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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

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 over 7 years ago in IRIS KashFlow / Bank 2 Acknowledged

2 VOTE

We wish to match several transactions to one nominal code so we don't have to match many transactions individually?

In the matching (Import) screen, we wish to match several transactions to one nominal code so we don't have to match many transactions individually?

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

3 VOTE

Please Add Danske Bank: www.danskebank.co.uk to your list of linked banks.

It means manually downloading data from bank.

Guest almost 8 years ago in IRIS KashFlow / Bank 2 Will not implement

1 VOTE

Add details to a transaction created via bank feeds

It would be useful to be able to add details when creating a transaction via bank feeds. At the moment it only imports the bank transaction payee (e.g. amazon).

Nikki Drake over 2 years ago in IRIS KashFlow / Bank 0 New

3 VOTE

Allow matching of debit transactions against credit notes from the bank account to avoid a cumbersome manual process

The current bank account interface only shows Invoices or purchases and Credits therefore have to be reentered from the Credit Note Refund option; it is not even possible to match debits against the credit note.

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

3 VOTE

Add attachment icon column on the bank transaction page.

Would be good to have the attachment icon column on the bank transactions page. This would allow us to see at a glance that a receipt has been uploaded for an outgoing payment when reconciling.

Guest almost 8 years ago in IRIS KashFlow / Bank 1 Acknowledged

2 VOTE

add a feature to completely remove transactions

I manually import bank statements onto kashflow and sometimes I am unsure what to match the transaction with so I move it to ignored feeds just temporarily. When I was getting used to the software Uploaded statements without matching them and jus...

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

2 VOTE

Allow a batch payment to attach to more than 100 purchases.

A batch payment only allows you to attach 100 purchases. this is not enough and so then you have to leave the balance uncleared and manually enter each one. really not ideal. how long would this take to resolve?

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

1 VOTE

Import JPEG pictures of bank statements (Eg a general photo of a paper bank statement with our client's carpet in the background) into KASHFLOW from SNAP

I would like to be able to import JPEG pictures of bank statements (Eg a general photo of a paper bank statement with our client's carpet in the background) into KASHFLOW from SNAP? The objective is to capture the data on the bank statement and im...

Guest over 2 years ago in IRIS KashFlow / Bank 0 New

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