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...
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 ...
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...
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 ...
Please can you introduce a filter for bank transactions. It's a laborious task when you have to edit multiple transactions of a similar nature spread across multiple dates, a simple filter on the comment would be a great start. It would also be hu...
The ability to use purchase sub-codes when adding purchases through the Bank option. At present we can do this through Purchases but there is no way to assign a sub-code, only the main nominal code.
On the old interface design, when you looked at any period of time in your banking, there was a column total for both in and out, next to the opening / closing balances. This has mysteriously been dropped in the new interface, which seems like a b...
Hi Kashflow! I noticed that the bank feeds are never up to date and it always takes about 1 week for new transactions to show up, which means when someone pays me, I have to wait 1 week to be able to see the transaction and match it in Kashflow wh...
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