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My Ideas: Reports

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Not for profit accounting reports

I have been in a Trustees meeting of a not-for profit organisation and showed them the profit and loss account. They said that the charity commission will not want any accounts that show profit as an accounting objective. I think the issue is runn...
Guest over 5 years ago in IRIS KashFlow / Reports 0 Acknowledged

Easy way to see Unassigned transactions that appear in profit and loss

Hello currently it is not possible to see what the unassigned transactions that are listed in the profit and loss account and when you go from the profit and loss account figure to the listing. Instead - you have to individually select through wha...
Guest over 5 years ago in IRIS KashFlow / Reports 0 Acknowledged

Additional report: Cash Flow Statement

A Cash Flow Statement is a basic accounting report under FRS102, but is not yet available in KashFlow. It would be very helpful if it were available as a Report, especially as it is not easy to work out manually, although it can be calculated from...
Guest over 5 years ago in IRIS KashFlow / Reports 0 Acknowledged

Nominal Ledger: optionally display only codes which have transactions.

I would like to have a list of transactions arranged by transaction code, but only including those codes where there are any transactions to report. The first page of the Nominal Ledger report setup allows me to choose which codes to include in th...
Guest over 5 years ago in IRIS KashFlow / Reports 0 Acknowledged

Improve the 0% and n/a VAT Report

Some suggestions to improve the vat exempt & zero rated report: Add the country of the customer, not just their name (and possibly highlight EU countries?) Where the customer has a VAT number - even if I charged them VAT, I see a line in this...
Rich Mellor over 5 years ago in IRIS KashFlow / Reports 1 Acknowledged

Customise Reports

I would like to view Project reports with a breakdown of Net, VAT & Gross, also that only the part of a purchase invoice is allocated to the project it belongs to. It would also be useful if all bank transactions were picked up by Project in...
Michelle Pierce over 5 years ago in IRIS KashFlow / Reports 0 Acknowledged

Improve reporting for total Sales income for all customers

Would be really helpful to run a report showing all customer sales for current and past 2 years so can see trends up/down. Current activity reporting and the income per customer reporting does not easily provide this information. The reports have ...
Guest over 5 years ago in IRIS KashFlow / Reports 0 Acknowledged

Average time it takes customers to pay invoices report

I would like to see how long our debtors are taking to pay us per individual customer This used to be a feature on the old kashflow - you could look at a customer history of payments and kf gave you the average time it takes the customer to pay
CLAIRE Laidlaw over 5 years ago in IRIS KashFlow / Reports 4 Acknowledged

CT showing as SA tax

I run my business through a non VAT registered limited company. How do I change settings so that the Taxes - Self Assessment tab shows Company Corporation Tax ; or better still how it could show my wages dividends and directors current account dra...
Guest over 5 years ago in IRIS KashFlow / Reports 1 Acknowledged

VAT split on Aged Debtors and Creditors reports

It would be very useful to be able to see the VAT outstanding on Aged Debtors and Creditors reports so that we can easily identify VAT outstanding at the year-end for cash accounting clients.
Sarah Everist over 5 years ago in IRIS KashFlow / Reports 3 Acknowledged