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 ...
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...
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).
Import JPEG pictures of bank statements (Eg a general photo of a paper bank statement with our client's carpet in the background) into KASHFLOW from SNAP
I would like to be able to import JPEG pictures of bank statements (Eg a general photo of a paper bank statement with our client's carpet in the background) into KASHFLOW from SNAP? The objective is to capture the data on the bank statement and im...
Sort bank reconciliation transactions in order of amount
It would be really useful to be able to sort the amounts in the bank reconciliation so I don't have to search for the amount on the screen which takes time.
When opening a new reconciliation page in the bank please do not highlight (blue tick) any transactions
Every time I go to reconcile the bank the new page already has blue ticked some purchase payments, this is just confusing and I have to tick and un-tick them every-time.
The possibility to link pdf bank statements to reconciliations for accounting purposes.
Currently there is no means in Kashflow to see the bank statements as you do for invoices and receipts. This would be very helpfull for that accountants if the PDF Bank/Kredid card statement could be attached to say the reconcilitaion of the bank ...
Action; Integrate "Payit" (the open banking / natwest facility) into Kashflow. This will give Kashflow an active advantage over most of your competitors and improve the functionality and service you provide to your users.