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2 Vote

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 c...

Created 9 Oct 01:44pm by Rich Mellor

IRIS KashFlow / Reports

0 Acknowledged
2 Vote

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.

Created 8 Oct 12:01pm by Guest

IRIS KashFlow / Reports

0 Acknowledged
2 Vote

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...

Created 3 Oct 11:42am by Guest

IRIS KashFlow / Reports

0 Acknowledged
2 Vote

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.

Created 19 Sep 09:25am by Guest

IRIS KashFlow / Reports

0 Acknowledged
2 Vote

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...

Created 31 Aug 12:52pm by Guest

IRIS KashFlow / Reports

0 Acknowledged
2 Vote

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 t...

Created 10 Aug 11:01am by Rich Mellor

IRIS KashFlow / Reports

1 Acknowledged
2 Vote

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 ...

Created 29 Jul 01:50pm by Michelle Pierce

IRIS KashFlow / Reports

0 Acknowledged
2 Vote

Reporting using additional purchase extra ref field or custom customer field

Kashflow has the ability to add extra reference fields for purchased or custom customer fields but no reports not even the audit trail details these references, nowhere can i see where you then see these reference fields again, what is the point i...

Created 21 May 11:44am by Louisa

IRIS KashFlow / Reports

0 Acknowledged
2 Vote

Can't see 2018 VAT reports

I can see 2017 and 2019 VAT reports but when selecting 2018, the system hangs for 30 seconds and gives the following error: "Oops! Something went wrong. Our dev team has been notified about it. Please refresh your browser session."

Created 23 Apr 08:37pm by Guest

IRIS KashFlow / Reports

3 Acknowledged
2 Vote

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.

Created 16 Apr 09:37am by Guest

IRIS KashFlow / Reports

0 Acknowledged