Bank

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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...

David Lushington almost 5 years ago in 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.

Guest almost 5 years ago in 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 ...

Guest almost 5 years ago in 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

karen friend almost 5 years ago in IRIS KashFlow / Bank 0 New

1 VOTE

Bank Feed

Could the display previous transactions default to already matched transactions

Guest almost 5 years ago in 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...

Guest almost 5 years ago in IRIS KashFlow / Bank 0 New

1 VOTE

Bank reconcilitions - no balance at the bottom

When completing the bank reconciliation, it does not tell you the "kashflow closing balance" and "statement closing balance", this was a helpful feature for working out where the difference is

Guest about 5 years ago in IRIS KashFlow / Bank 0 New

1 VOTE

Unable to activate csv uploads

When trying to activate CSV bank feeds a message appears at the top of the screen "primary contat email is blank or null" . Having checked the primary contact details and seeing it does have a valid email I contacted support on line. They just wan...

Guest over 5 years ago in IRIS KashFlow / Bank 2 Acknowledged

1 VOTE

Create an Expense with two line items

To account for expenses that have zero and standard VAT rates, it would be easier to create an expense with two line items. This is possible when creating a purchase, but not an expense. This will allow expenses to be matched directly to the bank ...

Guest over 5 years ago in IRIS KashFlow / Bank 0 Acknowledged

1 VOTE

The list of bank codes on the new layout is very brief, forcing one to scroll through or start typing the code.

The longer list was much easier to navigate.

Guest over 5 years ago in IRIS KashFlow / Bank 0 Acknowledged

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