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My Ideas: Reports

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XLS format for reports

As well as CSV could the option of XLS format be available? Time saving would be significant to avoid tailoring and resaving CSV files.
Guest over 8 years ago in IRIS KashFlow / Reports 0 Acknowledged

EC Sales list

When you submit an EC sales list, if there are any errors on it this doesn't become apparent until you get an email from HMRC that there was a problem. You then can't resubmit the EC sales list after you have corrected the error. Could I suggest o...
Guest over 8 years ago in IRIS KashFlow / Reports 0 Acknowledged

Multi currency reports

Kashflow needs to have the facility to issue multi currency reports, showing the original currency, and the translated currency in the same report.
Guest almost 3 years ago in IRIS KashFlow / Reports 0 New

Balance Sheet to be brought into line with accounting principles

Your balance sheet report doers not comply with accounting practice. It has only "current" assets and liabilities. The categories of fixed asset, current assets etc need to be expanded to allow for chart of account items to be placed in "Long-Term...
Guest almost 6 years ago in IRIS KashFlow / Reports 0 Acknowledged

BUG - EC Sales List Export

The EC sales list export cannot be uploaded as is to the HMRC website. Errors meant I had to edit this before uploading it to the HMRC site. a) The Country code gets repeated in the VAT number (so HMRC reports incorrect VAT number)b) The amount co...
Rich Mellor almost 6 years ago in IRIS KashFlow / Reports 0 Acknowledged

Statements with specified invoices

Adding a tick box next to each invoice in order to select specific ones to add to a statement for clients who have more than one project.
Guest almost 6 years ago in IRIS KashFlow / Reports 0 Acknowledged

Create a report to show Sales code and a Product code

i need to be able to see the product codes under the main purchase codes as otherwise it’s all lumped into the main purchase code and is not useful when I need a breakdown. Ideally a new or included in nominal code or P&L reports Other softwar...
Guest almost 6 years ago in IRIS KashFlow / Reports 0 Acknowledged

Aged debtors/creditors Report to show the VAT on the outstanding amount as this helps when preparing accounts for a client that is on VAT cash basis

Useful as accounts are prepared on accrual basis and VAT on cash basis if chosen. Accountants will benefit when preparing accounts when client has done the bookkeeping.
Guest almost 6 years ago in IRIS KashFlow / Reports 0 Acknowledged

Easy way to see Unassigned transactions that appear in profit and loss

Hello currently it is not possible to see what the unassigned transactions that are listed in the profit and loss account and when you go from the profit and loss account figure to the listing. Instead - you have to individually select through wha...
Guest almost 6 years ago in IRIS KashFlow / Reports 0 Acknowledged

Option to include bank transactions on nominal export.

I need a full export of all transactions. My accountant asks for this each year, and its time consuming exporting the nominal report, then exporting each of the bank accounts transactions for the same date range to paste into the nominal export. A...
Guest almost 3 years ago in IRIS KashFlow / Reports 0 New