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
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...
Facility to import bank feed csv files without disconnecting live feeds
I find many times, especially when setting people up for the first time on Kashflow, that you need to get live bank feeds initially and then find out where they have imported back to and do a CSV import of the rest. As you need to have "dealt with...
Stephen Barker
over 5 years ago
in IRIS KashFlow / Bank
0
Acknowledged
When creating a bank transaction in the bank feed, there is currently only the option to select the nominal code and VAT rate. There is no option to enter a comment/ narrative to the transaction. It is a pain, as once you have imported the transac...
Option to change order view on reconciled bank statements
Currently all reconciled bank statements are listed in date order, with the latest reconciled statement appearing at the bottom of the list, and consequently not on page 1. It would be helpful to be able to change that view to most recent first.
I want to be able to view the most relevant bank accounts on one screen without having to scroll down. If you add a up down button to move the order they appear the less used ones can be moved further down the screen.
I find it annoying that despite setting the VAT for each code, when you add a transaction in the Bank area it shows the VAT as N/A. I think it should default to the VAT rate you have set up for that code.
We can add working files (PDFs, spreadsheets etc) to purchases, sales invoices and journals, but not apparently to bank transactions. The ability to add a one off suppliers invoice or a working paper to support a complex bank payment or receipt wo...