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Bank

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Metro Bank Feeds

Please can you add feeds for Metro Bank. This is the 21st century, the UK permits rapid account switching, we need these bank feeds for our accounting software. Or should we go to elsewhere to a package that does support it?
Rob Compton over 3 years ago in IRIS KashFlow / Bank 1 Acknowledged

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 about 5 years ago in IRIS KashFlow / Bank 0 Acknowledged

Unable to activate csv uploads

When trying to activate CSV bank feeds a message appears at the top of the screen "primary contat email is blank or null" . Having checked the primary contact details and seeing it does have a valid email I contacted support on line. They just wan...
Guest over 5 years ago in IRIS KashFlow / Bank 2 Acknowledged

Create an Expense with two line items

To account for expenses that have zero and standard VAT rates, it would be easier to create an expense with two line items. This is possible when creating a purchase, but not an expense. This will allow expenses to be matched directly to the bank ...
Guest over 5 years ago in IRIS KashFlow / Bank 0 Acknowledged

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

Facility to import bank feed csv files without disconnecting live feeds

I find many times, especially when setting people up for the first time on Kashflow, that you need to get live bank feeds initially and then find out where they have imported back to and do a CSV import of the rest. As you need to have "dealt with...
Stephen Barker over 5 years ago in IRIS KashFlow / Bank 0 Acknowledged

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?
Guest over 5 years ago in IRIS KashFlow / Bank 0 Acknowledged

The list of bank codes on the new layout is very brief, forcing one to scroll through or start typing the code.

The longer list was much easier to navigate.
Guest over 5 years ago in IRIS KashFlow / Bank 0 Acknowledged

The new layout does not suggest a list of previously entered customers when you begin typing, as the old one did.

This was extremely useful, saving a lot of repeat typing.
Guest over 5 years ago in IRIS KashFlow / Bank 0 Acknowledged

Copy Matching Rules from one account to another.

... er that's it, simple as that. I recently changed bank account, and was 'rather disappointed' to find I have to re-enter all the matching rules - about 50 of them - into the new account.
Guest over 5 years ago in IRIS KashFlow / Bank 0 Acknowledged