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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.
Created 10 Mar 13:35 by Claire Howitt
IRIS KashFlow / Bank
0
New
1
Vote
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 ...
Created 08 Mar 13:15 by Guest
IRIS KashFlow / Bank
0
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1
Vote
Kashflow Open Banking Natwest Payit Integration
Action; Integrate "Payit" (the open banking / natwest facility) into Kashflow. This will give Kashflow an active advantage over most of your competitors and improve the functionality and service you provide to your users.
Created 06 Feb 18:23 by George Ross
IRIS KashFlow / Bank
0
New
1
Vote
Anna Money bank feed
Anna Money (https://anna.money/) is missing as a bank feed, this would be very helpful for customers who use Anna as their bank.
Created 06 Jan 11:56 by Guest
IRIS KashFlow / Bank
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1
Vote
Ulster Bank Business UK bank feed
All other Ulster Bank accounts (UK and ROI) are included in the bank feeds - business would surely benefit from being included in this
Created 04 Jan 11:31 by Guest
IRIS KashFlow / Bank
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New
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
1
Vote
It would be good to be able to put banks on dashboard in a specific order of choice.
No description provided
Created 21 Sep 11:20 by Guest
IRIS KashFlow / Bank
0
New
1
Vote
Metro Bank Feeds
Please can you add feeds for Metro Bank. This is the 21st century, the UK permits rapid account switching, we need these bank feeds for our accounting software. Or should we go to elsewhere to a package that does support it?
Created 03 Aug 17:17 by Rob Compton
IRIS KashFlow / Bank
1
Acknowledged
1
Vote
Matching rules maximum limit
Frustrating that there is a limit for how many bank matching rules you can have.
Created 03 Aug 10:37 by Guest
IRIS KashFlow / Bank
0
New
1
Vote
When creating a new rule within the Bank Feed provide more criteria for transaction selection
Currently when creating a new rule in the Bank Feed area, I can only search for transactions by text. I would like to be able to search for transactions to create a rule using other criteria such as the Amount of the transactions being equal to or...
Created 06 Jul 15:20 by Michelle Bennett
IRIS KashFlow / Bank
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