Add new bank to list so to link bank account to Kashflow
Hello, I have been asked by support to drop you a line to see if Fire Financial Service Ltd (our UK Bankers) can be added to the bank list so that we can link the bank account to the Kashflow. Please advise.
If using bank feeds there is a refund from a supplier you can allocate it on account on the supplier account but then when you go into the supplier account you cannot allocate it against a credit note
Accounting principle for cash purchase refunds should be reported under VAT Exps
Any cash posting refunds should be reported under VAT exps, not on sales. If the cash refund is posted to P&L expense account Kashflow should mark this transaction as a purchase refund, not revenue for sales.
Ergun Nalbantoglu
almost 6 years ago
in IRIS KashFlow / Bank
0
Acknowledged
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.
Part paid invoices not appearing when matching bank transactions to invoices
When an invoice is part paid, say £100 paid cash but their is still £50 outstanding, if this £50 is then paid through the bank when you go in to match it to the bank transaction the invoice doesn't appear.
Natwest bank is 5 days behind when importing transactions
When importing the bank feed from Natwest it is always 5 days behind. Kashflow have blamed the bank for the issue, however this is not true as we use Sage One also and the bank feed is up to date when importing.
We cannot send Customer Statements ...
Louise Bradley
about 6 years ago
in IRIS KashFlow / Bank
0
Acknowledged
Being to match "advanced payments" from bank transactions to sales and purchase invoices
Currently, any transactions posted from the bank to either the sales or purchase ledger can not be matched against a relevant invoice even though they have been correctly allocated against the customer or supplier. To match the payments to the inv...
When noting a Purchase as paid via "Add a payment" I only get the options of cheque, credit card, debit card, other.
Could you add the options of Bank transfer and BACs and link these to the current account balance please?
Dan Pascall
about 6 years ago
in IRIS KashFlow / Bank
0
Acknowledged
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.