Improve switching between bank feed and matching rules
Switching to the 'Matching Rules' tab when on the bank feed loses all in-progress assignments, and resets any date range that was previously set – infuriating! Please fix this :)
Bank - add transaction - comment field memory so you don't have to key in each transaction as many recurr
Comment field memory so you don't have to key in each transaction detail as many are recurring - in fact I'm sure it used to have the functionality....
Ability to split bank payments from bank feed to partly pay multiple customer invoices
I am using the bank feed to load my bank transactions.As I am in property rental some of my tenants rent is paid by Housing Benefit every 4 weeks. If I invoice for £100 per week every week and HB only pay £360 to cover 4 weeks rent at £90 per week...
Change the description of a bank transaction via the feeds
I think it would be great if you can modify the description of an imported bank transaction via the bank feed to reflect more usefull info. Some entries on the bank statement does not really make sense if you review them during an audit a couple o...
There is very little bank details that can be stored as standing data within Kashflow, as a minimum we need to be able to put account number and sort-code.
Additional information should really be SWIFT code and IBAN number, overdraft limit and ren...
Bank Feed - Split Single Transaction for interest and captial payement
When creating a new transaction please can you add the ability to split a transaction to post to different nominal codes , for example, £1,000 transaction split to £300 interst and £700 Capital
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?
So many bank transactions are Exempt or simply N/A for VAT purposes. Salaries, PAYE, Dividends/Drawings for example.
It's frustrating that so many transactions require the VAT code to be changed to the N/A
If using bank feeds there is a refund from a supplier you can allocate it on account on the supplier account but then when you go into the supplier account you cannot allocate it against a credit note
Option to change order view on reconciled bank statements
Currently all reconciled bank statements are listed in date order, with the latest reconciled statement appearing at the bottom of the list, and consequently not on page 1. It would be helpful to be able to change that view to most recent first.
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