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Bank

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Bank Feeds Imports

After downloading Bank feed, have the ability to match more than 1 amount to 1 Invoice or sale, before importing. After matching 1 amount, the invoice balance or sale balance to show the outstanding amount yet to match and not the total original i...
Guest 16 days ago in IRIS KashFlow / Bank 0 New

enable transaction category searching of bank accounts

It would be useful if on the bank account transactions listing, you could sort by category (e.g. bank charges) within a date range. There is a workaround - running a P&L report shows the categories, and the total is 'clickable', so this brings...
Steve Bower about 1 month ago in IRIS KashFlow / Bank 0 New

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...
Guest 5 months ago in IRIS KashFlow / Bank 0 New

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
Guest 5 months ago in IRIS KashFlow / Bank 0 New

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 5 months 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 6 months 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 9 months 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 9 months 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 9 months ago in IRIS KashFlow / Bank 0 New

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 10 months ago in IRIS KashFlow / Bank 0 New