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Add Open Banking connectivity for Mettle bank

Mettle is a subsidiary of NatWest bank that focuses on providing digital banking needs for sole traders and small businesses. They currently have over 130k customers, but KashFlow hasn't signed up with Mettle as a TPP (Third Party Provider) so Met...
Guest 8 months ago in IRIS KashFlow / Bank 0 New

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.
Guest 8 months ago in IRIS KashFlow / Bank 0 New

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...
Russell Chesler over 2 years ago in IRIS KashFlow / Bank 1 New

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 :)
Guest almost 8 years ago in IRIS KashFlow / Bank 1 Acknowledged

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
Guest 8 months ago in IRIS KashFlow / Bank 0 New

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 ...
Guest over 2 years ago in IRIS KashFlow / Bank 0 New

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...
Ralph Greenwall 8 months ago in IRIS KashFlow / Bank 0 New

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....
Guest almost 8 years ago in IRIS KashFlow / Bank 1 Acknowledged

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...
Guest almost 8 years ago in IRIS KashFlow / Bank 2 Acknowledged

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...
Heulwen Thomas 10 months ago in IRIS KashFlow / Bank 0 New