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...
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.
We have a Euro bank account, so it would be helpful if Kashflow could allow the change of currency when creating a new account, as can not reconcile this account correctly. Also, although you can invoice in Euros, statements are converted into GBP...
In the transaction view (on any account) should be able to filter each of the headers... Date | Code | Comment | Business Unit | In | Out We have a vast number of transactions... a simple filter would make life so much easier and quicker.
Incorporate an up/down arrow when scrolling in the client's bank account
Is there anyway you can incorporate an up/down arrow when scrolling up and down in the client's bank account? It is difficult to be precise at times, especially when there are loads of transactions.
Please can it be changed so that when assigning bank payments to invoice/s it is not possible to assign anything that is an over payment without a warning. Currently payments can be assigned to any invoice regardless of whether they have been proc...
When uploading a statement, I have multiple items which would fall under the same group, e.g. Microsoft/Subscriptions or Amazon/Computer Peripherals, etc. Rather than entering the same details for each line, it would be a great time saver to selec...
It would be good to be able to automatically match Transfer Money transactions when importing bank account transactions and where money is moved between accounts. At the moment KashFlow only allows for auto matching of income or purchase transacti...
Ability to allocate a receipt or payment to more than one invoice
Would save a hugh amount of time. At the moment need to examine each receipt/payment and identify whether it is for a single invoice allocation or what the breakdown is and post accordingly via the personal sales/purchase ledger.
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