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Split bank payment/receipt between an invoice and transaction

When banking cash/cheques they appear as one bank receipt on the matching screen. Part of this bank receipt relates to customer invoices and part capital introduced (for example), we can match part of the bank receipt to the customer invoices but ...

Heulwen Thomas over 6 years ago in IRIS KashFlow / Bank 0

5 VOTE

Errors in Bank Reconciliation

If an error occurs in say November, after deleting a transaction then ALL the following reconciliations need to be deleted & reworked!! Why cant you just amend the relevant month?

Guest over 8 years ago in IRIS KashFlow / Bank 0 Acknowledged

2 VOTE

Add the Virgin Bank logo

It's my bank you don't have it and I want that logo so badly!

Guest over 3 years ago in IRIS KashFlow / Bank 1 New

4 VOTE

Default VAT code for bank transactions

Have set default VAT codes on nominal codes and although I know this infills when entering a purchase invoice it does not work when entering bank payments as a transaction

Guest almost 7 years ago in IRIS KashFlow / Bank 1 Planned

3 VOTE

Re-Oredering Bank Accounts on the BAnk Accounts PAge

The ability to reorder the bank accounts on the bank accounts page. This would be useful to improve workflow or to group accounts by 'brand' or group accounts by type.

Guest about 5 years ago in IRIS KashFlow / Bank 0 New

1 VOTE

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 almost 2 years ago in IRIS KashFlow / Bank 0 New

4 VOTE

Match/unmatch payments without having to unlock bank accounts.

When bank accounts are locked, this also makes it impossible to unmatch and match payments from before the lock date. Reallocating and assigning credit balances on account currently requires me to unlock and lock the bank accounts again.

Guest about 7 years ago in IRIS KashFlow / Bank 0 Acknowledged

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.

Anonymous over 3 years ago in IRIS KashFlow / Bank 0 New

1 VOTE

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 almost 2 years ago in IRIS KashFlow / Bank 0 New

3 VOTE

VAT box on Matching screen should state 'VAT Amount'

When matching a transaction on the bank import screen, the box below the VAT rate is blank when 0% is selected. This box either needs to state VAT Amount or not allow the client to enter a figure in this box when 0% VAT rate has been selected. We ...

Heulwen Thomas over 5 years ago in IRIS KashFlow / Bank 0 New

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