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 : Manual Upload : Download your bank statement from your bank, in CSV format. Then upload…
Read moreBank 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. Contents Download the CSV from your Bank Tutorial Video The CSV Template Editing the file with MAC OS Uploading…
Read moreThis article describes how to connect an online banking account to a KashFlow bank account. Open Banking; Important Information New EU requirements for the banking industry are coming into effect on 14th September 2019. This will affect all of KashFlow’s UK Banks connected via Yodlee. As a result, starting from…
Read moreAuto–Matching The bank page includes a graphical representation of your historical bank balance over the last 6 months and your up-to-date bank balance. To start off hit View/Add. By clicking on View/Add transactions you will see that the layout has changed. You have the facility to import transactions using the…
Read moreOnce you’ve imported your transactions from your bank, you’re ready to begin using the transactional data to create new invoices, purchases & bank transactions and allocating them to existing ones – this is called ‘Matching’ in KashFlow. Matching allows you to do two things – Create – using the create…
Read moreWe have taken onboard the feedback given on KashFlow Canvass since we launched the Bank Feeds service last year in order to improve the functionality and user experience. This article details the first phase of enhancements that has just been deployed into KashFlow. 1 >> Disable auto-matching and custom rules: To disable rules, you need…
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