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2 Vote

Ability to sort matching rules alphabetically

Ability to sort matching rules alphabetically

Created 3 Aug 10:36am by Guest

IRIS KashFlow / Bank

0 New
2 Vote

Display last reconcile date on list of bank accounts

It would be useful to be able to see when a bank account was last reconciled without having to click as if you're going to reconcile it, so just including the 'reconciled up-to' date on https://app.kashflow.com/#bankaccounts would make it more obv...

Created 16 Jun 09:41am by Paul Smith

IRIS KashFlow / Bank

0 New
2 Vote

Attach a working file to a bank transaction

We can add working files (PDFs, spreadsheets etc) to purchases, sales invoices and journals, but not apparently to bank transactions. The ability to add a one off suppliers invoice or a working paper to support a complex bank payment or receipt wo...

Created 23 Nov 07:44pm by Guest

IRIS KashFlow / Bank

1 New
2 Vote

Giving users an enable/disable function to cancel changes Kashflow makes

It appears someone has had the idea to show all invoices (paid & unpaid) in the bank feeds matching section, which I disagree with and did not want, so I wonder is it possible to add in a enable/disable function for updates that Kashflow imple...

Created 11 Aug 11:52am by Michael Hopkins

IRIS KashFlow / Bank

0 New
2 Vote

Bank Feeds: Add switch to stop automatically getting recent date range

Whenever I use the bank feeds, I want to select a date range. I have to wait for the current fetch process to complete before I can then enter my chosen date range. Reason: Wastes time Wastes bandwidth

Created 31 Jul 08:54am by Gary Newbrook

IRIS KashFlow / Bank

0 New
2 Vote

Matching Rules not recognised any more if more than one word

Before the recent updates to the bank feeds you could have a couple or few words to search for in the matching rules. However, now it's only one word that KashFlow recognises and therefore this function has limitations as you might not have just o...

Created 23 Apr 07:07am by Katerina Kurgane

IRIS KashFlow / Bank

2 New
2 Vote

Vat rate on the bank transactions

When you create a transaction on the bank feed and select the nominal like wages or paye/ni payment etc would be ideal to see the vat amount or rate after this has been matched in order to double check your work. I find annoying that if I want to ...

Created 13 Jan 03:44pm by Guest

IRIS KashFlow / Bank

0 New
1 Vote

Make auto asign bank feeds need to look for customer / supplier name

Auto-allocate is currently only based on value. This has created errors in my accounts and I have now switched it off. It needs more than the value to auto-allocate. Can I suggest it needs to look for the supplier purchase invoices / customer invo...

Created 28 Sep 08:31am by Guest

IRIS KashFlow / Bank

0 New
1 Vote

Have somewhere within the Bank section to file your bank statements

Would be useful for accountants to view these.

Created 9 Mar 12:10pm by Guest

IRIS KashFlow / Bank

1 New
1 Vote

Default VAT rate on bank transactions

Ability to select a default VAT rate when manually entering bank (cash) transactions

Created 4 Jan 04:43pm by Bobbie Brown

IRIS KashFlow / Bank

0 New