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Insert missing months in bank recs

We noticed that a month was missing in 2014 as it had been deleted in error (not sure why). We had to delete all the years from 2019 back to 2014 and reconstitute the reconciliations despite all the remaining months being completed and reconciled....

Guest about 6 years ago in IRIS KashFlow / Bank 0 Planned

1 VOTE

Add attachments to bank feeds

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

Guest 11 months ago in IRIS KashFlow / Bank 0 New

1 VOTE

Petty cash / card sales - secretarial & receptionist access

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...

Ralph Greenwall 11 months ago in IRIS KashFlow / Bank 0 New

5 VOTE

Allow bank transactions to be Matched to both Sales and Purchase Invoices

Some of our clients have the same business as both a customer and a supplier and when payments are made these invoices are contra'd off against each other. It would be useful to be able to match bank receipts/payments to both Sales and Purchase in...

Melanie Vaughan over 4 years ago in IRIS KashFlow / Bank 0 New

3 VOTE

Matching Rules to have cost centre function

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

Guest almost 3 years ago in IRIS KashFlow / Bank 0 New

2 VOTE

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 almost 2 years ago in IRIS KashFlow / Bank 1 New

4 VOTE

Enable multiple banks for bank feed

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...

Guest about 4 years ago in IRIS KashFlow / Bank 2 New

3 VOTE

Implement Open Banking with Co-operative Bank

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...

Guest about 3 years ago in IRIS KashFlow / Bank 1 Already exists

8 VOTE

Split entry facility in bank accounts

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...

Guest about 8 years ago in IRIS KashFlow / Bank 2 Planned

8 VOTE

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...

Guest about 8 years ago in IRIS KashFlow / Bank 4 Acknowledged

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