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My Ideas: Bank

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Bank Search Transactions

Be Great if you could search bank transactions by lets say company name or amount
Paul Cane over 6 years ago in IRIS KashFlow / Bank 0 Acknowledged

On the bank transactions view, indicate which transaction have been cleared/reconciled

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...
Guest over 6 years ago in IRIS KashFlow / Bank 0 Acknowledged

Report of unpresented cheques and deposits of a bank reconciliation.

A report that tells you the unpresented cheques and deposits after a bank reconciliation.
Guest almost 7 years ago in IRIS KashFlow / Bank 0 Acknowledged

Show invoice outstanding balance on matching screen

I would like the invoice balance outstanding (balance left to pay) to appear on the matching screen, when assigning bank payments to an invoice. It currently shows the invoice total, rather than the balance left to pay, which isn't very useful, as...
Heulwen Thomas over 7 years ago in IRIS KashFlow / Bank 0 Acknowledged

New bank feed matching rules causing annoyance

Hi, a recent "enhancement" to the matching process has been to extend the options for searching for an unpaid invoice, which now includes Overdue (part paid) Overdue etc, where as before the option was just "unpaid". At the point of matching, clie...
Guest over 7 years ago in IRIS KashFlow / Bank 2 Acknowledged

Please Add Danske Bank: www.danskebank.co.uk to your list of linked banks.

It means manually downloading data from bank.
Guest almost 8 years ago in IRIS KashFlow / Bank 2 Will not implement

Allow matching of debit transactions against credit notes from the bank account to avoid a cumbersome manual process

The current bank account interface only shows Invoices or purchases and Credits therefore have to be reentered from the Credit Note Refund option; it is not even possible to match debits against the credit note.
Guest about 8 years ago in IRIS KashFlow / Bank 0 Acknowledged

Add attachment icon column on the bank transaction page.

Would be good to have the attachment icon column on the bank transactions page. This would allow us to see at a glance that a receipt has been uploaded for an outgoing payment when reconciling.
Guest about 8 years ago in IRIS KashFlow / Bank 1 Acknowledged

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