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Bank

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Delete uploaded transactions before they are imported

This would help as if there is a problem with uploaded transactions eg duplicates they can be deleted before importing. I know you can ignore them but this does not remove them and when you look at uploaded transactions to be imported they are alw...
Guest over 2 years ago in IRIS KashFlow / Bank 0 New

Delete duplicate transactions in the 'ignore feeds' section

I had a problem with the bank connection, had to disconnect and re-connect. There are now many duplicated transactions in the ignored feeds. I hate having duplicates and a messy bank, does this stress anyone else out? There is no way to effectivel...
Guest over 2 years ago in IRIS KashFlow / Bank 0 New

Unintegrated Bank account for USD

Due to changing world of unstable currencies I have been left with no alternative but to trade internationally in USD which includes me opening a USD bank account. My main business is still here in the UK but as a small sme I am unable to continue...
Guest almost 3 years ago in IRIS KashFlow / Bank 1 New

Banking Match Rules - Exact Wording

We have a client who's surname is Wheeler and has an EE contract. When we setup banking rules for director payments to him and another for payments to EE, Kashflow is pickup the EE within his surname and allocating this to telephone. Would it be p...
Guest about 3 years ago in IRIS KashFlow / Bank 1 New

Add details to a transaction created via bank feeds

It would be useful to be able to add details when creating a transaction via bank feeds. At the moment it only imports the bank transaction payee (e.g. amazon).
Nikki Drake about 3 years ago in IRIS KashFlow / Bank 0 New

Add the Virgin Bank logo

It's my bank you don't have it and I want that logo so badly!
Guest over 3 years ago in IRIS KashFlow / Bank 1 New

Improvements to Reconciliation Page

Totals of In & Out Columns. Ability to Switch display of In & Out columns as you can when viewing Statements. Ability to collapse or hide ticked items to allow focus on unticked items.
Anonymous over 3 years ago in IRIS KashFlow / Bank 0 New

Ability to sort matching rules alphabetically

Ability to sort matching rules alphabetically
Guest almost 4 years ago in IRIS KashFlow / Bank 0 New

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...
Paul Smith about 4 years ago in IRIS KashFlow / Bank 0 New

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...
Guest over 4 years ago in IRIS KashFlow / Bank 1 New