Skip to Main Content
SUBMIT IDEA

My Ideas: Bank

Showing 215 of 3297

Bank transactions filter

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...
Ryan T over 7 years ago in IRIS KashFlow / Bank 0 Acknowledged

Bank Feeds - Show actual invoice/purchase dates as well as due dates when matching

No description provided
Guest over 7 years ago in IRIS KashFlow / Bank 0 Acknowledged

Purchase Sub-Codes in BANK

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.
Guest almost 8 years ago in IRIS KashFlow / Bank 0 Acknowledged

Bring back column totals!

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...
Guest almost 8 years ago in IRIS KashFlow / Bank 0 Acknowledged

Bank feeds should update faster

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...
Guest almost 8 years ago in IRIS KashFlow / Bank 0 Acknowledged

Is it possible for Bank view to be changed so that we can see the name of our customer/supplier against the transaction code.

No description provided
Guest almost 8 years ago in IRIS KashFlow / Bank 0 Acknowledged

Ability to filter imported payments from Paypal etc

Some of the companies ideal with for shipping create an order then a purchase through PayPal, so when they are imported I have to manually delete the order to balance my Paypal ledger. It would be good if it was possible to create a filter to dele...
Guest about 8 years ago in IRIS KashFlow / Bank 1 Acknowledged

Allow changing the accountancy code assigned to bank feeds

Please allow an accountancy code allocated to a transaction following a bank-feed to be viewed in a separate window and changed if necessary. At the moment if an accountancy code is wrongly allocated, the transaction can only be deleted and manual...
Guest about 8 years ago in IRIS KashFlow / Bank 0 Acknowledged

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 11 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