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Bank

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Have somewhere within the Bank section to file your bank statements

Would be useful for accountants to view these.
Guest almost 2 years ago in IRIS KashFlow / Bank 1 New

Default VAT rate on bank transactions

Ability to select a default VAT rate when manually entering bank (cash) transactions
Bobbie Brown about 2 years ago in IRIS KashFlow / Bank 0 New

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 about 4 years ago in IRIS KashFlow / Bank 1 New

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 about 2 years ago in IRIS KashFlow / Bank 0 New

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

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

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 over 4 years ago in IRIS KashFlow / Bank 2 New

not an idea just another moan about kashflow

Why!, on bank feeds do particular transactions not show on their specific date they are debited. What I mean is, i have examples of a payment of the 26th April 2022 which unless you show the range of 19th to 27th April, bizzarely it appears. But i...
Guest over 2 years ago in IRIS KashFlow / Bank 0 New

Vat rate on the bank transactions

When you create a transaction on the bank feed and select the nominal like wages or paye/ni payment etc would be ideal to see the vat amount or rate after this has been matched in order to double check your work. I find annoying that if I want to ...
Guest almost 5 years ago in IRIS KashFlow / Bank 0 New

Add details to a transaction created via bank feeds

It would be useful to be able to add details when creating a transaction via bank feeds. At the moment it only imports the bank transaction payee (e.g. amazon).
Nikki Drake over 2 years ago in IRIS KashFlow / Bank 0 New