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The currency exchange rate is set in Kashflow to 3 decimal places.

The currency exchange rate is set in Kashflow to 3 decimal places whereas in receipt bank they use 11 decimal places which causes an imbalance of money when the transferred. This is a more accurate exchange rate.

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

3 VOTE

Bank Search Transactions

Be Great if you could search bank transactions by lets say company name or amount

Paul Cane over 6 years ago in IRIS KashFlow / Bank 0 Acknowledged

3 VOTE

On the bank transactions view, indicate which transaction have been cleared/reconciled

This would allow users to see what's been cleared in kashflow by the online bank import at a glance. Very useful when you are trying to identify recurring entries which perhaps have not yet appeared in the bank import or they are not of the same v...

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

3 VOTE

Report of unpresented cheques and deposits of a bank reconciliation.

A report that tells you the unpresented cheques and deposits after a bank reconciliation.

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

3 VOTE

Show invoice outstanding balance on matching screen

I would like the invoice balance outstanding (balance left to pay) to appear on the matching screen, when assigning bank payments to an invoice. It currently shows the invoice total, rather than the balance left to pay, which isn't very useful, as...

Heulwen Thomas almost 8 years ago in IRIS KashFlow / Bank 0 Acknowledged

3 VOTE

New bank feed matching rules causing annoyance

Hi, a recent "enhancement" to the matching process has been to extend the options for searching for an unpaid invoice, which now includes Overdue (part paid) Overdue etc, where as before the option was just "unpaid". At the point of matching, clie...

Guest almost 8 years ago in IRIS KashFlow / Bank 2 Acknowledged

2 VOTE

We wish to match several transactions to one nominal code so we don't have to match many transactions individually?

In the matching (Import) screen, we wish to match several transactions to one nominal code so we don't have to match many transactions individually?

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

3 VOTE

Allow matching of debit transactions against credit notes from the bank account to avoid a cumbersome manual process

The current bank account interface only shows Invoices or purchases and Credits therefore have to be reentered from the Credit Note Refund option; it is not even possible to match debits against the credit note.

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

3 VOTE

Add attachment icon column on the bank transaction page.

Would be good to have the attachment icon column on the bank transactions page. This would allow us to see at a glance that a receipt has been uploaded for an outgoing payment when reconciling.

Guest over 8 years ago in IRIS KashFlow / Bank 1 Acknowledged

2 VOTE

add a feature to completely remove transactions

I manually import bank statements onto kashflow and sometimes I am unsure what to match the transaction with so I move it to ignored feeds just temporarily. When I was getting used to the software Uploaded statements without matching them and jus...

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

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