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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

Improvements to Reconciliation Page

Totals of In & Out Columns. Ability to Switch display of In & Out columns as you can when viewing Statements. Ability to collapse or hide ticked items to allow focus on unticked items.

Created 13 Dec 01:27pm by Anonymous

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
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

Add details to a transaction created via bank feeds

It would be useful to be able to add details when creating a transaction via bank feeds. At the moment it only imports the bank transaction payee (e.g. amazon).

Created 25 May 08:16am by Nikki Drake

IRIS KashFlow / Bank

0 New
11 Vote

Bank - add transaction - comment field memory so you don't have to key in each transaction as many recurr

Comment field memory so you don't have to key in each transaction detail as many are recurring - in fact I'm sure it used to have the functionality....

Created 10 Jan 09:34am by Guest

IRIS KashFlow / Bank

0 Acknowledged
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
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
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