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Prepare a proper Bank Reconciliation report

I would rather have a traditional bank reconciliation report where it lists the unreconciled receipts and payments. You have copied the Sage "Statement Report" method and its pointless. Example: Balance per Bank Statement Add: Unreconciled Recei...
G B about 5 years ago in IRIS KashFlow / Bank 0 New

Bank feed import - bulk ignore transactions

There should be a function on the bank import screen to bulk ignore transactions. When re-connecting the bank and Kashflow brings in ALL the transactions again, you have to ignore those included in Kashflow already one at a time, which is extremel...
Heulwen Thomas about 1 year ago in IRIS KashFlow / Bank 0 New

Bank feed and duplicate transactions

When re-connecting the bank, Kashflow brings in all the bank transactions again, creating duplicates. Why can't it recognise which transactions have been already imported into Kashflow and automatically ignore those?
Heulwen Thomas about 1 year ago in IRIS KashFlow / Bank 0 New

Bank details

There is very little bank details that can be stored as standing data within Kashflow, as a minimum we need to be able to put account number and sort-code. Additional information should really be SWIFT code and IBAN number, overdraft limit and ren...
Guest over 7 years ago in IRIS KashFlow / Bank 1 Acknowledged

Bank Feeds Loading Transaction Speed SLOW

Loading in bank feeds takes a ridiculously long time. Is there any intention of speeding this import function up? It has to load the last month which can take anythign from 10-20mins orr longer. Then select the desired period and start the loading...
Bex Aiken about 1 year ago in IRIS KashFlow / Bank 0 New

Delete uploaded transactions before they are imported

This would help as if there is a problem with uploaded transactions eg duplicates they can be deleted before importing. I know you can ignore them but this does not remove them and when you look at uploaded transactions to be imported they are alw...
Guest about 2 years ago in IRIS KashFlow / Bank 0 New

Delete duplicate transactions in the 'ignore feeds' section

I had a problem with the bank connection, had to disconnect and re-connect. There are now many duplicated transactions in the ignored feeds. I hate having duplicates and a messy bank, does this stress anyone else out? There is no way to effectivel...
Guest over 2 years ago in IRIS KashFlow / Bank 0 New

Unintegrated Bank account for USD

Due to changing world of unstable currencies I have been left with no alternative but to trade internationally in USD which includes me opening a USD bank account. My main business is still here in the UK but as a small sme I am unable to continue...
Guest over 2 years ago in IRIS KashFlow / Bank 1 New

When creating a new rule within the Bank Feed area, allow a Project to be added to a Purchases Invoice and Expense

Currently when I add a new rule to the Bank Feed to add a purchase invoice to a supplier record or an expense, there is no facility to add a Project to it. I then have to go into each purchase invoice that has been created by the rule and manually...
Michelle Bennett over 3 years ago in IRIS KashFlow / Bank 0 New

Improving bank reconcilation - Starting Balance differences

When an opening bank balance is introduced using the "Start Balance" option from the bank does this actually get recorded on the balance sheet? It doesn't seem so? Therefore when the value is then added again later via journals for double entry bo...
Guest over 1 year ago in IRIS KashFlow / Bank 0 New