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Add New Bank Account

This article describes how to create a new bank account in KashFlow. Creating the Account To create a new bank account go to Bank > Add New Account and enter in the following; Basic Information Name – Give this account a unique identifying name, i.e. “RBS Business Current Account” Account Code…

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Amazon

If you sell via Amazon then you’ll find they usually retain all of the money for your sales and then send you a payment to settle what you are owed for those sales, less Amazons fees and commission. This guidance advises on how we suggest you deal with this scenario in…

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Bank Balance Does Not Match Reports

You may find that when you look at a Balance Sheet or Trial Balance report, the balance shown for your bank account(s) doesn’t match the balance shown for the account elsewhere in KashFlow (such as the Overview page or under the Bank tab). There are two possible causes for this. Amount entered as a…

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Bank Feeds

The KashFlow bank feeds service allows you to connect to your online banking service and import your transactions directly from there into your KashFlow account, saving you time and ensuring accuracy. Previously, to import transactions from your bank you would have to use our bank transactions CSV importer. This requires…

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Bank Feeds – Accountants

With bank feeds, we’ve introduced a unique feature to KashFlow Connect that allows you full control over what clients do or don’t have access to bank feeds. We’ve introduced these options in IRIS KashFlow Connect. Setting all new clients to have bank feeds enabled or disabled by default When creating…

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Bank Feeds – Choosing your source

You have a choice of where you want your bank feed transactions to come from. Selecting your source When you activate bank feeds on your bank account in KashFlow, you’ll be taken to a setup screen to choose where you want your bank transactions to come from. You can choose between…

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Bank Feeds – CSV format

Most banks allow you to download your transactions or statement in CSV format. You can use that file as a source of transactions for your bank feed.   Template You will need to make sure the transactions you want to upload match the format KashFlow expects. Sample file: BankTransactionsSample.csv The bank feeds…

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