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Warning before a journal is deleted

We have, on many occasions prepared journals for clients (adjustments) only to then click save and the whole thing be deleted due to some being processed after the bank lock date. Would it be possible to have a warning appear, or save the journal ...
Guest almost 5 years ago in IRIS KashFlow / Bank 0 New

Bank Reconcilliation download to excel spreadhseet

download unreconciled items to a spreadsheet as you can download bank statement to a CSV file to tick of side by side
karen friend almost 5 years ago in IRIS KashFlow / Bank 0 New

Bank Feed

Could the display previous transactions default to already matched transactions
Guest almost 5 years ago in IRIS KashFlow / Bank 0 New

Security question before leaving the matched bank feed

Would be great if a pop up question like "Are you sure you want to live this page?" would come up on the bank feed matching tab, as it's very easy to leave the page without saving your work on the bank feed tab. I clicked on supplier or searched i...
Guest almost 5 years ago in IRIS KashFlow / Bank 0 New

Bank reconcilitions - no balance at the bottom

When completing the bank reconciliation, it does not tell you the "kashflow closing balance" and "statement closing balance", this was a helpful feature for working out where the difference is
Guest about 5 years ago in IRIS KashFlow / Bank 0 New

Unable to activate csv uploads

When trying to activate CSV bank feeds a message appears at the top of the screen "primary contat email is blank or null" . Having checked the primary contact details and seeing it does have a valid email I contacted support on line. They just wan...
Guest over 5 years ago in IRIS KashFlow / Bank 2 Acknowledged

Create an Expense with two line items

To account for expenses that have zero and standard VAT rates, it would be easier to create an expense with two line items. This is possible when creating a purchase, but not an expense. This will allow expenses to be matched directly to the bank ...
Guest over 5 years ago in IRIS KashFlow / Bank 0 Acknowledged

The list of bank codes on the new layout is very brief, forcing one to scroll through or start typing the code.

The longer list was much easier to navigate.
Guest over 5 years ago in IRIS KashFlow / Bank 0 Acknowledged

The new layout does not suggest a list of previously entered customers when you begin typing, as the old one did.

This was extremely useful, saving a lot of repeat typing.
Guest over 5 years ago in IRIS KashFlow / Bank 0 Acknowledged

Copy Matching Rules from one account to another.

... er that's it, simple as that. I recently changed bank account, and was 'rather disappointed' to find I have to re-enter all the matching rules - about 50 of them - into the new account.
Guest over 5 years ago in IRIS KashFlow / Bank 0 Acknowledged