Converting Bank Transaction to Receipts Automatic code change

Another improvement to our accounting software based on feedback from our customers:

If you have a transaction in your bank account for money going out you can convert this to a receipt (or a Purchase Invoice in accountant-speak)

If the bank transaction is assigned to the code “Other” then it will be automatically changed to the suppliers default Outgoing Type.

This feature can be enabled or disabled in Settings -> Advanced Settings

See how IRIS KashFlow works with your business and your books