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...
Option to exclude archived accounts in the dashboard
When an account has been reconciled with zero balance and the account closed, I can archive it in Kashflow. I really don't need to see those accounts and zero balances in the dashboard.
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?
I would like to view Project reports with a breakdown of Net, VAT & Gross, also that only the part of a purchase invoice is allocated to the project it belongs to.
It would also be useful if all bank transactions were picked up by Project in...
I have found that when you email invoices, quotes, remittances , etc, by email the subject always says "invoices...…." even though your emailing quotes, remittances, etc. You physically have to change it to correspond with what you are sending. So...
Caroline Jones
over 5 years ago
in IRIS KashFlow
0
Acknowledged
Automated 'thank you for your payment' once accounts reconciled.
Customers have up to date confirmation of payment and we would not have to manually send a remittance advice per individual customer - I am currently having to send 100 individual emails.
Chris Wilkes (KashFlow Support) May 28, 2022, 19:22 GMT+1 Hi Iain, Thanks for getting in touch. I am afraid that at the moment this feature is not something that we are able to offer. This does seem like a good idea though so it would be great if ...
0
Acknowledged
