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Ability for user to see only incoming payments from the Bank

Essentially, we have a couple of Admin users who have to confirm that an invoice has been paid prior to sending an order. However, without giving them full access to Kashflow, or our corporate bank account, there is no way of doing this. Perhaps a...
Guest over 1 year ago in IRIS KashFlow / Bank 0 New

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...
Guest over 1 year ago in IRIS KashFlow / Bank 0 New

Bank Feed - one payment to different invoices

Why are you not able to allocate one payment on the bank feed to three seperate invoices? This would make life a lot easier.
Guest about 2 years ago in IRIS KashFlow / Bank 1 New

Have somewhere within the Bank section to file your bank statements

Would be useful for accountants to view these.
Guest about 2 years ago in IRIS KashFlow / Bank 1 New

Default VAT rate on bank transactions

Ability to select a default VAT rate when manually entering bank (cash) transactions
Bobbie Brown over 2 years ago in IRIS KashFlow / Bank 0 New

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

Add Description defaults to the comment's dropdown menu in Banking

As you can see from the screen grab, some of my comments entered are preloaded when I click on the comment tab. It's really useful as I pay for parking most days and so select from the dropdown without having to keep retyping. If there was a way t...
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 over 2 years ago in IRIS KashFlow / Bank 1 New

not an idea just another moan about kashflow

Why!, on bank feeds do particular transactions not show on their specific date they are debited. What I mean is, i have examples of a payment of the 26th April 2022 which unless you show the range of 19th to 27th April, bizzarely it appears. But i...
Guest over 2 years ago in IRIS KashFlow / Bank 0 New