Bank

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During bank reconciliation, make running balance visible at all times as you scroll up and down.

When I'm doing a bank reconciliation, I like to check each day's statement balance against the running balance as I work down the list. To do this, I have to scroll up to the top to check the running balance and then go back to where I was. If the...

Guest almost 7 years ago in IRIS KashFlow / Bank 0 Acknowledged

4 VOTE

Allow bank transactions that are created through the Match/Create/Transaction route to be allocated to more than one code. At present the system only allows you to post to one. Many invoices have more than one item ( carriage/assets/repairs/ etc). The same would be useful for bankings using the same process.

It will allow multi-item invoices to be created direct from the bank instead of going through the long winded creating an invoice route.

Guest almost 7 years ago in IRIS KashFlow / Bank 0 Acknowledged

4 VOTE

Don't auto-import transactions when opening the import page

Currently, when you first enter the import transactions page (bank import), it automatically populates the from date according to the last dates it retrieved (irrespective of whether you completely imported the earlier transactions or not) and the...

Colin Smith about 7 years ago in IRIS KashFlow / Bank 2 Acknowledged

3 VOTE

Facility to import bank feed csv files without disconnecting live feeds

I find many times, especially when setting people up for the first time on Kashflow, that you need to get live bank feeds initially and then find out where they have imported back to and do a CSV import of the rest. As you need to have "dealt with...

Stephen Barker over 5 years ago in IRIS KashFlow / Bank 0 Acknowledged

3 VOTE

Comment box on bank feed

When creating a bank transaction in the bank feed, there is currently only the option to select the nominal code and VAT rate. There is no option to enter a comment/ narrative to the transaction. It is a pain, as once you have imported the transac...

Guest over 5 years ago in IRIS KashFlow / Bank 0 Acknowledged

4 VOTE

Please allow entry of old dates for bank statement reconciliations should any after-date adjustments occur, eg re-allocation of supplier payments

No description provided

Guest over 7 years ago in IRIS KashFlow / Bank 1 Acknowledged

3 VOTE

Option to change order view on reconciled bank statements

Currently all reconciled bank statements are listed in date order, with the latest reconciled statement appearing at the bottom of the list, and consequently not on page 1. It would be helpful to be able to change that view to most recent first.

Guest almost 6 years ago in IRIS KashFlow / Bank 0 Acknowledged

4 VOTE

Ability to move bank accounts Order on Screen

I want to be able to view the most relevant bank accounts on one screen without having to scroll down. If you add a up down button to move the order they appear the less used ones can be moved further down the screen.

Guest about 8 years ago in IRIS KashFlow / Bank 0 Acknowledged

3 VOTE

Default VAT in the banking area

I find it annoying that despite setting the VAT for each code, when you add a transaction in the Bank area it shows the VAT as N/A. I think it should default to the VAT rate you have set up for that code.

Guest about 6 years ago in IRIS KashFlow / Bank 1 Acknowledged

3 VOTE

Bank Feeds Import - Assign multiple debtors to bulk cheque transaction

Small businesses pay-in multiple cheques in one transaction. A feature should be available to assign the transaction to multiple debtor accounts when using the bank feeds import facility.

Guest over 6 years ago in IRIS KashFlow / Bank 0 Acknowledged

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