Hi Kashflow! I noticed that the bank feeds are never up to date and it always takes about 1 week for new transactions to show up, which means when someone pays me, I have to wait 1 week to be able to see the transaction and match it in Kashflow wh...
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...
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...
We have a Euro bank account, so it would be helpful if Kashflow could allow the change of currency when creating a new account, as can not reconcile this account correctly. Also, although you can invoice in Euros, statements are converted into GBP...
In the transaction view (on any account) should be able to filter each of the headers... Date | Code | Comment | Business Unit | In | Out We have a vast number of transactions... a simple filter would make life so much easier and quicker.
Incorporate an up/down arrow when scrolling in the client's bank account
Is there anyway you can incorporate an up/down arrow when scrolling up and down in the client's bank account? It is difficult to be precise at times, especially when there are loads of transactions.
Please can it be changed so that when assigning bank payments to invoice/s it is not possible to assign anything that is an over payment without a warning. Currently payments can be assigned to any invoice regardless of whether they have been proc...
When uploading a statement, I have multiple items which would fall under the same group, e.g. Microsoft/Subscriptions or Amazon/Computer Peripherals, etc. Rather than entering the same details for each line, it would be a great time saver to selec...
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...
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