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2 Vote

Monthly P/L showing all months to date

Your support team member Chris Wilkes suggested I put this forward: P/L account - year broken down by months including %. Most other programs I have used allow this and I find it very useful for easy comparison and forecasting.

Created 29 Jan 09:48am by Guest

IRIS KashFlow / Reports

0 Acknowledged
2 Vote

Aged Creditors and Activity Reports at Project Level

We are a property developer with multiple development sites and we create a new Project within Kashflow for each development site. We always add a Project to each purchase invoice, however we then find it very difficult to extract information by p...

Created 21 Dec 03:52pm by Michelle Bennett

IRIS KashFlow / Reports

0 Acknowledged
2 Vote

A trail balance that prints opening balances only

I would like to be able to print a trail balance at the start of the year that shows only the opening balances. At the moment I have been advised that if there are transactions on the first day of trade that these will also be included in this rep...

Created 30 Oct 01:10pm by Guest

IRIS KashFlow / Reports

0 Acknowledged
2 Vote

Consider bank transfer on the Unreconciled Bank Transaction Report

If the bank transfer has been reconciled then do not include on the report, if it hasn't been reconciled then include on the report.

Created 6 Oct 08:47am by Natasha Chryssafi

IRIS KashFlow / Reports

0 Acknowledged
2 Vote

Notes/comments in activity reports

It would be great if activity reports would show notes/comments for purchases, as they currently do for bank transfers. Presently, adding comments or descriptions is only possible after importing the csv file.

Created 24 Aug 09:18am by Amy

IRIS KashFlow / Reports

0 Acknowledged
2 Vote

Purchase Order Report

I would like to have a purchase order report the exact same as we have for sales orders. This would enable me to cross reference my sales orders against the purchase orders

Created 15 Aug 09:22am by Guest

IRIS KashFlow / Reports

0 Acknowledged
2 Vote

Unassigned Departments Report

To retrieve information which shows me a list of all items not assigned to a department

Created 18 Jul 07:33am by Guest

IRIS KashFlow / Reports

0 Acknowledged
2 Vote

Date range to be the same from Profit and loss report to the nominal code breakdown

When entering the date range for the profit and loss or balance sheet report and then looking at the different nominal codes ie: sales, the date range changes. It would be of great help if it could copy the date range across.

Created 17 Jul 12:42pm by Emma Ransom

IRIS KashFlow / Reports

0 Acknowledged
2 Vote

it would help if i could look at purchase invoices by month, further back than last month

it would make it easier for me to check creditors due for payment

Created 3 Jul 01:17pm by Guest

IRIS KashFlow / Reports

0 Acknowledged
2 Vote

Ability to have stock value reports based on cost price rather than sales price

At the end of the year my Acccountant asks for the stocktake to be with cost figures and I have to trawl through all the invoice to work it out - It would save me a lot of time.

Created 30 Jun 09:28am by Tony Grantham

IRIS KashFlow / Reports

2 Acknowledged