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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 almost 8 years ago in IRIS KashFlow / Bank 4 Acknowledged

Bank details

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...
Guest about 7 years ago in IRIS KashFlow / Bank 1 Acknowledged

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 about 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 about 2 years ago in IRIS KashFlow / Bank 0 New

Improving bank reconcilation - Starting Balance differences

When an opening bank balance is introduced using the "Start Balance" option from the bank does this actually get recorded on the balance sheet? It doesn't seem so? Therefore when the value is then added again later via journals for double entry bo...
Guest about 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 over 2 years ago in IRIS KashFlow / Bank 1 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 3 years ago in IRIS KashFlow / Bank 0 New

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

Banking Match Rules - Exact Wording

We have a client who's surname is Wheeler and has an EE contract. When we setup banking rules for director payments to him and another for payments to EE, Kashflow is pickup the EE within his surname and allocating this to telephone. Would it be p...
Guest over 2 years ago in IRIS KashFlow / Bank 1 New