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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 over 6 years ago in IRIS KashFlow / Bank 0

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?
Guest over 6 years ago in IRIS KashFlow / Bank 0 Acknowledged

Lock out banks

We use multiple banks in Kashflow and need to hide some of them from some of the staff.
Gary BATTEN over 6 years ago in IRIS KashFlow / Bank 0 Acknowledged

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

No description provided
Guest over 6 years ago in IRIS KashFlow / Bank 2 Already exists

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...
Gavin over 6 years ago in IRIS KashFlow / Bank 0 Acknowledged

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
Guest over 6 years ago in IRIS KashFlow / Bank 0 Acknowledged

It would be good to be able to put banks on dashboard in a specific order of choice.

No description provided
Guest over 3 years ago in IRIS KashFlow / Bank 0 New

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...
Guest over 6 years ago in IRIS KashFlow / Bank 0 Already exists

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.
Deb Shaw over 6 years ago in IRIS KashFlow / Bank 0 Acknowledged

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 ...
Guest over 6 years ago in IRIS KashFlow / Bank 1