My Ideas: Reports

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.

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...

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...

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...

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!

Unfortunately with the new update of the VAT report, it appears you are now unable to create a report for reference on periods you have not previously submitted to HMRC via KashFlow. Having used KF since 2017-18, but not submitting the VAT reports...

Following the release last night, I notice the following report is now available; ‘0% and N/A Sales Tax Transactions’ – the wording of this report is miss-leading, it should just say ‘0% and N/A Tax Transactions’ as it show sales and purchases, no...

When payments come in from an outside source such as Shopify, currently the code is set at 9998 (other) which causes me problems as I then have to recode everything. Could you possibly have certain descriptive keywords which auto-allocate the item...

It would be useful to see in the activity report which project an item was assigned to.