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Bank

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Multi Currency Bank Accounts

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Guest about 8 years ago in IRIS KashFlow / Bank 83 Future Consideration

Bank Feeds Imports

After downloading Bank feed, have the ability to match more than 1 amount to 1 Invoice or sale, before importing. After matching 1 amount, the invoice balance or sale balance to show the outstanding amount yet to match and not the total original i...
Guest 13 days ago in IRIS KashFlow / Bank 0 New

enable transaction category searching of bank accounts

It would be useful if on the bank account transactions listing, you could sort by category (e.g. bank charges) within a date range. There is a workaround - running a P&L report shows the categories, and the total is 'clickable', so this brings...
Steve Bower about 1 month ago in IRIS KashFlow / Bank 0 New

HSBC Kinetic

Need HSBC kinetic as an option for banking as it is different to HSBC business.
Guest 3 months ago in IRIS KashFlow / Bank 0 New

Fix the broken Bank Reconciliation resulting from the new UI implementation

The new UI for bank reconciliation had resulted in the process taking twice as long as under the old UI The old UI would automatically save the items markd as reconcilled so I could return later and continue. The new UI requires I manually save wh...
Paul Jansen 5 months ago in IRIS KashFlow / Bank 0 New

Option to automatically allocate VAT component to a reserve bank account when payments are received

Cashflow planning could be made much easier by taking the VAT out of the equation. When a payment is received for an invoice, Kashflow could automatically transfer the VAT amount of the received payment to a designated reserve bank account so that...
Guest 5 months ago in IRIS KashFlow / Bank 0 New

import unmatched transactions into suspense account

All bank transactions have to be imported so why not get them in place with one upload? missing purchase orders can then be set up. Match does not appear to know about repeat purchases either
Guest 5 months ago in IRIS KashFlow / Bank 0 New

Streamline add bank transaction

New add bank transaction is slower and less intuitive than the old version. Boxes don't highlight when tabbing in and search function is not intuitive you should be able to search and then press enter to select, also default VAT setting would be u...
Guest 5 months ago in IRIS KashFlow / Bank 0 New

Allow direct posting to customer from bank feed

My issue relates to bank feed transactions that need to be allocated to a customer account WITHOUT creating a sales invoice. A lot of my clients pay me by standing order so they get posted to their account as received as “advance payments on accou...
Paul Connon 6 months ago in IRIS KashFlow / Bank 0 New

Iris Pay

payments from Iris Pay should not take 3-5 days to get to me. I can accept payments over my website, which are handled by PayPal and I can get those in my account the same day
Guest 11 months ago in IRIS KashFlow / Bank 1 New