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

Payment

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

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

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

Bank feeds that don't disappear

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

To reverse the view of reconciliations

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

Lock out banks

We use multiple banks in Kashflow and need to hide some of them from some of the staff.
Gary BATTEN over 6 years ago in IRIS KashFlow / Bank 0 Acknowledged

Filter on Transaction Report

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

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...
Gavin over 6 years ago in IRIS KashFlow / Bank 0 Acknowledged

Please can we be able to Download the Unreconciled Bank Items to csv

This would be great for management accounts as currently I have to manually enter this all into our accounts on excel
Guest over 6 years ago in IRIS KashFlow / Bank 0 Acknowledged