Bank

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Bulk Payments to the top of the bank section

When you currently add a bulk payment it automatically adds it to the bottom of the day instead of the top. No matter what you cannot alter where the bulk payment was actually paid. This makes this bank statements not match the kashflow ones.

Guest over 7 years ago in IRIS KashFlow / Bank 0 Acknowledged

1 VOTE

Start dates on ALL bank accounts

This would really help when trying to identify the source of problems in balances and reconciliations. If it's possible for the primary account it should be available for others

Amy over 7 years ago in IRIS KashFlow / Bank 0 Acknowledged

1 VOTE

Bank transfers by type

A way to display bank transfers from multiple accounts which have the same type. Either in the bank tab (preferred) or as a report.

Amy over 7 years ago in IRIS KashFlow / Bank 0 Acknowledged

2 VOTE

Bank transactions filter

Please can you introduce a filter for bank transactions. It's a laborious task when you have to edit multiple transactions of a similar nature spread across multiple dates, a simple filter on the comment would be a great start. It would also be hu...

Ryan T over 7 years ago in IRIS KashFlow / Bank 0 Acknowledged

4 VOTE

Please allow entry of old dates for bank statement reconciliations should any after-date adjustments occur, eg re-allocation of supplier payments

No description provided

Guest over 7 years ago in IRIS KashFlow / Bank 1 Acknowledged

3 VOTE

Show invoice outstanding balance on matching screen

I would like the invoice balance outstanding (balance left to pay) to appear on the matching screen, when assigning bank payments to an invoice. It currently shows the invoice total, rather than the balance left to pay, which isn't very useful, as...

Heulwen Thomas over 7 years ago in IRIS KashFlow / Bank 0 Acknowledged

2 VOTE

Bank Feeds - Show actual invoice/purchase dates as well as due dates when matching

No description provided

Guest almost 8 years ago in IRIS KashFlow / Bank 0 Acknowledged

3 VOTE

New bank feed matching rules causing annoyance

Hi, a recent "enhancement" to the matching process has been to extend the options for searching for an unpaid invoice, which now includes Overdue (part paid) Overdue etc, where as before the option was just "unpaid". At the point of matching, clie...

Guest almost 8 years ago in IRIS KashFlow / Bank 2 Acknowledged

2 VOTE

Purchase Sub-Codes in BANK

The ability to use purchase sub-codes when adding purchases through the Bank option. At present we can do this through Purchases but there is no way to assign a sub-code, only the main nominal code.

Guest almost 8 years ago in IRIS KashFlow / Bank 0 Acknowledged

1 VOTE

Colored filters / highlights that can be applied to bank statements according to criteria.

When reviewing bank statements in Kashflow it is sometimes irritating to have to select an entry and open up the more details section in order to see Vat percentage and amount. Having an optional filter would enable users to quickly highlight tran...

Guest almost 8 years ago in IRIS KashFlow / Bank 0 Acknowledged

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