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...
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.
We would like the ability to add the cost centre into the matching rules, we have dozens of electricity payments coming out of the bank and they are all for different meters/cost centres so it would be great to have this function as a option
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
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...
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...
I want to be able to make one entry (say in my Credit card account) which has more than one category of item purchased within the same reciept. I might have a receipt which has two items on it that break down into two categories, perhaps Purchasin...
Change the description of a bank transaction via the feeds
I think it would be great if you can modify the description of an imported bank transaction via the bank feed to reflect more usefull info. Some entries on the bank statement does not really make sense if you review them during an audit a couple o...
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 Recei...
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