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How does the Kashflow banking function work?

How does the Kashflow banking function work?

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Does the Kashflow banking function work in the same way as Xero and Clear Books, in that you can import the bank transactions and then match them up to sales and purchase invoices that you have already created in the ledger? If so, does Kashflow suggest matches like Xero and CB do?

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Teignmouth
By Paul Scholes
01st Sep 2016 15:42

Hi chatman - yes, direct feeds are via Yodlee and in recent months I think they have updated their awful csv import to enable the traditional matching or entry creation, previously only possible on the bank feeds

https://www.kashflow.com/support/kb/bankfeeds-csv/
https://www.kashflow.com/support/kb/bank-feeds-step-3/

I'm still waiting for my KF client to come back to me after she used it for the first time, but in theory it looks similar to the other two.

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By chatman
01st Sep 2016 15:55

Thanks Paul

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By chatman
01st Sep 2016 16:56

Do you know if there are any help pages on the match/create procedure Paul?

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Teignmouth
By Paul Scholes
01st Sep 2016 17:19

look at the 2nd link -match/assign

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By chatman
01st Sep 2016 17:25

Doh! Thanks.

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Brunel
By Brunel
01st Sep 2016 21:29

I have clients using it with Santander and Natwest. In both cases the feed import seems to lag behind the online banking statement.

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