Bank

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

Mettle is a subsidiary of NatWest bank that focuses on providing digital banking needs for sole traders and small businesses. They currently have over 130k customers, but KashFlow hasn't signed up with Mettle as a TPP (Third Party Provider) so Met...

If I copy a figure from my bank, or a digital invoice, it often has commas in it. When I paste "3,892.94" into a transaction, eg transfers between accounts, you get an error message. Can't you get the input to strip the figure of commas? Keep the ...

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.

Lots of businesses have more than one bank account for their business and it would be useful to be able to link these up to the accounts within Kashflow on the bank feed.

When banking cash/cheques they appear as one bank receipt on the matching screen. Part of this bank receipt relates to customer invoices and part capital introduced (for example), we can match part of the bank receipt to the customer invoices but ...

To be able to attach a supplier invoice when in the bank account - bank feeds - match - CREATE - purchase invoice and also receipts when in bank account - bank feeds - match - create - transaction

If an error occurs in say November, after deleting a transaction then ALL the following reconciliations need to be deleted & reworked!! Why cant you just amend the relevant month?

Can you switch the bank reconciliation date order to show the current months on the main page? Painful to have to look at old reconciliations first.

It would be useful to be able to give users differential rights on what they can see and do on different 'bank' accounts. This would allow me, for example, to have a 'petty cash account' that my receptionist/secretarial teams can fully access (bei...