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11 Vote

Ability to split bank payments from bank feed to partly pay multiple customer invoices

I am using the bank feed to load my bank transactions.As I am in property rental some of my tenants rent is paid by Housing Benefit every 4 weeks. If I invoice for £100 per week every week and HB only pay £360 to cover 4 weeks rent at £90 per week...

Created 10 Jan 09:19am by Guest

IRIS KashFlow / Bank

2 Acknowledged
4 Vote

Enable multiple banks for bank feed

Currently only 1 bank account per bank can be linked using the Open Banking bank feed. This is highly inefficient when a client has 2 (or more) bank accounts with the same Bank (in my case - Lloyds) and regularly uses both. It would save having to...

Created 29 Mar 09:46am by Guest

IRIS KashFlow / Bank

2 New
5 Vote

Allow bank transactions to be Matched to both Sales and Purchase Invoices

Some of our clients have the same business as both a customer and a supplier and when payments are made these invoices are contra'd off against each other. It would be useful to be able to match bank receipts/payments to both Sales and Purchase in...

Created 5 Aug 08:39am by Melanie Vaughan

IRIS KashFlow / Bank

0 New
2 Vote

Banking Match Rules - Exact Wording

We have a client who's surname is Wheeler and has an EE contract. When we setup banking rules for director payments to him and another for payments to EE, Kashflow is pickup the EE within his surname and allocating this to telephone. Would it be p...

Created 1 Jun 01:39pm by Guest

IRIS KashFlow / Bank

1 New
7 Vote

Insert missing months in bank recs

We noticed that a month was missing in 2014 as it had been deleted in error (not sure why). We had to delete all the years from 2019 back to 2014 and reconstitute the reconciliations despite all the remaining months being completed and reconciled....

Created 31 Jan 12:39pm by Guest

IRIS KashFlow / Bank

0 Planned
4 Vote

I bank with Metro as I am sure many people do, please can you configure Kashflow to work with this bank to

No description provided

Created 25 Nov 06:02pm by Guest

IRIS KashFlow / Bank

0 New
1 Vote

Default VAT rate on bank transactions

Ability to select a default VAT rate when manually entering bank (cash) transactions

Created 4 Jan 04:43pm by Bobbie Brown

IRIS KashFlow / Bank

0 New
5 Vote

Prepare a proper Bank Reconciliation report

I would rather have a traditional bank reconciliation report where it lists the unreconciled receipts and payments. You have copied the Sage "Statement Report" method and its pointless. Example: Balance per Bank Statement Add: Unreconciled R...

Created 7 Feb 07:36am by G B

IRIS KashFlow / Bank

0 New
3 Vote

When creating a new rule within the Bank Feed area, allow a Project to be added to a Purchases Invoice and Expense

Currently when I add a new rule to the Bank Feed to add a purchase invoice to a supplier record or an expense, there is no facility to add a Project to it. I then have to go into each purchase invoice that has been created by the rule and manually...

Created 6 Jul 03:11pm by Michelle Bennett

IRIS KashFlow / Bank

0 New
2 Vote

Add the Virgin Bank logo

It's my bank you don't have it and I want that logo so badly!

Created 2 Mar 03:55pm by Guest

IRIS KashFlow / Bank

1 New