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Bank

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Streamline add bank transaction

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

Allow direct posting to customer from bank feed

My issue relates to bank feed transactions that need to be allocated to a customer account WITHOUT creating a sales invoice. A lot of my clients pay me by standing order so they get posted to their account as received as “advance payments on accou...
Paul Connon 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 over 2 years ago in IRIS KashFlow / Bank 1 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 almost 3 years ago in IRIS KashFlow / Bank 0 New

When creating a new rule within the Bank Feed area, allow a Project to be added to a Purchases Invoice and Expense

Currently when I add a new rule to the Bank Feed to add a purchase invoice to a supplier record or an expense, there is no facility to add a Project to it. I then have to go into each purchase invoice that has been created by the rule and manually...
Michelle Bennett over 4 years ago in IRIS KashFlow / Bank 0 New

Add Virgin Money Icon

Bank accounts. Kashflow, please add a bank icon for Virgin Money. There is already an icon for VM when adding bank feeds but not for the KF bank under Home> Financials. Thank you!
NKB over 1 year 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 about 3 years ago in IRIS KashFlow / Bank 0 New

Add Open Banking connectivity for Mettle bank

Mettle is a subsidiary of NatWest bank that focuses on providing digital banking needs for sole traders and small businesses. They currently have over 130k customers, but KashFlow hasn't signed up with Mettle as a TPP (Third Party Provider) so Met...
Guest over 1 year ago in IRIS KashFlow / Bank 0 New

Being able to link more than one bank account

Lots of businesses have more than one bank account for their business and it would be useful to be able to link these up to the accounts within Kashflow on the bank feed.
Guest over 1 year 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 about 3 years ago in IRIS KashFlow / Bank 1 New