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Let me describe the workflow in detail. Let's assume I have imported my bank transactions from csv and there is a deposit of 99.50 EUR. That deposit is for a payment made directly in my webstore so I don't have an invoice for it in KashFlow.

0. Edit the 99.50 money in transaction to have a correct VAT %
1. Click invoices
2. Click create new invoice
3. Several clicks in the create new invoice view
4. Click Bank
5. Click Add/View
6. Calculate in your head or external tool the amount you need to add to make the invoice paid. In this example it is 100 - 99.50 = 0.50.
7. Add new transaction for 0.50 EUR money in.
7.1 Edit the new transaction to have the correct VAT % (other vice the VAT calculations are screwd)
8. Add new transaction for 0.50 EUR money out.
9. Click the checkboxes for 99.50 EUR and 0.50 EUR money in transactions
10. Click Assign to Invoice
11. Select the correct invoice (which can be difficulty if you have multiple invoices open with the same amount because there is no invoice dates visible in the select view)
12. Click Assign Payments
13. Click the checkbox for the 0.50 EUR money out
14. Click Assign to Purchase
15. Create a new purchase for the transaction

The current way is terribly time consuming and requires a lot of manual work. And before you even can get to the work you need to figure out what the heck are you going to do handle the situation. Will you just change the amount of your invoice and do not care that your accounts are not showing the real truth. Or will you find this way of adding and removing small amounts that have not really ever been in your bank account and do not worry that your bank transaction list will get flooded with these virtual transactions.

KashFlow could make this very common situation a lot easier for the user. Let's now assume we have imported the same 99.50 EUR with csv and start the process in the ideal world.

1. Click the checkbox for the 99.50 EUR money in (we have just imported so we are in the bank view already)
2. Click Assign to Invoice
3. Click Create new Invoice (opens a dialog window to create a new invoice)
4. Several clicks in the create invoice view
5. Assign the Payment
6. KashFlow notices that the assigned payment is 0.50 short and ask to create a new virtual purchase for it (virtual because it will not create transactions into your bank transactions)
7. Click add new virtual purchase (opens a dialog window)
8. Create the purchase (If I had assigned several invoices then this step would be repeated.)
9. Click done.

It could be so much easier. And the user would not need to think his way through the problem of having 99.50 in the bank statement but 100 in the invoice. KashFlow offers a solution for it automatically. How nice would that be.

And just to mention. This very same situation comes with each of the invoices created in KashFlow where I use the online payment with Stripe. Stripe takes their fee before sending the money to my bank account. That means, if I had an invoice of 500 EUR Stripe will send only 495 EUR to my bank account. But KashFlow has already added a transaction of 500 EUR to my bank transactions and I need to manually remove it before starting that 17 step process for the invoice.

Hi Mika,

Let me run this past our development team and get some more advice on this for you. I will point out though that you do not need to create a new invoice manually each time, you can do this within the bank area by using the 'Create' option just next to Assign, which will create the invoice for you from the transaction you are currently managing.

Thanks,

Tom