Skip to Main Content
SUBMIT IDEA

My Ideas: Bank

Showing 215 of 3295

Display last reconcile date on list of bank accounts

It would be useful to be able to see when a bank account was last reconciled without having to click as if you're going to reconcile it, so just including the 'reconciled up-to' date on https://app.kashflow.com/#bankaccounts would make it more obv...
Paul Smith over 3 years ago in IRIS KashFlow / Bank 0 New

Attach a working file to a bank transaction

We can add working files (PDFs, spreadsheets etc) to purchases, sales invoices and journals, but not apparently to bank transactions. The ability to add a one off suppliers invoice or a working paper to support a complex bank payment or receipt wo...
Guest about 4 years ago in IRIS KashFlow / Bank 1 New

Giving users an enable/disable function to cancel changes Kashflow makes

It appears someone has had the idea to show all invoices (paid & unpaid) in the bank feeds matching section, which I disagree with and did not want, so I wonder is it possible to add in a enable/disable function for updates that Kashflow imple...
Michael Hopkins over 4 years ago in IRIS KashFlow / Bank 0 New

Bank Feeds: Add switch to stop automatically getting recent date range

Whenever I use the bank feeds, I want to select a date range. I have to wait for the current fetch process to complete before I can then enter my chosen date range. Reason: Wastes time Wastes bandwidth
Gary Newbrook over 4 years ago in IRIS KashFlow / Bank 0 New

Matching Rules not recognised any more if more than one word

Before the recent updates to the bank feeds you could have a couple or few words to search for in the matching rules. However, now it's only one word that KashFlow recognises and therefore this function has limitations as you might not have just o...
Katerina Kurgane almost 5 years ago in IRIS KashFlow / Bank 2 New

Vat rate on the bank transactions

When you create a transaction on the bank feed and select the nominal like wages or paye/ni payment etc would be ideal to see the vat amount or rate after this has been matched in order to double check your work. I find annoying that if I want to ...
Guest about 5 years ago in IRIS KashFlow / Bank 0 New

We wish to match several transactions to one nominal code so we don't have to match many transactions individually?

In the matching (Import) screen, we wish to match several transactions to one nominal code so we don't have to match many transactions individually?
Guest about 5 years ago in IRIS KashFlow / Bank 0 Acknowledged

add a feature to completely remove transactions

I manually import bank statements onto kashflow and sometimes I am unsure what to match the transaction with so I move it to ignored feeds just temporarily. When I was getting used to the software Uploaded statements without matching them and jus...
Guest over 5 years ago in IRIS KashFlow / Bank 0 Acknowledged

Allow a batch payment to attach to more than 100 purchases.

A batch payment only allows you to attach 100 purchases. this is not enough and so then you have to leave the balance uncleared and manually enter each one. really not ideal. how long would this take to resolve?
Guest over 5 years ago in IRIS KashFlow / Bank 0 Acknowledged

Connecting with Adyen payments

Ebay will be replacing Paypal with Adyen. It would be useful to have the same tools for Adyen as now available for paypal.
Guest almost 6 years ago in IRIS KashFlow / Bank 0 Acknowledged