Help us improve

1 Vote

Sort bank reconciliation transactions in order of amount

It would be really useful to be able to sort the amounts in the bank reconciliation so I don't have to search for the amount on the screen which takes time.

Created 10 Mar 01:42pm by Claire Howitt

IRIS KashFlow / Bank

0 New
1 Vote

When opening a new reconciliation page in the bank please do not highlight (blue tick) any transactions

Every time I go to reconcile the bank the new page already has blue ticked some purchase payments, this is just confusing and I have to tick and un-tick them every-time.

Created 10 Mar 01:35pm by Claire Howitt

IRIS KashFlow / Bank

0 New
1 Vote

The possibility to link pdf bank statements to reconciliations for accounting purposes.

Currently there is no means in Kashflow to see the bank statements as you do for invoices and receipts. This would be very helpfull for that accountants if the PDF Bank/Kredid card statement could be attached to say the reconcilitaion of the bank ...

Created 8 Mar 01:15pm by Guest

IRIS KashFlow / Bank

0 New
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
1 Vote

Kashflow Open Banking Natwest Payit Integration

Action; Integrate "Payit" (the open banking / natwest facility) into Kashflow. This will give Kashflow an active advantage over most of your competitors and improve the functionality and service you provide to your users.

Created 6 Feb 06:23pm by George Ross

IRIS KashFlow / Bank

0 New
2 Vote

Ability to sort matching rules alphabetically

Ability to sort matching rules alphabetically

Created 3 Aug 10:36am by Guest

IRIS KashFlow / Bank

0 New
12 Vote

Improve switching between bank feed and matching rules

Switching to the 'Matching Rules' tab when on the bank feed loses all in-progress assignments, and resets any date range that was previously set – infuriating! Please fix this :)

Created 10 Jan 09:19am by Guest

IRIS KashFlow / Bank

1 Acknowledged
1 Vote

Anna Money bank feed

Anna Money (https://anna.money/) is missing as a bank feed, this would be very helpful for customers who use Anna as their bank.

Created 6 Jan 11:56am by Guest

IRIS KashFlow / Bank

0 New
1 Vote

Ulster Bank Business UK bank feed

All other Ulster Bank accounts (UK and ROI) are included in the bank feeds - business would surely benefit from being included in this

Created 4 Jan 11:31am by Guest

IRIS KashFlow / Bank

0 New