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Add a Comment Box when matching from bank feeds

There is no option to add a comment when matching transactions from bank feeds into Kashflow. So if the bank payment reference is just a cheque number, then this is all that will show once the transaction is matched into Kashflow bank.

Guest about 6 years ago in IRIS KashFlow / Bank 0

1 VOTE

Import all bank account transactions from a statement without matching them to any invoices, purchases or transactions.

I think it would be fantastic to import everything from the statement and then match things later.

Claudiu C. about 3 years ago in IRIS KashFlow / Bank 1 New

2 VOTE

Bank Import - Match against Partially Paid Invoices

I had a problem when I made one payment from my bank account against two invoices - one invoice was already partially paid. Whe match routine ONLY shows the total amount of each invoice you can assign the payments to - so you need to know how much...

Rich Mellor about 6 years ago in IRIS KashFlow / Bank 0 Acknowledged

2 VOTE

PayPal Import - Assign Transactions

When you import data from a bank feed, you can assign each transaction to existing invoices and purchases. However, for some reason, when you use the Kashflow PayPal import, there is not this option and you can only create new invoices / purchases...

Rich Mellor about 6 years ago in IRIS KashFlow / Bank 1 Acknowledged

2 VOTE

Warning! Bank Feed Is Not Reliable

We have wasted countless days/weeks/months trying to fix problems that bank feed has caused by its automatic matching algorithm after discovering it was mis-allocating or hadn't allocated even when we told it to or showed something as matched when...

Rob Smith about 6 years ago in IRIS KashFlow / Bank 0 Acknowledged

2 VOTE

Logging mileage and paying the expense to employee/director

I notice you have now added the mileage feature for Ltd companies - Great. I understand how to log the mileage but how does Kashflow account for paying the expense to the employee? Currently we have an expense account for out of pocket expenses wh...

Gary McDonald over 6 years ago in IRIS KashFlow / Bank 3 Acknowledged

2 VOTE

Custom fields in bank rec

Currently there is no way of inserting a bank rec in a gap between old bank recs as the start dates of reconciliations are set to the end of the previous one only. This is an issue because it creates an ongoing problem in the figures such as subse...

Guest over 6 years ago in IRIS KashFlow / Bank 1 Acknowledged

2 VOTE

Automatic upload of Worldpay sales from Ecommerce sites

Like PayPal, it would be great if payments processed by Worldpay through Ecommerce websites automatically sent the info to Kashflow where invoices could be easily generated.

Guest over 6 years ago in IRIS KashFlow / Bank 1 Acknowledged

2 VOTE

Bank Reconcilation Totals

It would be beneficial to have the Bank Reconcilation Totals as a Freeze Frame Header! I input over 300 Bank transactions per month, when reconciling I have to constantly scroll back up to the top of the screen to ensure that my totals are still m...

Guest over 6 years ago in IRIS KashFlow / Bank 0

2 VOTE

To reverse the view of reconciliations

When we reconcile - after clicking on 'Reconcile' the page displays all the previous reconciliations. The oldest ones being displayed on the top page. I think it would be much more useful to have the latest on Page 1. Could the order be reversed?

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

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