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My Ideas: Reports

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Subtotals on the Debtors and Creditors reports

Following a recent update to the debtors and creditors reports I find that for the detailed reports - the subtotals for of each account and each time period no longer appear...this was a useful feature for us and we are looking to see it re-instat...
Guest about 8 years ago in IRIS KashFlow / Reports 1 Released

Aged debtors report does not agree to trial balance

The aged debtors list is not picking up payments on account until the invoice date matches the aged debtors report date e.g payment made 28.3, inv date 1.4. the aged debtors report dated 31.3 will not show the payment, but the trial balance does.
Guest about 8 years ago in IRIS KashFlow / Reports 0 Released

Totals to be added to the new aged creditor and debtor reports

The new reports that have been built for the Aged Creditors and the Aged Debtors are quite unusable. Please could you add a tick box so that the reports can show sub totals of each invoice per month as now i have to download the report into excel ...
Guest about 8 years ago in IRIS KashFlow / Reports 3 Released

CIS Suffered

Ridiculous Kashflow isn't able to submit CIS deductions; if we'd realised this we wouldn't be recommending it to our clients, we'll now be recommending another software as basic tools reporting is inadequate
Guest over 8 years ago in KashFlow Payroll / Reports 3 Released

I need to be able to print out quarterly reports of each separate VAT Rate for a Client on a Retail Scheme

VAT Retail Scheme
Guest over 8 years ago in IRIS KashFlow / Reports 0 Released

Report for Un-reconciled transactions

Report for Un-reconciled transactions so you can find out what has happened to them. Also to verify figures.
Guest over 8 years ago in IRIS KashFlow / Reports 1 Released

Sales reports

I a man looking for a daily sales report so that I can keep a track of sales. At the moment the only sales report that is available is one after the order has been invoiced. Can we have a sales report for non invoiced daily sales orders please
Guest over 8 years ago in IRIS KashFlow / Reports 5 Released

Send a copy of reports as they appear on the Kashflow screen rather than as a CSV

When asked to send a copy of a report from Kashflow, the CSV option is very unappealing and requires changes to make it user friendly. Why can we not save a copy of the report in a pdf format and attach this to an email to send? This looks far mor...
Guest over 8 years ago in IRIS KashFlow / Reports 1 Released

A report of all of the Chart of Accounts Codes that shows their Code, Type, Area and the SA103 clasification.

The SA103 classification for an item on the CoA is only available from the details page for the item. There is no way to review your setting regarding SA classification, except to go into each item one-by-one which is very time consuming. A report...
Guest over 8 years ago in IRIS KashFlow / Reports 1 Released

BEING ABLE TO PRINT OFF QUOTES AND TO BE ABLE TO PRINT A L IST OF QUOTES

BEING ABLE TO PRINT OFF QUOTES AND TO BE ABLE TO PRINT A L IST OF QUOTES
Guest over 8 years ago in IRIS KashFlow / Reports 1 Released