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My Ideas: Reports

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Report that shows pending deliveries with a column that includes the purchase order number .

This would be helpful as when we run the stock overview report we can see that we have a lot of items pending delivery that we know we've had in, they've just mistakenly not been received in as it was a line that we didn't previously need to keep ...
Andrea over 5 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 over 5 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 over 5 years ago in IRIS KashFlow / Reports 0 Acknowledged

Nominal Ledger Favourite report

I run the nominal ledger report to see what is being spent to run the business outside of cost of sales. I find that I am always having to untick the same categories each time I want to run the report. It would be useful if you could save the sele...
Guest over 5 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 over 5 years ago in IRIS KashFlow / Reports 0 Acknowledged

Report on purchases by vat rate

useful for vat returns for breakdown of different vat rates and should be available when you do vat return
Guest over 5 years ago in IRIS KashFlow / Reports 0 Acknowledged

Profit/Loss Automated reports

As a small business its important to do the basics well. Keeping track of Profit/Loss is a simple way to ensure you are running at a profit. It would be useful to be able to generate reports at set intervals and have them emailed to you. For exa...
Guest over 5 years ago in IRIS KashFlow / Reports 1 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 over 5 years ago in IRIS KashFlow / Reports 0 Acknowledged

Make the "Monthly Sales Report" do what the description says

The description of this report is "This report will give you a spreadsheet containing total quantity and value of each product sold for each month." But the content it gives is not that. Instead, a spreadsheet of the values of different SALES CO...
Alex Gibson over 5 years ago in IRIS KashFlow / Reports 0 Acknowledged

Update Help on EC Sales List

I have recently registered for VAT and was wondering why my EC sales list was empty. I have customers where I had entered their VAT details and marked them as being in another EC country (not sure why you have to do that as you have already provid...
Rich Mellor over 5 years ago in IRIS KashFlow / Reports 1 Acknowledged