Bank

A report that tells you the unpresented cheques and deposits after a bank reconciliation.

We can add working files (PDFs, spreadsheets etc) to purchases, sales invoices and journals, but not apparently to bank transactions. The ability to add a one off suppliers invoice or a working paper to support a complex bank payment or receipt wo...

It appears someone has had the idea to show all invoices (paid & unpaid) in the bank feeds matching section, which I disagree with and did not want, so I wonder is it possible to add in a enable/disable function for updates that Kashflow imple...

Whenever I use the bank feeds, I want to select a date range. I have to wait for the current fetch process to complete before I can then enter my chosen date range. Reason: Wastes time Wastes bandwidth

I would like the invoice balance outstanding (balance left to pay) to appear on the matching screen, when assigning bank payments to an invoice. It currently shows the invoice total, rather than the balance left to pay, which isn't very useful, as...

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...

Hi, a recent "enhancement" to the matching process has been to extend the options for searching for an unpaid invoice, which now includes Overdue (part paid) Overdue etc, where as before the option was just "unpaid". At the point of matching, clie...

Would be useful for accountants to view these.

It means manually downloading data from bank.

The current bank account interface only shows Invoices or purchases and Credits therefore have to be reentered from the Credit Note Refund option; it is not even possible to match debits against the credit note.