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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 almost 8 years ago in IRIS KashFlow / Bank 0 Acknowledged

Illegal transactions

No description provided
Nick Robinson almost 8 years ago in IRIS KashFlow / Bank 1 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 almost 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 almost 8 years ago in IRIS KashFlow / Bank 0 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 almost 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 almost 8 years ago in IRIS KashFlow / Bank 0 Acknowledged

Go Cardless Feed

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

a static box at the top of a bank rec screen that shows the reconciled balance as you tick through the items!

No description provided
Guest almost 8 years ago in IRIS KashFlow / Bank 1 Acknowledged

1. When assigning a bank receipt could we part assign and then go back to it later to assign any balance.

1. When assigning a bank receipt could we part assign and then go back to it later to assign any balance.
Guest almost 8 years ago in IRIS KashFlow / Bank 0 Acknowledged

On the bank page, when adding a new transaction - an option to change the 'money in' setting to 'money out' as the default?

This for when you are entering a list of payments thereby needing to click on 'money out'. This would save some time!
Guest almost 8 years ago in IRIS KashFlow / Bank 0 Acknowledged