The indexing issue is when the transaction imported from your bank into the bank in cashflow and they have transactions on the same date ie 01/11/2017.
They can be in any random order not the same as the bank statement. Presume this is because the...
Being able to move the payments around in the bank section
This would make matching bank statements easier to match up with the kashflow bank statements. If you do not put in payments or purchases in the correct order to begin with it becomes very tedious trying to alter them one by one. If we could have ...
When creating a new rule within the Bank Feed provide more criteria for transaction selection
Currently when creating a new rule in the Bank Feed area, I can only search for transactions by text. I would like to be able to search for transactions to create a rule using other criteria such as the Amount of the transactions being equal to or...
Some bank rules pages can become quite large. To speed up the page it would be helpful to know which rules are no longer being used so that they can be deleted.
Please can you introduce a filter for bank transactions. It's a laborious task when you have to edit multiple transactions of a similar nature spread across multiple dates, a simple filter on the comment would be a great start. It would also be hu...
The ability to use purchase sub-codes when adding purchases through the Bank option. At present we can do this through Purchases but there is no way to assign a sub-code, only the main nominal code.
On the old interface design, when you looked at any period of time in your banking, there was a column total for both in and out, next to the opening / closing balances. This has mysteriously been dropped in the new interface, which seems like a b...