Accounting Software Features

Banking

Keeping track of your bank accounts is essential – here are some of the features in KashFlow accounting software to help you do just that.

• Multiple Accounts

  Set up as many bank accounts as you like. Each one can be named anything you like and you can choose from a list of logos to make it quickly identifiable by sight.

• Balance on Dashboard

  When you first log in to the accounting software you see a dashboard with a financial summary. This includes your bank balances and a graph showing the historical balance.

• Reconciliation

  Any easy-to-use process for matching your actual bank statement with what’s shown in the software.

• Upload / Download

  Upload or download bank transaction information to/from CSV files.

• Transfers

  Quickly record transfers from one bank account to another.

• Repeat Transactions

  Set up bank transactions to be automatically created at regular intervals.

• Transaction Locking

  Lock all transaction on a bank account prior to a certain date to make sure you don’t accidentally change anything you shouldn’t.

• Cash Accounts

  Support for virtual bank accounts to represent cash on hand.