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2 Vote

Is it possible for Bank view to be changed so that we can see the name of our customer/supplier against the transaction code.

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Created 27 Feb 08:50am by Guest

IRIS KashFlow / Bank

0 Acknowledged
2 Vote

Ability to filter imported payments from Paypal etc

Some of the companies ideal with for shipping create an order then a purchase through PayPal, so when they are imported I have to manually delete the order to balance my Paypal ledger. It would be good if it was possible to create a filter to dele...

Created 10 Jan 09:33am by Guest

IRIS KashFlow / Bank

1 Acknowledged
2 Vote

Allow changing the accountancy code assigned to bank feeds

Please allow an accountancy code allocated to a transaction following a bank-feed to be viewed in a separate window and changed if necessary. At the moment if an accountancy code is wrongly allocated, the transaction can only be deleted and manual...

Created 10 Jan 09:30am by Guest

IRIS KashFlow / Bank

0 Acknowledged
1 Vote

Bank Import for Transfer Money Transactions

It would be good to be able to automatically match Transfer Money transactions when importing bank account transactions and where money is moved between accounts. At the moment KashFlow only allows for auto matching of income or purchase transacti...

Created 6 May 12:44pm by Guest

IRIS KashFlow / Bank

0 New
1 Vote

stop allowing bank accounts to be deleted unless there have been no transactions

Currently, if a client ignores the warning about deleting a bank account, and goes ahead all transactions are then transferred to the default bank account (even if it has been reconciled). Not only that, the entries are one-sided because the nomin...

Created 30 Mar 09:58am by David Lushington

IRIS KashFlow / Bank

0 Planned
1 Vote

Ability to allocate a receipt or payment to more than one invoice

Would save a hugh amount of time. At the moment need to examine each receipt/payment and identify whether it is for a single invoice allocation or what the breakdown is and post accordingly via the personal sales/purchase ledger.

Created 3 Mar 11:59am by Guest

IRIS KashFlow / Bank

0 New
1 Vote

Warning before a journal is deleted

We have, on many occasions prepared journals for clients (adjustments) only to then click save and the whole thing be deleted due to some being processed after the bank lock date. Would it be possible to have a warning appear, or save the journal ...

Created 26 Feb 12:13pm by Guest

IRIS KashFlow / Bank

0 New
1 Vote

Bank Reconcilliation download to excel spreadhseet

download unreconciled items to a spreadsheet as you can download bank statement to a CSV file to tick of side by side

Created 20 Feb 03:22pm by karen friend

IRIS KashFlow / Bank

0 New
1 Vote

Bank Feed

Could the display previous transactions default to already matched transactions

Created 10 Feb 11:51am by Guest

IRIS KashFlow / Bank

0 New
1 Vote

Security question before leaving the matched bank feed

Would be great if a pop up question like "Are you sure you want to live this page?" would come up on the bank feed matching tab, as it's very easy to leave the page without saving your work on the bank feed tab. I clicked on supplier or searched i...

Created 13 Jan 03:39pm by Guest

IRIS KashFlow / Bank

0 New