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My Ideas: Reports

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No way of checking unsubmitted VAT periods on new VAT report

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...
Guest almost 6 years ago in IRIS KashFlow / Reports 1 Acknowledged

0% & N/A report

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...
Heulwen Thomas almost 6 years ago in IRIS KashFlow / Reports 1 Acknowledged

nominal code allocation for certain keywords

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...
CEO almost 6 years ago in IRIS KashFlow / Reports 2 Acknowledged

Add Project to Activity Report

It would be useful to see in the activity report which project an item was assigned to.
Guest about 6 years ago in IRIS KashFlow / Reports 0 Acknowledged

Report showing transaction for customers and specfic products by sales volume/value of order.

This would be helpful for targeting regular customers with offers for specific products who order in larger quantities
Guest about 6 years ago in IRIS KashFlow / Reports 0 Acknowledged

Remove report option for basic level user

We have set up a new user at basic level but need to remove reports option. This allows for staff member to see reports which shows salaries, profit & loss and expenditure etc. Can this be done?
Julie Aitken about 6 years ago in IRIS KashFlow / Reports 0 Acknowledged

Sales by country / region.. BREXIT

In the run up to Brexit, there have been a number of changes to insurance policy (of course) and you all know this means added cost for business'. If you are involved in sales outside the UK you need to know what percentages go where. I use report...
Mark Woodward about 6 years ago in IRIS KashFlow / Reports 0 Acknowledged

TOMS VAT

Require TOMS VAT input for digital VAT returns at present use a spreadsheet - can this be added?
Guest about 6 years ago in IRIS KashFlow / Reports 0 Acknowledged

Phased balance sheet like p&l phased

No description provided
Guest about 6 years ago in IRIS KashFlow / Reports 1 Acknowledged

Quote Reporting - to mirror "Unpaid Invoice" Report

The unpaid invoice report is very useful for credit control as it displays all notes made against the invoice in date order. The same information for quotes would be very useful in following up. To be able to see when the notes for all quotes se...
Guest about 6 years ago in IRIS KashFlow / Reports 0 Acknowledged