Bank | Help us improve

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

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

4 Vote

During bank reconciliation, make running balance visible at all times as you scroll up and down.

When I'm doing a bank reconciliation, I like to check each day's statement balance against the running balance as I work down the list. To do this, I have to scroll up to the top to check the running balance and then go back to where I was. If the...

Created 1 Mar 05:07pm by Guest

IRIS KashFlow / Bank

0 Acknowledged

4 Vote

Allow bank transactions that are created through the Match/Create/Transaction route to be allocated to more than one code. At present the system only allows you to post to one. Many invoices have more than one item ( carriage/assets/repairs/ etc). The same would be useful for bankings using the same process.

It will allow multi-item invoices to be created direct from the bank instead of going through the long winded creating an invoice route.

Created 1 Mar 03:37pm by Guest

IRIS KashFlow / Bank

0 Acknowledged

3 Vote

Option to change order view on reconciled bank statements

Currently all reconciled bank statements are listed in date order, with the latest reconciled statement appearing at the bottom of the list, and consequently not on page 1. It would be helpful to be able to change that view to most recent first.

Created 3 Mar 08:53am by Guest

IRIS KashFlow / Bank

0 Acknowledged

2 Vote

Matching Rules not recognised any more if more than one word

Before the recent updates to the bank feeds you could have a couple or few words to search for in the matching rules. However, now it's only one word that KashFlow recognises and therefore this function has limitations as you might not have just o...

Created 23 Apr 07:07am by Katerina Kurgane

IRIS KashFlow / Bank

2 New

4 Vote

Don't auto-import transactions when opening the import page

Currently, when you first enter the import transactions page (bank import), it automatically populates the from date according to the last dates it retrieved (irrespective of whether you completely imported the earlier transactions or not) and the...

Created 2 Jan 04:21pm by Colin Smith

IRIS KashFlow / Bank

2 Acknowledged

Help us improve

Filter by status

Filter by category

Comment box on bank feed

Match/unmatch payments without having to unlock bank accounts.

Errors in Bank Reconciliation

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

List bank rules in order of last used

During bank reconciliation, make running balance visible at all times as you scroll up and down.

Option to change order view on reconciled bank statements

Matching Rules not recognised any more if more than one word

Don't auto-import transactions when opening the import page

Filter by status

Filter by category

Identify yourself with your email address

Comment box on bank feed

Match/unmatch payments without having to unlock bank accounts.

Errors in Bank Reconciliation

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

List bank rules in order of last used

During bank reconciliation, make running balance visible at all times as you scroll up and down.

Option to change order view on reconciled bank statements

Matching Rules not recognised any more if more than one word

Don't auto-import transactions when opening the import page