Bank

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Sort out the Bank Import

Please sort out the bank import - use your contractual relationship with the developers to get this resolved. Every couple of days (or even less) I have to re-authorise the link to my bank account (Santander) - even though the Consent management p...

Rich Mellor over 5 years ago in IRIS KashFlow / Bank 3 New

2 VOTE

Ability to sort matching rules alphabetically

Guest over 3 years ago in IRIS KashFlow / Bank 0 New

2 VOTE

Display last reconcile date on list of bank accounts

It would be useful to be able to see when a bank account was last reconciled without having to click as if you're going to reconcile it, so just including the 'reconciled up-to' date on https://app.kashflow.com/#bankaccounts would make it more obv...

Paul Smith almost 4 years ago in IRIS KashFlow / Bank 0 New

1 VOTE

Have somewhere within the Bank section to file your bank statements

Would be useful for accountants to view these.

Guest about 2 years ago in IRIS KashFlow / Bank 1 New

2 VOTE

Attach a working file to a bank transaction

We can add working files (PDFs, spreadsheets etc) to purchases, sales invoices and journals, but not apparently to bank transactions. The ability to add a one off suppliers invoice or a working paper to support a complex bank payment or receipt wo...

Guest over 4 years ago in IRIS KashFlow / Bank 1 New

1 VOTE

Default VAT rate on bank transactions

Ability to select a default VAT rate when manually entering bank (cash) transactions

Bobbie Brown over 2 years ago in IRIS KashFlow / Bank 0 New

2 VOTE

Giving users an enable/disable function to cancel changes Kashflow makes

It appears someone has had the idea to show all invoices (paid & unpaid) in the bank feeds matching section, which I disagree with and did not want, so I wonder is it possible to add in a enable/disable function for updates that Kashflow imple...

Michael Hopkins over 4 years ago in IRIS KashFlow / Bank 0 New

2 VOTE

Bank Feeds: Add switch to stop automatically getting recent date range

Whenever I use the bank feeds, I want to select a date range. I have to wait for the current fetch process to complete before I can then enter my chosen date range. Reason: Wastes time Wastes bandwidth

Gary Newbrook over 4 years ago in IRIS KashFlow / Bank 0 New

1 VOTE

Add Description defaults to the comment's dropdown menu in Banking

As you can see from the screen grab, some of my comments entered are preloaded when I click on the comment tab. It's really useful as I pay for parking most days and so select from the dropdown without having to keep retyping. If there was a way t...

Guest over 2 years ago in IRIS KashFlow / Bank 0 New

2 VOTE

Matching Rules not recognised any more if more than one word

Before the recent updates to the bank feeds you could have a couple or few words to search for in the matching rules. However, now it's only one word that KashFlow recognises and therefore this function has limitations as you might not have just o...

Katerina Kurgane almost 5 years ago in IRIS KashFlow / Bank 2 New

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