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Bank

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Allowing going back to the same place on the bank page after assigning an invoice to save scrolling down every time!

As above
Guest about 8 years ago in IRIS KashFlow / Bank 0 Acknowledged

Prevent inadvertent modification of locked transactions during automatic reconciliation

Prevent inadvertent modification of locked transactions during automatic reconciliation.When using bank feeds to automatically reconcile your bank account, if there are transactions it cant automatically match, it gives a list of possible transact...
Guest about 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

a static box at the top of a bank rec screen that shows the reconciled balance as you tick through the items!

No description provided
Guest about 8 years ago in IRIS KashFlow / Bank 1 Acknowledged

1. When assigning a bank receipt could we part assign and then go back to it later to assign any balance.

1. When assigning a bank receipt could we part assign and then go back to it later to assign any balance.
Guest about 8 years ago in IRIS KashFlow / Bank 0 Acknowledged

On the bank page, when adding a new transaction - an option to change the 'money in' setting to 'money out' as the default?

This for when you are entering a list of payments thereby needing to click on 'money out'. This would save some time!
Guest about 8 years ago in IRIS KashFlow / Bank 0 Acknowledged

A drag-and-drop utility on the Bank page

drag-and-drop utility on the Bank page within KashFlow to aid reconciliation
Guest about 8 years ago in IRIS KashFlow / Bank 0 Acknowledged

Ability to move bank accounts Order on Screen

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

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