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Add Kashflow invoice to bank transactions

When a Kashflow Software Ltd invoice is raised and received by us (the clients) for use of your software - can it not be automatically added to the bank system as well - seems an oversight that it isn't and must be done manually......

Natalie over 8 years ago in IRIS KashFlow / Bank / Uncategorised 1

5 VOTE

Bank Feed - Split Single Transaction for interest and captial payement

When creating a new transaction please can you add the ability to split a transaction to post to different nominal codes , for example, £1,000 transaction split to £300 interst and £700 Capital

Guest about 7 years ago in IRIS KashFlow / Bank 1 Acknowledged

2 VOTE

Banking Match Rules - Exact Wording

We have a client who's surname is Wheeler and has an EE contract. When we setup banking rules for director payments to him and another for payments to EE, Kashflow is pickup the EE within his surname and allocating this to telephone. Would it be p...

Guest almost 3 years ago in IRIS KashFlow / Bank 1 New

3 VOTE

Strip pasted figures of commas

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 ...

Gavin over 4 years ago in IRIS KashFlow / Bank 0 New

4 VOTE

Default VAT codes for bank transactions

So many bank transactions are Exempt or simply N/A for VAT purposes. Salaries, PAYE, Dividends/Drawings for example. It's frustrating that so many transactions require the VAT code to be changed to the N/A

Guest about 6 years ago in IRIS KashFlow / Bank 0 Acknowledged

3 VOTE

Bank Reconciliation - Current Dates/Months on First Page

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.

L Barker over 4 years ago in IRIS KashFlow / Bank 0 New

4 VOTE

Allocation of refund by supplier

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

Guest about 6 years ago in IRIS KashFlow / Bank 0 Acknowledged

1 VOTE

Ability for user to see only incoming payments from the Bank

Essentially, we have a couple of Admin users who have to confirm that an invoice has been paid prior to sending an order. However, without giving them full access to Kashflow, or our corporate bank account, there is no way of doing this. Perhaps a...

Guest over 1 year ago in IRIS KashFlow / Bank 0 New

4 VOTE

Split bank payment/receipt between an invoice and transaction

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 ...

Heulwen Thomas over 6 years ago in IRIS KashFlow / Bank 0

1 VOTE

Make auto asign bank feeds need to look for customer / supplier name

Auto-allocate is currently only based on value. This has created errors in my accounts and I have now switched it off. It needs more than the value to auto-allocate. Can I suggest it needs to look for the supplier purchase invoices / customer invo...

Guest over 1 year ago in IRIS KashFlow / Bank 0 New

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