enable transaction category searching of bank accounts
It would be useful if on the bank account transactions listing, you could sort by category (e.g. bank charges) within a date range. There is a workaround - running a P&L report shows the categories, and the total is 'clickable', so this brings...
Fix the broken Bank Reconciliation resulting from the new UI implementation
The new UI for bank reconciliation had resulted in the process taking twice as long as under the old UI The old UI would automatically save the items markd as reconcilled so I could return later and continue. The new UI requires I manually save wh...
payments from Iris Pay should not take 3-5 days to get to me. I can accept payments over my website, which are handled by PayPal and I can get those in my account the same day
When I'm doing my Banking Reconciliation I feel like a Military Sniper having to hit the extremely small selection boxes, could you make my life a lot more easier and make the boxes bigger so its more like hitting a Barn door with a Banjo.
Delete uploaded transactions before they are imported
This would help as if there is a problem with uploaded transactions eg duplicates they can be deleted before importing. I know you can ignore them but this does not remove them and when you look at uploaded transactions to be imported they are alw...
Delete duplicate transactions in the 'ignore feeds' section
I had a problem with the bank connection, had to disconnect and re-connect. There are now many duplicated transactions in the ignored feeds. I hate having duplicates and a messy bank, does this stress anyone else out? There is no way to effectivel...
Due to changing world of unstable currencies I have been left with no alternative but to trade internationally in USD which includes me opening a USD bank account. My main business is still here in the UK but as a small sme I am unable to continue...
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...