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Automatic Bank Feed

If importing bank transactions can be automated or semi-automated (like PayPal at the moment) that would be fantastic!
  • KashFlow Product Manager
  • Jan 10 2017
  • Complete
  • Jan 10, 2017

    Admin Response

    Hi there, We're happy to annouce that the second phase of bank feeds is now live and allows you to create invoices, purchases and bank transactions using the information fed in by your bank, and also to assign payments directly to invoices, purchases and existing transactions. We've got a knowledge base article available at http://www.kashflow.com/akademy/kb/bank-feeds with a video of the new functionality and set up instructions. We're really excited about these developments and have a lot of new functionality in the pipeline coming very soon. The next phase of bank feeds will be 'auto matching' - this will intelligently create/assign and allow you to create custom rules - we'll have more information on that available shortly. - Steven
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