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KashFlow Ideas

Your ideas allow us to crowdsource feedback, gain customer insight and prioritise our roadmaps.

SUBMIT IDEA

Bank

Showing 216

Bring back column totals!

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

Bank feeds should update faster

Hi Kashflow! I noticed that the bank feeds are never up to date and it always takes about 1 week for new transactions to show up, which means when someone pays me, I have to wait 1 week to be able to see the transaction and match it in Kashflow wh...
Guest about 8 years ago in IRIS KashFlow / Bank 0 Acknowledged

Is it possible for Bank view to be changed so that we can see the name of our customer/supplier against the transaction code.

No description provided
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

Allow changing the accountancy code assigned to bank feeds

Please allow an accountancy code allocated to a transaction following a bank-feed to be viewed in a separate window and changed if necessary. At the moment if an accountancy code is wrongly allocated, the transaction can only be deleted and manual...
Guest about 8 years ago in IRIS KashFlow / Bank 0 Acknowledged

Euro payments

We have a Euro bank account, so it would be helpful if Kashflow could allow the change of currency when creating a new account, as can not reconcile this account correctly. Also, although you can invoice in Euros, statements are converted into GBP...
Guest about 4 years ago in IRIS KashFlow / Bank 0 New

Transaction Filter

In the transaction view (on any account) should be able to filter each of the headers... Date | Code | Comment | Business Unit | In | Out We have a vast number of transactions... a simple filter would make life so much easier and quicker.
George Ross over 4 years ago in IRIS KashFlow / Bank 0 New

Incorporate an up/down arrow when scrolling in the client's bank account

Is there anyway you can incorporate an up/down arrow when scrolling up and down in the client's bank account? It is difficult to be precise at times, especially when there are loads of transactions.
L Barker over 4 years ago in IRIS KashFlow / Bank 0 New

Add warning to invoice payment allocation

Please can it be changed so that when assigning bank payments to invoice/s it is not possible to assign anything that is an over payment without a warning. Currently payments can be assigned to any invoice regardless of whether they have been proc...
Guest over 4 years ago in IRIS KashFlow / Bank 0 New

Bank feed: match expenses in bulk

When uploading a statement, I have multiple items which would fall under the same group, e.g. Microsoft/Subscriptions or Amazon/Computer Peripherals, etc. Rather than entering the same details for each line, it would be a great time saver to selec...
Angelo Corbo over 4 years ago in IRIS KashFlow / Bank 0 New