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Errors in Bank Reconciliation

If an error occurs in say November, after deleting a transaction then ALL the following reconciliations need to be deleted & reworked!! Why cant you just amend the relevant month?

Guest almost 8 years ago in IRIS KashFlow / Bank 0 Acknowledged

4 VOTE

Default VAT code for bank transactions

Have set default VAT codes on nominal codes and although I know this infills when entering a purchase invoice it does not work when entering bank payments as a transaction

Guest over 6 years ago in IRIS KashFlow / Bank 1 Planned

3 VOTE

VAT box on Matching screen should state 'VAT Amount'

When matching a transaction on the bank import screen, the box below the VAT rate is blank when 0% is selected. This box either needs to state VAT Amount or not allow the client to enter a figure in this box when 0% VAT rate has been selected. We ...

Heulwen Thomas almost 5 years ago in IRIS KashFlow / Bank 0 New

4 VOTE

Match/unmatch payments without having to unlock bank accounts.

When bank accounts are locked, this also makes it impossible to unmatch and match payments from before the lock date. Reallocating and assigning credit balances on account currently requires me to unlock and lock the bank accounts again.

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

3 VOTE

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 about 5 years ago in IRIS KashFlow / Bank 3 New

4 VOTE

During bank reconciliation, make running balance visible at all times as you scroll up and down.

When I'm doing a bank reconciliation, I like to check each day's statement balance against the running balance as I work down the list. To do this, I have to scroll up to the top to check the running balance and then go back to where I was. If the...

Guest almost 7 years ago in IRIS KashFlow / Bank 0 Acknowledged

4 VOTE

Allow bank transactions that are created through the Match/Create/Transaction route to be allocated to more than one code. At present the system only allows you to post to one. Many invoices have more than one item ( carriage/assets/repairs/ etc). The same would be useful for bankings using the same process.

It will allow multi-item invoices to be created direct from the bank instead of going through the long winded creating an invoice route.

Guest almost 7 years ago in IRIS KashFlow / Bank 0 Acknowledged

2 VOTE

Ability to sort matching rules alphabetically

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

4 VOTE

Don't auto-import transactions when opening the import page

Currently, when you first enter the import transactions page (bank import), it automatically populates the from date according to the last dates it retrieved (irrespective of whether you completely imported the earlier transactions or not) and the...

Colin Smith about 7 years ago in IRIS KashFlow / Bank 2 Acknowledged

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 over 3 years ago in IRIS KashFlow / Bank 0 New

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