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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 almost 5 years ago in IRIS KashFlow / Bank 2 New

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

Vat rate on the bank transactions

When you create a transaction on the bank feed and select the nominal like wages or paye/ni payment etc would be ideal to see the vat amount or rate after this has been matched in order to double check your work. I find annoying that if I want to ...

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

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

1 VOTE

not an idea just another moan about kashflow

Why!, on bank feeds do particular transactions not show on their specific date they are debited. What I mean is, i have examples of a payment of the 26th April 2022 which unless you show the range of 19th to 27th April, bizzarely it appears. But i...

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

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 over 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 about 8 years ago in IRIS KashFlow / Bank 2 Will not implement

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 about 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 about 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

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