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...
There is very little bank details that can be stored as standing data within Kashflow, as a minimum we need to be able to put account number and sort-code.
Additional information should really be SWIFT code and IBAN number, overdraft limit and ren...
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...
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...
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
Option to automatically allocate VAT component to a reserve bank account when payments are received
Cashflow planning could be made much easier by taking the VAT out of the equation. When a payment is received for an invoice, Kashflow could automatically transfer the VAT amount of the received payment to a designated reserve bank account so that...
import unmatched transactions into suspense account
All bank transactions have to be imported so why not get them in place with one upload? missing purchase orders can then be set up. Match does not appear to know about repeat purchases either
New add bank transaction is slower and less intuitive than the old version. Boxes don't highlight when tabbing in and search function is not intuitive you should be able to search and then press enter to select, also default VAT setting would be u...
The Co-operative bank are implementing open access banking. Competing software packages already offer open banking with the Co-operative bank. Register with the Co-op bank so KashFlow can be included. Site link is https://www.co-operativebank.co.u...
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