When I'm doing my Banking Reconciliation I feel like a Military Sniper having to hit the extremely small selection boxes, could you make my life a lot more easier and make the boxes bigger so its more like hitting a Barn door with a Banjo.
Hi there, I'm using bank feeds for HSBC and Amex, which are GREAT - thanks! would love to also use for Capital on Tap but you don't currently integrate with that. Would be very grateful if you could get this added as it would save me a lot of time...
It would be useful if you could assign advance payments to suppliers or from customers through the bank feed without having to input purchase invoices or sales invoices first.
I work in an accountancy practice, bookkeeping for several clients. I often put transactions through the bank feed before receiving the relevant purchase or sales information from my clients. Bank transactions are processed as payments on account ...
Bank accounts. Kashflow, please add a bank icon for Virgin Money. There is already an icon for VM when adding bank feeds but not for the KF bank under Home> Financials. Thank you!
Mettle is a subsidiary of NatWest bank that focuses on providing digital banking needs for sole traders and small businesses. They currently have over 130k customers, but KashFlow hasn't signed up with Mettle as a TPP (Third Party Provider) so Met...
Lots of businesses have more than one bank account for their business and it would be useful to be able to link these up to the accounts within Kashflow on the bank feed.
Allow bank transactions to be Matched to both Sales and Purchase Invoices
Some of our clients have the same business as both a customer and a supplier and when payments are made these invoices are contra'd off against each other. It would be useful to be able to match bank receipts/payments to both Sales and Purchase in...
To be able to attach a supplier invoice when in the bank account - bank feeds - match - CREATE - purchase invoice and also receipts when in bank account - bank feeds - match - create - transaction
It would be useful to be able to give users differential rights on what they can see and do on different 'bank' accounts. This would allow me, for example, to have a 'petty cash account' that my receptionist/secretarial teams can fully access (bei...
We would like the ability to add the cost centre into the matching rules, we have dozens of electricity payments coming out of the bank and they are all for different meters/cost centres so it would be great to have this function as a option