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My Ideas: Reports

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Activity Reports

Please can you revert the activity report to how it was! The breakdown can be seen on the audit trail, but what the report has provided for years is a list of all the invoices raised over a period. A report which was pivotal for our company. Pleas...
Guest almost 6 years ago in IRIS KashFlow / Reports 0 Already exists

Activity report (sales) has changed suddenly- need old version please

Activity Report - Sales - as of 21/2/19 has line by line breakdown by type. This creates a very messy and disjointed report. A sale with several line items and different "types" does not appear in the list together as it is grouped by type. We use...
Guest almost 6 years ago in IRIS KashFlow / Reports 0 Already exists

Switch off SA103 data collection and account mapping

We are a charity and file our accounts with the Charity Commission and if needed file corporation tax returns to HMRC. We are an organisation, not a self employed business so don't need remincers that "Kashflow found some discrepancies in your map...
Richard Cosier almost 6 years ago in IRIS KashFlow / Reports 2 Acknowledged

0% and N/A VAT Transaction Report should use payment date as filter if Cash Accounting used

The 0% and N/A VAT Transaction Report is very useful as a check that the correct VAT code is specified - this may be more important with MTD. However, the report is filtered based on the receipt/invoice date. However, for users using VAT **cash ac...
Guest almost 6 years ago in IRIS KashFlow / Reports 0 Acknowledged

Running balance on Activity report

It would be great and vital for Auditing purposes if we can have a "running balance" option in the activity report creation screen. Auditors usually need opening and closing balance to reconcile on their side.
Guest almost 6 years ago in IRIS KashFlow / Reports 0 Acknowledged

Profit & Loss

When i create a project, it consists of one sales invoice and 30+ purchase invoices. So when i run a report for profit and loss for that project, it will show me the Turnover, Less Costs of Sales and any expenses. which is correct. However in my L...
Guest almost 6 years ago in IRIS KashFlow / Reports 0 Acknowledged

Default "Action" in VAT report panel

Following an issue with the date range on our KashFlow VAT report screen today. I have the following observation about the "Actions" menu on the right hand side of the VAT report panel. Here is my remark, made to your support desk, after we had re...
Guest almost 6 years ago in IRIS KashFlow / Reports 1

Change the VAT reports back to how they used to be - new ones are rubbish

The VAT detail report no longer shows the net amounts next to the VAT amounts for boxes 1 & 4... after downloading the detail to review the calc & ensure kashflow is correct - which it isn't always I would like to point out... - I can't ev...
Guest almost 6 years ago in IRIS KashFlow / Reports 7

when running an activity report it would be handy to see the payment methods ie bacs/debit card/cheque?

No description provided
Guest almost 6 years ago in IRIS KashFlow / Reports 0 Acknowledged

VAT Return Download

The VAT "View" function now means you have to view/download the Summary and Detail separately. Can you please change or add a new function so you can download both together!
Steve McGregor almost 6 years ago in IRIS KashFlow / Reports 0 Acknowledged