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2 Vote

Invoice CSV export

Missing functionality from Kashflow. There is no option to download a report based on invoices issued between a set date in CSV format. All other bookkeeping software is able to do this. Report should be downloadable directly from invoicing screen...

Created 20 Jun 03:16pm by Guest

IRIS KashFlow / Reports

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2 Vote

Report for all Payments due at month end

I would like to be able to summarise ALL unpaid invoices for ALL customers but then filter this so that at month end I can export / print a report for ONLY the invoices I need to pay for the current period. Currently I can see ALL Unpaid invoices ...

Created 30 May 12:48pm by Guest

IRIS KashFlow / Reports

0 New
1 Vote

OSS/IOSS Reporting

We are KashFlow user from the Northern Ireland, and as of July 2021 EU extended One Stop Shop which was related to Digital services to the sales of goods. As a result we have to charge our European customers ( consumers) VAT rate that is applicabl...

Created 24 May 09:52pm by Guest

IRIS KashFlow / Reports

0 New
1 Vote

Produce P&L reports without client names.

A P&L report has many uses e.g. send to prospective buyers, proof of income for lending etc. I would like to have a report that does not include our client names. On many occassions I would like this to be kept confidential.

Created 5 May 01:04pm by Guest

IRIS KashFlow / Reports

0 New
2 Vote

Re-format statements

Would it be possible to include monthly sub totals on customer statements? Most companies offer 30 day net accounts, I therefore expect December invoices to be paid at the end of January. In Kashflow all we have on a statement is a running total s...

Created 11 Jan 11:23am by Guest

IRIS KashFlow / Reports

0 New
2 Vote

Add CSV Report for Sales by Sales Code / Product

At the moment, although you can produce a pie chart report of sales by sale code, there is no facility to export a CSV giving the details of sales by sale code and/or product. The existing CSV breaks down into individual sales for each item, which...

Created 4 Dec 08:35pm by Rich Mellor

IRIS KashFlow / Reports

0 New
2 Vote

A report with department (aka Project) data on the report

Totally confused why we can enter department/project data at a transaction level yet cannot run a report on that information. The simple addition of the column for department/project on the Audit Trail would be the answer.

Created 30 Nov 01:46pm by Guest

IRIS KashFlow / Reports

2 New
2 Vote

Quote List Print and Export facility

Each month I need to analyse how many quotes we have converted into sales. Unfortunately the Quote List cannot allow print or export currently.

Created 9 Sep 02:35pm by Guest

IRIS KashFlow / Reports

0 New
1 Vote

please could we have a multiple month profit and loss/balance sheet

a multiple month profit and loss would be so useful and save us so much time. clients want to be able to compare month on month, this is vital for monitoring costs/sales etc. this would save so much time, as it stand we have to populate our own sp...

Created 27 Jan 09:24am by Guest

IRIS KashFlow / Reports

0 New
4 Vote

I need a single report covering the P&L for a full year broken down by month without having to copy and paste each individual month to a spreadsheet

The full year P&L report should list each months activity and be customisable by date range to provide month by month comparisons without the need to download 12 monthly P&L reports. This will avoid the inevitable misalignment of nominal c...

Created 28 Sep 08:33am by Guest

IRIS KashFlow / Reports

0 New