Help us improve

2 Vote

Vat rate on the bank transactions

When you create a transaction on the bank feed and select the nominal like wages or paye/ni payment etc would be ideal to see the vat amount or rate after this has been matched in order to double check your work. I find annoying that if I want to ...

Created 13 Jan 15:44 by Guest

IRIS KashFlow / Bank

0 New
3 Vote

Show invoice outstanding balance on matching screen

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...

Created 28 Jun 13:35 by Heulwen Thomas

IRIS KashFlow / Bank

0 Acknowledged
1 Vote

Add details to a transaction created via bank feeds

It would be useful to be able to add details when creating a transaction via bank feeds. At the moment it only imports the bank transaction payee (e.g. amazon).

Created 25 May 08:16 by Nikki Drake

IRIS KashFlow / Bank

0 New
2 Vote

We wish to match several transactions to one nominal code so we don't have to match many transactions individually?

In the matching (Import) screen, we wish to match several transactions to one nominal code so we don't have to match many transactions individually?

Created 18 Nov 16:55 by Guest

IRIS KashFlow / Bank

0 Acknowledged
3 Vote

New bank feed matching rules causing annoyance

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...

Created 24 May 11:22 by Guest

IRIS KashFlow / Bank

2 Acknowledged
3 Vote

Please Add Danske Bank: www.danskebank.co.uk to your list of linked banks.

It means manually downloading data from bank.

Created 15 Mar 15:43 by Guest

IRIS KashFlow / Bank

2 Will not implement
1 Vote

Import JPEG pictures of bank statements (Eg a general photo of a paper bank statement with our client's carpet in the background) into KASHFLOW from SNAP

I would like to be able to import JPEG pictures of bank statements (Eg a general photo of a paper bank statement with our client's carpet in the background) into KASHFLOW from SNAP? The objective is to capture the data on the bank statement and im...

Created 14 Apr 14:37 by Guest

IRIS KashFlow / Bank

0 New
3 Vote

Allow matching of debit transactions against credit notes from the bank account to avoid a cumbersome manual process

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.

Created 10 Jan 09:32 by Guest

IRIS KashFlow / Bank

0 Acknowledged
3 Vote

Add attachment icon column on the bank transaction page.

Would be good to have the attachment icon column on the bank transactions page. This would allow us to see at a glance that a receipt has been uploaded for an outgoing payment when reconciling.

Created 10 Jan 09:31 by Guest

IRIS KashFlow / Bank

1 Acknowledged
2 Vote

add a feature to completely remove transactions

I manually import bank statements onto kashflow and sometimes I am unsure what to match the transaction with so I move it to ignored feeds just temporarily. When I was getting used to the software Uploaded statements without matching them and jus...

Created 09 Aug 13:32 by Guest

IRIS KashFlow / Bank

0 Acknowledged