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1 Vote

Being able to link more than one bank account

Lots of businesses have more than one bank account for their business and it would be useful to be able to link these up to the accounts within Kashflow on the bank feed.

Created 16 May 11:32 by Guest

IRIS KashFlow / Bank

0 New
1 Vote

Add attachments to bank feeds

To be able to attach a supplier invoice when in the bank account - bank feeds - match - CREATE - purchase invoice and also receipts when in bank account - bank feeds - match - create - transaction

Created 07 May 20:33 by Guest

IRIS KashFlow / Bank

0 New
1 Vote

Petty cash / card sales - secretarial & receptionist access

It would be useful to be able to give users differential rights on what they can see and do on different 'bank' accounts. This would allow me, for example, to have a 'petty cash account' that my receptionist/secretarial teams can fully access (bei...

Created 30 Apr 09:53 by Ralph Greenwall

IRIS KashFlow / Bank

0 New
4 Vote

Add "Capital On Tap" to list of bank feeds

Hi there, I'm using bank feeds for HSBC and Amex, which are GREAT - thanks! would love to also use for Capital on Tap but you don't currently integrate with that. Would be very grateful if you could get this added as it would save me a lot of time...

Created 11 May 12:19 by Russell Chesler

IRIS KashFlow / Bank

1 New
4 Vote

It would be useful if you could assign advance payments to suppliers or from customers through the bank feed without having to input purchase invoices or sales invoices first.

I work in an accountancy practice, bookkeeping for several clients. I often put transactions through the bank feed before receiving the relevant purchase or sales information from my clients. Bank transactions are processed as payments on account ...

Created 19 Apr 09:09 by Guest

IRIS KashFlow / Bank

0 New
1 Vote

Bank feed import - bulk ignore transactions

There should be a function on the bank import screen to bulk ignore transactions. When re-connecting the bank and Kashflow brings in ALL the transactions again, you have to ignore those included in Kashflow already one at a time, which is extremel...

Created 14 Mar 09:16 by Heulwen Thomas

IRIS KashFlow / Bank

0 New
1 Vote

Bank feed and duplicate transactions

When re-connecting the bank, Kashflow brings in all the bank transactions again, creating duplicates. Why can't it recognise which transactions have been already imported into Kashflow and automatically ignore those?

Created 14 Mar 09:14 by Heulwen Thomas

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 09:19 by Guest

IRIS KashFlow / Bank

1 Acknowledged
1 Vote

Bank Feeds Loading Transaction Speed SLOW

Loading in bank feeds takes a ridiculously long time. Is there any intention of speeding this import function up? It has to load the last month which can take anythign from 10-20mins orr longer. Then select the desired period and start the loading...

Created 23 Feb 11:57 by Bex Aiken

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 09:34 by Guest

IRIS KashFlow / Bank

1 Acknowledged