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My Ideas: Reports

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Invoices issued list as CSV with Customer Names

This would be great to be able to transfer this data to a cashflow forecast.
Guest almost 6 years ago in IRIS KashFlow / Reports 0 New

Report generated by Paid date not Invoice date

I am generating a spreadsheet which shows Predictive and Actual spend per project per month. I need a report that shows what the actual spend was per project per month. Currently, Kashflow can show a Materials spend per project per month in the No...
Guest almost 6 years ago in IRIS KashFlow / Reports 0 New

add addition section to profit loss

all users of kashflow it would be helpful if we could have an extra section tp P&l where able to show dividend and corporation tax not just in expenses so the P&l would show net profit then a profit after tax and dividend
Guest almost 6 years ago in IRIS KashFlow / Reports 0 New

Invoice List Report should not be limited to 10

It would be nice to be able to run a report of invoices raised for the month. The existing report is limited to 10 invoices. Sometimes we raise more than 10 invoices in one day, so this report is worse than useless.
Anna Hales almost 6 years ago in IRIS KashFlow / Reports 1 New

Option to input mileage at different frequencies

One of the clear Unique Selling Points (USPs) for Cloud Accounting is that it reduces the amount of time to complete the task if otherwise completed manually. It seems this has been achieved on the Accountants side of your platform but is seriousl...
Guest almost 6 years ago in IRIS KashFlow / Reports 0 New

Report to show sales 'totals' based on 'product code' (not just sales code) all in one spreadsheet!!!!

At present the total number of products sold in a time frame can only be shown one product at a time in the sales history. This is very time consuming analysis if you have many products. Alternatively you can view income by product but it doesn't...
Nick Robinson almost 6 years ago in IRIS KashFlow / Reports 0 New

P&L report for cash accounting

Any business who runs a cash accounting business would find this useful. The VAT return takes this into account, but the P&L is currently a traditional report based on invoice raised, Whilst the Business activity report helps, it would be very...
Guest about 6 years ago in IRIS KashFlow / Reports 0 New

Unreconciled Transactions Report Export to CSV

Add button to "Export to CSV" for Unreconciled Transactions Report.Possibly a formatted print button too.
George Ross about 6 years ago in IRIS KashFlow / Reports 1 New

Custom reports

We need more flexibility to drill down into data easily and quickly from within the application. My accountant needs more flexibility in reporting within the nominal ledger but this isn’t possible. Whilst it’s possible to add an extra field to cus...
Guest about 6 years ago in IRIS KashFlow / Reports 0 New

Access non-VAT items paid through the bank.

We operate, in effect, a cash accounting VAT system in that all transactions are only recorded in the bank accounts. It would be helpful to be able to access these transactions and thus avoid potential errors occurring where VAT has inadvertently ...
Guest about 6 years ago in IRIS KashFlow / Reports 0 New