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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

Created 25 Sep 15:19 by Guest

IRIS KashFlow / Bank

1 Planned
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 ...

Created 12 Feb 13:01 by Heulwen Thomas

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.

Created 18 May 12:08 by Guest

IRIS KashFlow / Bank

0 Acknowledged
3 Vote

Sort out the Bank Import

Please sort out the bank import - use your contractual relationship with the developers to get this resolved. Every couple of days (or even less) I have to re-authorise the link to my bank account (Santander) - even though the Consent management p...

Created 20 Dec 07:42 by Rich Mellor

IRIS KashFlow / Bank

3 New
2 Vote

Ability to sort matching rules alphabetically

Ability to sort matching rules alphabetically

Created 03 Aug 10:36 by Guest

IRIS KashFlow / Bank

0 New
1 Vote

Have somewhere within the Bank section to file your bank statements

Would be useful for accountants to view these.

Created 09 Mar 12:10 by Guest

IRIS KashFlow / Bank

1 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 01 Mar 17:07 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 01 Mar 15:37 by Guest

IRIS KashFlow / Bank

0 Acknowledged
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 09:41 by Paul Smith

IRIS KashFlow / Bank

0 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 02 Jan 16:21 by Colin Smith

IRIS KashFlow / Bank

2 Acknowledged