My Ideas: Bank

Have set default VAT codes on nominal codes and although I know this infills when entering a purchase invoice it does not work when entering bank payments as a transaction

When bank accounts are locked, this also makes it impossible to unmatch and match payments from before the lock date. Reallocating and assigning credit balances on account currently requires me to unlock and lock the bank accounts again.

This would allow users to see what's been cleared in kashflow by the online bank import at a glance. Very useful when you are trying to identify recurring entries which perhaps have not yet appeared in the bank import or they are not of the same v...

When I'm doing a bank reconciliation, I like to check each day's statement balance against the running balance as I work down the list. To do this, I have to scroll up to the top to check the running balance and then go back to where I was. If the...

It will allow multi-item invoices to be created direct from the bank instead of going through the long winded creating an invoice route.

Currently, when you first enter the import transactions page (bank import), it automatically populates the from date according to the last dates it retrieved (irrespective of whether you completely imported the earlier transactions or not) and the...

I want to be able to view the most relevant bank accounts on one screen without having to scroll down. If you add a up down button to move the order they appear the less used ones can be moved further down the screen.

Need HSBC kinetic as an option for banking as it is different to HSBC business.

We would like the ability to add the cost centre into the matching rules, we have dozens of electricity payments coming out of the bank and they are all for different meters/cost centres so it would be great to have this function as a option