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Bank

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Post multiple bank payments as a batch

I have 80-100 bank payments to post every month, outside of the Purchase Ledger. I would like to upload these as a CSV file and allocate Nominal and Tax codes in a similar way that I match payments to purchase invoices, then import them into the b...
Guest almost 7 years ago in IRIS KashFlow / Bank 1 Acknowledged

Ability to total cash paid and cheque paid customers individually at the end of a period to transfer into current account

I have customers that pay by cash or cheques and have listed these invoices in a 'undeposited bank' account. At the end of the week I need a total sum of cash and a total sum of cheques to be able to transfer the moneys into my current account. It...
Guest about 7 years ago in IRIS KashFlow / Bank 1 Already exists

Bulk Payments to the top of the bank section

When you currently add a bulk payment it automatically adds it to the bottom of the day instead of the top. No matter what you cannot alter where the bulk payment was actually paid. This makes this bank statements not match the kashflow ones.
Guest about 7 years ago in IRIS KashFlow / Bank 0 Acknowledged

Start dates on ALL bank accounts

This would really help when trying to identify the source of problems in balances and reconciliations. If it's possible for the primary account it should be available for others
Amy over 7 years ago in IRIS KashFlow / Bank 0 Acknowledged

Bank transfers by type

A way to display bank transfers from multiple accounts which have the same type. Either in the bank tab (preferred) or as a report.
Amy over 7 years ago in IRIS KashFlow / Bank 0 Acknowledged

Carry Forward Unreconciled bank ledgers

Currently Kashflow locks the reconciliation whilst it is ongoing. Some allocations go across many months and so it is often very difficult to reconcile the bank in this way.
Jonny Shire over 7 years ago in IRIS KashFlow / Bank 0 Will not implement

Batch Payments, when will we have the ability to make batch payments instructions to our bank???

Very basic requirement in a modern e-banking world. Amazed that KF doesnt have this facility!!!
Guest over 7 years ago in IRIS KashFlow / Bank 0 Will not implement

isolated trial balance or P&L for just one bank account.

No description provided
Guest over 7 years ago in IRIS KashFlow / Bank 0 Will not implement

Colored filters / highlights that can be applied to bank statements according to criteria.

When reviewing bank statements in Kashflow it is sometimes irritating to have to select an entry and open up the more details section in order to see Vat percentage and amount. Having an optional filter would enable users to quickly highlight tran...
Guest over 7 years ago in IRIS KashFlow / Bank 0 Acknowledged

Add Support for Ethereum

Please add support for Ethereum as a currency. It has a market cap nearly 20x that of Litecoin, which you already support. Also another nudge for bank accounts not denominated in sterling - https://kashflow.ideas.aha.io/ideas/KF-I-3145 - something...
Mark Allen almost 8 years ago in IRIS KashFlow / Bank 0 Acknowledged