 Acknowledged
2 Vote

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...

Created 02 Nov 09:09 by Rich Mellor

IRIS KashFlow / Bank

1 Acknowledged
2 Vote

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...

Created 28 Oct 14:36 by Rob Smith

IRIS KashFlow / Bank

0 Acknowledged
2 Vote

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...

Created 05 Oct 13:10 by Gary McDonald

IRIS KashFlow / Bank

3 Acknowledged
2 Vote

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...

Created 26 Sep 13:14 by Guest

IRIS KashFlow / Bank

1 Acknowledged
2 Vote

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.

Created 06 Sep 08:54 by Guest

IRIS KashFlow / Bank

1 Acknowledged
2 Vote

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...

Created 05 Sep 11:38 by Guest

IRIS KashFlow / Bank

0