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Bank Feed - Match single transaction to multiple manually entered transactions

Title says it all really....

Created 15 Mar 02:08pm by Guest

IRIS KashFlow / Bank

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1 Vote

Previous bank reconciliations should be listed in descending not ascending date order

No thought has been given to the listing of previous bank reconciliations. Right now it is listed in ascending date order which means that the first reconciliation on my account (from 2014) is shown at the top. This makes no sense as it obviously ...

Created 22 Feb 12:06am by Martin Baker

IRIS KashFlow / Bank

1 Acknowledged
1 Vote

Allocating One Bank Payment to Multiple Purchase Invoices from CSV Imported Values.

When using CSV import for Bank Transactions, which saves loads of inputting time, when actually then allocating a payment to a supplier there is no ability to allocate one payment (e.g Statement Balance made up of December 17 invoices) to several ...

Created 5 Feb 11:44am by Samuel Marr

IRIS KashFlow / Bank

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1 Vote

Improve Imports of Bank Feeds

When importing bank transactions, I find that I have the transactions which have the same description each month - however, in order to match the transaction, I have to each time create a new Invoice, selecting the supplier / customer, payment ref...

Created 14 Jan 07:49pm by Rich Mellor

IRIS KashFlow / Bank

0 Acknowledged
1 Vote

Payment method option within bank feed matching

When you match a purchase in the bank feed by using the 'create' button you are not given the option to change the payment type, which means that once it is created in Kashflow you have to go back into the payment and change it downstream - would ...

Created 12 Jan 04:55pm by Rob Smith

IRIS KashFlow / Bank

0 Acknowledged
1 Vote

Post multiple bank payments as a batch

I have 80-100 bank payments to post every month, outside of the Purchase Ledger. I would like to upload these as a CSV file and allocate Nominal and Tax codes in a similar way that I match payments to purchase invoices, then import them into the b...

Created 11 Jan 11:41am by Guest

IRIS KashFlow / Bank

1 Acknowledged
1 Vote

Ability to total cash paid and cheque paid customers individually at the end of a period to transfer into current account

I have customers that pay by cash or cheques and have listed these invoices in a 'undeposited bank' account. At the end of the week I need a total sum of cash and a total sum of cheques to be able to transfer the moneys into my current account. It...

Created 5 Jan 05:52pm by Guest

IRIS KashFlow / Bank

1 Already exists
1 Vote

Bulk Payments to the top of the bank section

When you currently add a bulk payment it automatically adds it to the bottom of the day instead of the top. No matter what you cannot alter where the bulk payment was actually paid. This makes this bank statements not match the kashflow ones.

Created 21 Nov 11:26am by Guest

IRIS KashFlow / Bank

0 Acknowledged
1 Vote

Start dates on ALL bank accounts

This would really help when trying to identify the source of problems in balances and reconciliations. If it's possible for the primary account it should be available for others

Created 8 Sep 06:59am by Amy

IRIS KashFlow / Bank

0 Acknowledged
1 Vote

Bank transfers by type

A way to display bank transfers from multiple accounts which have the same type. Either in the bank tab (preferred) or as a report.

Created 5 Sep 11:16am by Amy

IRIS KashFlow / Bank

0 Acknowledged