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1 Vote

Copy Matching Rules from one account to another.

... er that's it, simple as that. I recently changed bank account, and was 'rather disappointed' to find I have to re-enter all the matching rules - about 50 of them - into the new account.

Created 03 Jul 08:29 by Guest

IRIS KashFlow / Bank

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1 Vote

euro payments

I have a euro mandate with gocardless, and can create a euro invoice in Kashflow, but when I go to take payment it converts it to GBP and won't work. Can you please add this functionality to link the two together.

Created 26 Jun 14:04 by Doug Andrews

IRIS KashFlow / Bank

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1 Vote

bank feed > create function to allow use of the SUB CATEGORY of N/C

There is no provision to allow, the creation of a purchase and use the Sub Category.

Created 17 May 09:20 by Guest

IRIS KashFlow / Bank

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1 Vote

Enable allocation of a single posting code and same transaction details (VAT etc) to multiple bank transactions at the same time after the bank transactions have been imported and then a filter has been applied to the imported transactions transactions.

This would be useful as filtered bank transactions are often posted to the same place with the same details (VAT etc). I would like a way to select all of the imported filtered bank transactions and then give them all the same posting details. I h...

Created 16 May 10:02 by Guest

IRIS KashFlow / Bank

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1 Vote

Add Shortcut link to Apps on nav Bar (Paypal as bank feeds dont work)

Please add the ability to have the paypal App on the Nav Bar or Under Bank section , so you can update the feeds without having to navigate roudn the site. And assigning Payments for Paypal you have to use a differnt menu (bank) to view and assign...

Created 14 May 14:24 by Guest

IRIS KashFlow / Bank

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1 Vote

Add 'Last Quarter' button to bank transaction view

As a small business owner I'm always doing my vat return during the month after the end of the quarter. Therefore I thought it would be useful to have a button when viewing my bank account transactions that is for 'last quarter' - there's a button...

Created 06 May 16:40 by Guest

IRIS KashFlow / Bank

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1 Vote

Ability to add Default Vat Rates to salesetc if entering in Bank. I.E not running sales/purchases ledgers

No description provided

Created 16 Apr 11:08 by Guest

IRIS KashFlow / Bank

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1 Vote

Add new bank to list so to link bank account to Kashflow

Hello, I have been asked by support to drop you a line to see if Fire Financial Service Ltd (our UK Bankers) can be added to the bank list so that we can link the bank account to the Kashflow. Please advise.

Created 08 Apr 13:16 by Guest

IRIS KashFlow / Bank

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1 Vote

Accounting principle for cash purchase refunds should be reported under VAT Exps

Any cash posting refunds should be reported under VAT exps, not on sales. If the cash refund is posted to P&L expense account Kashflow should mark this transaction as a purchase refund, not revenue for sales.

Created 26 Mar 06:12 by Ergun Nalbantoglu

IRIS KashFlow / Bank

0 Acknowledged
1 Vote

Natwest bank is 5 days behind when importing transactions

When importing the bank feed from Natwest it is always 5 days behind. Kashflow have blamed the bank for the issue, however this is not true as we use Sage One also and the bank feed is up to date when importing. We cannot send Customer Statements ...

Created 11 Feb 14:05 by Louise Bradley

IRIS KashFlow / Bank

0 Acknowledged