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1 Vote

Import all bank account transactions from a statement without matching them to any invoices, purchases or transactions.

I think it would be fantastic to import everything from the statement and then match things later.

Created 20 Dec 11:56pm by Claudiu C.

IRIS KashFlow / Bank

1 New
2 Vote

Improvements to Reconciliation Page

Totals of In & Out Columns. Ability to Switch display of In & Out columns as you can when viewing Statements. Ability to collapse or hide ticked items to allow focus on unticked items.

Created 13 Dec 01:27pm by Anonymous

IRIS KashFlow / Bank

0 New
1 Vote

It would be good to be able to put banks on dashboard in a specific order of choice.

No description provided

Created 21 Sep 11:20am by Guest

IRIS KashFlow / Bank

0 New
1 Vote

Metro Bank Feeds

Please can you add feeds for Metro Bank. This is the 21st century, the UK permits rapid account switching, we need these bank feeds for our accounting software. Or should we go to elsewhere to a package that does support it?

Created 3 Aug 05:17pm by Rob Compton

IRIS KashFlow / Bank

1 Acknowledged
1 Vote

Matching rules maximum limit

Frustrating that there is a limit for how many bank matching rules you can have.

Created 3 Aug 10:37am by Guest

IRIS KashFlow / Bank

0 New
2 Vote

Ability to sort matching rules alphabetically

Ability to sort matching rules alphabetically

Created 3 Aug 10:36am by Guest

IRIS KashFlow / Bank

0 New
1 Vote

When creating a new rule within the Bank Feed provide more criteria for transaction selection

Currently when creating a new rule in the Bank Feed area, I can only search for transactions by text. I would like to be able to search for transactions to create a rule using other criteria such as the Amount of the transactions being equal to or...

Created 6 Jul 03:20pm by Michelle Bennett

IRIS KashFlow / Bank

0 New
3 Vote

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...

Created 6 Jul 03:11pm by Michelle Bennett

IRIS KashFlow / Bank

0 New
1 Vote

List bank rules in order of last used

Some bank rules pages can become quite large. To speed up the page it would be helpful to know which rules are no longer being used so that they can be deleted.

Created 6 Jul 03:02pm by Dominic Pascal

IRIS KashFlow / Bank

0 New
2 Vote

Display last reconcile date on list of bank accounts

It would be useful to be able to see when a bank account was last reconciled without having to click as if you're going to reconcile it, so just including the 'reconciled up-to' date on https://app.kashflow.com/#bankaccounts would make it more obv...

Created 16 Jun 09:41am by Paul Smith

IRIS KashFlow / Bank

0 New