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SUBMIT IDEA

My Ideas: Bank

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Moving transactions up or down in bank accounts

At times during a single day several events affecting the same bank account may happen, for instance sales invoices, purchases and bank transfers (such as withdrawals from Paypal to corporate account). Very often I have noticed that the transactio...
Guest almost 7 years ago in IRIS KashFlow / Bank 1 Acknowledged

Make the columns in bank feeds the same as they are in reconciliation

Very simple and small, but when you're flitting between multiple accounts, bank feeds, and reconciliations it does get confusing that money in and money out are in different columns. e.g on our bank feeds it is 'money in' in left hand column and '...
Guest almost 7 years ago in IRIS KashFlow / Bank 0 Acknowledged

Bank payments and receipts associated with expense code so that VAT is accounted for correctly.

At the moment if you do not want to run a sales ledger (eg you only have Till sales) and are accounting for income through a bank account any adjustment to reduce the income is coded as INPUT VAT instead of a reduction of OUTPUT VAT which means th...
Guest almost 7 years ago in IRIS KashFlow / Bank 0 Acknowledged

Allow bulk delete on transactions imported to Kashflow and a save feature for matching transactions

A few time now i have uploaded my bank statements into Kashflow and i have finished work or have not had enough time to match all transactions off and when you have over 800+ it can take a while so by allowing you to save it and come back to it wo...
Guest about 7 years ago in IRIS KashFlow / Bank 0 Will not implement

Column Totals within bank accounts

On the transactions page of the bank accounts you have a column for 'in and a column for 'out', but there is not a total for either column. This would be really handy so that at a glance you can see how much has come in and out, not just the indiv...
Rob Smith about 7 years ago in IRIS KashFlow / Bank 0 Acknowledged

Make Bank Matching look at invoices it has previously matched but which are still only part paid

Once Bank Matching has allocated an invoice it doesn't include it in future matches even although that invoice might be unpaid - I have several hundred customers paying by standing order (ie the same amount every month from the same invoice) and c...
Rob Smith about 7 years ago in IRIS KashFlow / Bank 0 Acknowledged

Changing in/out columns within bank transactions

In the bank transactions section where you can view or add a transaction, in the 'view' section you can swap the in and out columns - this is a great idea as some bank statements may have these in either order - so far so good, but when you input ...
Rob Smith about 7 years ago in IRIS KashFlow / Bank 0 Acknowledged

Bank indexing issue

The indexing issue is when the transaction imported from your bank into the bank in cashflow and they have transactions on the same date ie 01/11/2017. They can be in any random order not the same as the bank statement. Presume this is because the...
Guest about 7 years ago in IRIS KashFlow / Bank 0 Acknowledged

Search the banks on the comment and code fields rather than just date

it would be useful if you could search the banks on the comment and code fields rather than just date.
Guest about 7 years ago in IRIS KashFlow / Bank 0 Acknowledged

Being able to move the payments around in the bank section

This would make matching bank statements easier to match up with the kashflow bank statements. If you do not put in payments or purchases in the correct order to begin with it becomes very tedious trying to alter them one by one. If we could have ...
Guest about 7 years ago in IRIS KashFlow / Bank 0 Acknowledged