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More flexible handling of imported bank receipts

We often have lodgements to our bank which are made up of several items - cash takings from several sources and customer invoice cheques. Compounding the problem is that our sales ledger people will have processed the incoming cheques as a payment...
Nick Robinson about 8 years ago in IRIS KashFlow / Bank 0 Acknowledged

Illegal transactions

No description provided
Nick Robinson about 8 years ago in IRIS KashFlow / Bank 1 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

Red / Green column highlight, so you what you are looking at

I've been caught out a few times, where I'm doing my reconciliations and I've ticked off an "out" instead of it being a correct "in" amount. As such the end balance didn't work out. The "In/Out" columns on reconciliation (and any of the pages to b...
Guest about 8 years ago in IRIS KashFlow / Bank 0 Acknowledged

a (create) All Transactions button in the MATCH Loaded Transactions screen to click and then Import Now.

A (create) All Transactions button in the MATCH Loaded Transactions screen to click and then Import Now to import all Loaded Transactions ‘Matched’ as Bank Transactions. This would be a kind of macro function to Match-Create-Transactions-Create al...
Guest about 8 years ago in IRIS KashFlow / Bank 0 Acknowledged

Bank - add transaction - comment field memory so you don't have to key in each transaction as many recurr

Comment field memory so you don't have to key in each transaction detail as many are recurring - in fact I'm sure it used to have the functionality....
Guest about 8 years ago in IRIS KashFlow / Bank 1 Acknowledged

Allowing going back to the same place on the bank page after assigning an invoice to save scrolling down every time!

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

Prevent inadvertent modification of locked transactions during automatic reconciliation

Prevent inadvertent modification of locked transactions during automatic reconciliation.When using bank feeds to automatically reconcile your bank account, if there are transactions it cant automatically match, it gives a list of possible transact...
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

Go Cardless Feed

This would be handy so we could download transactions into Kashflow rather than upload csv files manually.
Guest about 8 years ago in IRIS KashFlow / Bank 1 Already exists