My Ideas: Reports

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Detailed VAT report to show transaction detail

This would be a benefit for a partial exemption calculation. Also to check that you have not claimed VAT where it should not be claimed.

Guest almost 6 years ago in IRIS KashFlow / Reports 0 Acknowledged

1 VOTE

Only show invoice total

When quoting for work, there may be 6-20 different elements that make up the quotation which then total the quotation amount. However, we only want the customer to view the total amount, but see the breakdown of what is included. Can it be possibl...

Guest almost 6 years ago in IRIS KashFlow / Reports 0 Acknowledged

3 VOTE

Reinstate both net and VAT amounts on same line of VAT return calculations download

The recent updates to the VAT return represent a loss of functionality. The previous version where net amount and VAT amount where logged on the same spreadsheet line enabled a useful cross check that everything was correct. Now they are listed in...

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

6 VOTE

Bring back CSV download of VAT return calculations

I need to check these calculations, as we have different rates, and I have found errors in the past . I now have to look back through a whole quarter's invoices and receipts to check them!

Guest almost 6 years ago in IRIS KashFlow / Reports 0 Acknowledged

3 VOTE

Don't include archived customers and suppliers in customer and supplier report

When running a report of all customers or all suppliers it would be really useful to be able to select whether to include archived customers and suppliers or not. At the moment you can run a full list or a list of those who have transactions betwe...

Rob Mack almost 6 years ago in IRIS KashFlow / Reports 0 Acknowledged

2 VOTE

Don't include archived customers and suppliers in customer and supplier report

Rob Mack almost 6 years ago in IRIS KashFlow / Reports 0 Acknowledged

2 VOTE

to include a sales/purchase day book report

The package needs a simple sales/purchase day book report that gives customer name, date, invoice no, description, net, VAT, Total. It could also include posting reference number and date. The listings you currently have do not give a simple one l...

Guest almost 6 years ago in IRIS KashFlow / Reports 0 Acknowledged

1 VOTE

More flexibility with the PM report eg. date range to be selectable

The global report is too broad, date ranges (at a minimum) would allow us to see profitability year upon year.

Guest almost 6 years ago in IRIS KashFlow / Reports 0 Acknowledged

2 VOTE

Reports not loading correctly

Generating the Trial Balance or VAT reports has a fault. The reports load in a strange format. Please review the Reports as they look terrible.

Guest almost 6 years ago in IRIS KashFlow / Reports 0 Acknowledged

1 VOTE

Historical Stock Listing with valuation at cost.

To check the stock at the year end if it was not taken or was lost before the accounts were prepared

Guest almost 6 years ago in IRIS KashFlow / Reports 0 Acknowledged

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