Bank Feeds Import - Assign multiple debtors to bulk cheque transaction
Small businesses pay-in multiple cheques in one transaction. A feature should be available to assign the transaction to multiple debtor accounts when using the bank feeds import facility.
We often get our clients to mark an invoice as paid for their own debtors control purposes, however tell them not to touch the bankfeed, as we would deal with that on their behalf for VAT return preparation.
However lets say two customers have th...
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.
Xero and Quickbooks have bank feeds that don't disappear if you click on another screen - The transactions remain in the software.
It really annoys me having half of my transactions matched then having to take a phonecall or running out of time...
When we reconcile - after clicking on 'Reconcile' the page displays all the previous reconciliations. The oldest ones being displayed on the top page. I think it would be much more useful to have the latest on Page 1. Could the order be reversed?
When assigning transactions to either invoices or purchases using a transaction report, it would be extremely useful to filter on the "Code" so that you do not have to scroll through the report to find e.g. every entry with the "Code" of "Subcontr...
Add "if any" or "if all" option for Matching Rules
When creating rules, you can only have one text item.
So for each supermarket, i have to create a new rule. One for Asda, Sainsburys, Tesco etc.
In the "search for" field, it would be good to have an option for "any of these" and be able to list...