On the old interface design, when you looked at any period of time in your banking, there was a column total for both in and out, next to the opening / closing balances. This has mysteriously been dropped in the new interface, which seems like a b...
Hi Kashflow! I noticed that the bank feeds are never up to date and it always takes about 1 week for new transactions to show up, which means when someone pays me, I have to wait 1 week to be able to see the transaction and match it in Kashflow wh...
Ability to filter imported payments from Paypal etc
Some of the companies ideal with for shipping create an order then a purchase through PayPal, so when they are imported I have to manually delete the order to balance my Paypal ledger. It would be good if it was possible to create a filter to dele...
Allow changing the accountancy code assigned to bank feeds
Please allow an accountancy code allocated to a transaction following a bank-feed to be viewed in a separate window and changed if necessary. At the moment if an accountancy code is wrongly allocated, the transaction can only be deleted and manual...
When trying to activate CSV bank feeds a message appears at the top of the screen "primary contat email is blank or null" . Having checked the primary contact details and seeing it does have a valid email I contacted support on line. They just wan...
To account for expenses that have zero and standard VAT rates, it would be easier to create an expense with two line items. This is possible when creating a purchase, but not an expense. This will allow expenses to be matched directly to the bank ...
... er that's it, simple as that. I recently changed bank account, and was 'rather disappointed' to find I have to re-enter all the matching rules - about 50 of them - into the new account.
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