Bank | Help us improve

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

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

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

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 09:19 by Guest

IRIS KashFlow / Bank

2 Acknowledged

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

Help us improve

Filter by status

Filter by category

Add Open Banking connectivity for Mettle bank

Being able to link more than one bank account

Add "Capital On Tap" to list of bank feeds

Add attachments to bank feeds

Improve switching between bank feed and matching rules

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.

Petty cash / card sales - secretarial & receptionist access

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

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

Bank feed import - bulk ignore transactions

Filter by status

Filter by category

Identify yourself with your email address

Add Open Banking connectivity for Mettle bank

Being able to link more than one bank account

Add "Capital On Tap" to list of bank feeds

Add attachments to bank feeds

Improve switching between bank feed and matching rules

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.

Petty cash / card sales - secretarial & receptionist access

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

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

Bank feed import - bulk ignore transactions