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Bank feeds that don't disappear

Xero and Quickbooks have bank feeds that don't disappear if you click on another screen - The transactions remain in the software. It really annoys me having half of my transactions matched then having to take a phonecall or running out of time...
Guest over 6 years ago in IRIS KashFlow / Bank 0 Acknowledged

Filter on Transaction Report

When assigning transactions to either invoices or purchases using a transaction report, it would be extremely useful to filter on the "Code" so that you do not have to scroll through the report to find e.g. every entry with the "Code" of "Subcontr...
Guest over 6 years ago in IRIS KashFlow / Bank 0 Acknowledged

Improve bank reconciliation

Please would you, either add a tick box and annotation for marking the current bank account area, that could be easily toggled on and off, or improve the bank reconciliation area to give it all the features the bank view has. Interchangeable in/ou...
CEO over 6 years ago in IRIS KashFlow / Bank 0 Acknowledged

Bank settings start date only available on first bank account

Within the bank settings in Kashflow, only the first bank account has a start date and others don’t have this option.
Heulwen Thomas over 6 years ago in IRIS KashFlow / Bank 0 Acknowledged

Update the Co-Operative Bank URL

Please can the URL for The Co-Operative Bank feed can be updated from the existing URL on KashFlow [http://www.co-operativebank.co.uk/], clicking on which currently gives rise to a 'The site id is not found' error message. To the URL for The Co-op...
Chris D over 6 years ago in IRIS KashFlow / Bank 0 Acknowledged

Reassign bank codes for multiple transactions at once

If you want to reassign the bank codes of multiple transactions, you have to click in to each transaction and change the code one at a time. It would be useful to be able to select multiple transactions and change their bank codes from one screen.
Guest almost 7 years ago in IRIS KashFlow / Bank 0 Acknowledged

Create transfers between bank accounts by using a csv.

Rather than using the "transfer money" button, a csv could be uploaded with multiple lines of transfers to make between two accounts that would be done in one go. In our case, we would use this to automatically record all the daily transfers from ...
Guest almost 7 years ago in IRIS KashFlow / Bank 0 Acknowledged

Bank Feed - Match single transaction to multiple manually entered transactions

Title says it all really....
Guest almost 7 years ago in IRIS KashFlow / Bank 0 Acknowledged

Previous bank reconciliations should be listed in descending not ascending date order

No thought has been given to the listing of previous bank reconciliations. Right now it is listed in ascending date order which means that the first reconciliation on my account (from 2014) is shown at the top. This makes no sense as it obviously ...
Martin Baker almost 7 years ago in IRIS KashFlow / Bank 1 Acknowledged

Allocating One Bank Payment to Multiple Purchase Invoices from CSV Imported Values.

When using CSV import for Bank Transactions, which saves loads of inputting time, when actually then allocating a payment to a supplier there is no ability to allocate one payment (e.g Statement Balance made up of December 17 invoices) to several ...
Samuel Marr almost 7 years ago in IRIS KashFlow / Bank 0 Acknowledged