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Attach a working file to a bank transaction

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...
Guest about 4 years ago in IRIS KashFlow / Bank 1 New

Bank Feeds Import - Assign multiple debtors to bulk cheque transaction

Small businesses pay-in multiple cheques in one transaction. A feature should be available to assign the transaction to multiple debtor accounts when using the bank feeds import facility.
Guest over 6 years ago in IRIS KashFlow / Bank 0 Acknowledged

The currency exchange rate is set in Kashflow to 3 decimal places.

The currency exchange rate is set in Kashflow to 3 decimal places whereas in receipt bank they use 11 decimal places which causes an imbalance of money when the transferred. This is a more accurate exchange rate.
Guest over 6 years ago in IRIS KashFlow / Bank 0 Acknowledged

Bank Search Transactions

Be Great if you could search bank transactions by lets say company name or amount
Paul Cane over 6 years ago in IRIS KashFlow / Bank 0 Acknowledged

Add Description defaults to the comment's dropdown menu in Banking

As you can see from the screen grab, some of my comments entered are preloaded when I click on the comment tab. It's really useful as I pay for parking most days and so select from the dropdown without having to keep retyping. If there was a way t...
Guest about 2 years ago in IRIS KashFlow / Bank 0 New

Giving users an enable/disable function to cancel changes Kashflow makes

It appears someone has had the idea to show all invoices (paid & unpaid) in the bank feeds matching section, which I disagree with and did not want, so I wonder is it possible to add in a enable/disable function for updates that Kashflow imple...
Michael Hopkins over 4 years ago in IRIS KashFlow / Bank 0 New

On the bank transactions view, indicate which transaction have been cleared/reconciled

This would allow users to see what's been cleared in kashflow by the online bank import at a glance. Very useful when you are trying to identify recurring entries which perhaps have not yet appeared in the bank import or they are not of the same v...
Guest over 6 years ago in IRIS KashFlow / Bank 0 Acknowledged

Bank Feeds: Add switch to stop automatically getting recent date range

Whenever I use the bank feeds, I want to select a date range. I have to wait for the current fetch process to complete before I can then enter my chosen date range. Reason: Wastes time Wastes bandwidth
Gary Newbrook over 4 years ago in IRIS KashFlow / Bank 0 New

Report of unpresented cheques and deposits of a bank reconciliation.

A report that tells you the unpresented cheques and deposits after a bank reconciliation.
Guest over 6 years ago in IRIS KashFlow / Bank 0 Acknowledged

Matching Rules not recognised any more if more than one word

Before the recent updates to the bank feeds you could have a couple or few words to search for in the matching rules. However, now it's only one word that KashFlow recognises and therefore this function has limitations as you might not have just o...
Katerina Kurgane over 4 years ago in IRIS KashFlow / Bank 2 New