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Bank

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Make Bank Matching look at invoices it has previously matched but which are still only part paid

Once Bank Matching has allocated an invoice it doesn't include it in future matches even although that invoice might be unpaid - I have several hundred customers paying by standing order (ie the same amount every month from the same invoice) and c...
Rob Smith almost 8 years ago in IRIS KashFlow / Bank 0 Acknowledged

Changing in/out columns within bank transactions

In the bank transactions section where you can view or add a transaction, in the 'view' section you can swap the in and out columns - this is a great idea as some bank statements may have these in either order - so far so good, but when you input ...
Rob Smith about 8 years ago in IRIS KashFlow / Bank 0 Acknowledged

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.
Guest about 4 years ago in IRIS KashFlow / Bank 0 New

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
Guest about 4 years ago in IRIS KashFlow / Bank 0 New

Bank indexing issue

The indexing issue is when the transaction imported from your bank into the bank in cashflow and they have transactions on the same date ie 01/11/2017. They can be in any random order not the same as the bank statement. Presume this is because the...
Guest about 8 years ago in IRIS KashFlow / Bank 0 Acknowledged

Search the banks on the comment and code fields rather than just date

it would be useful if you could search the banks on the comment and code fields rather than just date.
Guest about 8 years ago in IRIS KashFlow / Bank 0 Acknowledged

Being able to move the payments around in the bank section

This would make matching bank statements easier to match up with the kashflow bank statements. If you do not put in payments or purchases in the correct order to begin with it becomes very tedious trying to alter them one by one. If we could have ...
Guest about 8 years ago in IRIS KashFlow / Bank 0 Acknowledged

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.
Claudiu C. about 4 years ago in IRIS KashFlow / Bank 1 New

Bank transactions filter

Please can you introduce a filter for bank transactions. It's a laborious task when you have to edit multiple transactions of a similar nature spread across multiple dates, a simple filter on the comment would be a great start. It would also be hu...
Ryan T over 8 years ago in IRIS KashFlow / Bank 0 Acknowledged

Bank Feeds - Show actual invoice/purchase dates as well as due dates when matching

No description provided
Guest over 8 years ago in IRIS KashFlow / Bank 0 Acknowledged