Bank

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Bank feed: match expenses in bulk

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...

Angelo Corbo almost 5 years ago in IRIS KashFlow / Bank 0 New

1 VOTE

Bank Import for Transfer Money Transactions

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...

Guest almost 5 years ago in IRIS KashFlow / Bank 0 New

1 VOTE

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.

Guest about 5 years ago in IRIS KashFlow / Bank 0 New

1 VOTE

Warning before a journal is deleted

We have, on many occasions prepared journals for clients (adjustments) only to then click save and the whole thing be deleted due to some being processed after the bank lock date. Would it be possible to have a warning appear, or save the journal ...

Guest about 5 years ago in IRIS KashFlow / Bank 0 New

1 VOTE

Bank Reconcilliation download to excel spreadhseet

download unreconciled items to a spreadsheet as you can download bank statement to a CSV file to tick of side by side

karen friend about 5 years ago in IRIS KashFlow / Bank 0 New

1 VOTE

Bank Feed

Could the display previous transactions default to already matched transactions

Guest about 5 years ago in IRIS KashFlow / Bank 0 New

1 VOTE

Security question before leaving the matched bank feed

Would be great if a pop up question like "Are you sure you want to live this page?" would come up on the bank feed matching tab, as it's very easy to leave the page without saving your work on the bank feed tab. I clicked on supplier or searched i...

Guest over 5 years ago in IRIS KashFlow / Bank 0 New

1 VOTE

Bank reconcilitions - no balance at the bottom

When completing the bank reconciliation, it does not tell you the "kashflow closing balance" and "statement closing balance", this was a helpful feature for working out where the difference is

Guest over 5 years ago in IRIS KashFlow / Bank 0 New

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