Skip to Main Content
SUBMIT IDEA

Bank

Showing 83

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.
Claire Howitt almost 4 years ago in IRIS KashFlow / Bank 0 New

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 ...
Guest almost 4 years ago in IRIS KashFlow / Bank 0 New

Kashflow Open Banking Natwest Payit Integration

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.
George Ross almost 4 years ago in IRIS KashFlow / Bank 0 New

Anna Money bank feed

Anna Money (https://anna.money/) is missing as a bank feed, this would be very helpful for customers who use Anna as their bank.
Guest almost 4 years ago in IRIS KashFlow / Bank 0 New

Ulster Bank Business UK bank feed

All other Ulster Bank accounts (UK and ROI) are included in the bank feeds - business would surely benefit from being included in this
Guest almost 4 years ago in IRIS KashFlow / Bank 0 New

Import all bank account transactions from a statement without matching them to any invoices, purchases or transactions.

I think it would be fantastic to import everything from the statement and then match things later.
Claudiu C. almost 4 years ago in IRIS KashFlow / Bank 1 New

It would be good to be able to put banks on dashboard in a specific order of choice.

No description provided
Guest about 4 years ago in IRIS KashFlow / Bank 0 New

Matching rules maximum limit

Frustrating that there is a limit for how many bank matching rules you can have.
Guest over 4 years ago in IRIS KashFlow / Bank 0 New

When creating a new rule within the Bank Feed provide more criteria for transaction selection

Currently when creating a new rule in the Bank Feed area, I can only search for transactions by text. I would like to be able to search for transactions to create a rule using other criteria such as the Amount of the transactions being equal to or...
Michelle Bennett over 4 years ago in IRIS KashFlow / Bank 0 New

List bank rules in order of last used

Some bank rules pages can become quite large. To speed up the page it would be helpful to know which rules are no longer being used so that they can be deleted.
Dominic Pascal over 4 years ago in IRIS KashFlow / Bank 0 New