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Status Acknowledged
Product IRIS KashFlow
Categories Bank
Created by Guest
Created on Dec 10, 2017

Bank details

There is very little bank details that can be stored as standing data within Kashflow, as a minimum we need to be able to put account number and sort-code.

Additional information should really be SWIFT code and IBAN number, overdraft limit and renewal date.

It is silly having to store these elsewhere, much easier to have in one place.

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  • James Towers
    Reply
    |
    Feb 27, 2018

    Similar fields would be useful when a Bank Account is being used for a Credit Card account. It would also be useful to see figures for total used and unused credit (card debt / overdraft etc) across accounts.