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2 Vote

Activity report (sales) has changed suddenly- need old version please

Activity Report - Sales - as of 21/2/19 has line by line breakdown by type. This creates a very messy and disjointed report. A sale with several line items and different "types" does not appear in the list together as it is grouped by type. We use...

Created 22 Feb 12:43 by Guest

IRIS KashFlow / Reports

0 Already exists
2 Vote

Profit & Loss

When i create a project, it consists of one sales invoice and 30+ purchase invoices. So when i run a report for profit and loss for that project, it will show me the Turnover, Less Costs of Sales and any expenses. which is correct. However in my L...

Created 05 Feb 11:39 by Guest

IRIS KashFlow / Reports

0 Acknowledged
2 Vote

VAT Return Download

The VAT "View" function now means you have to view/download the Summary and Detail separately. Can you please change or add a new function so you can download both together!

Created 01 Feb 10:11 by Steve McGregor

IRIS KashFlow / Reports

0 Acknowledged
1 Vote

A Report to account for Paypal charges

Paypal transactions can be imported fine, with the fees. But we can't find out how much they all add up to with a Report. They get assigned a bank code so it should be quite straightforward, all the best Ash

Created 12 Dec 08:20 by Ash Pearson

IRIS KashFlow / Reports

0 New
2 Vote

Phased balance sheet like p&l phased

No description provided

Created 23 Nov 23:05 by Guest

IRIS KashFlow / Reports

1 Acknowledged
2 Vote

Quote Reporting - to mirror "Unpaid Invoice" Report

The unpaid invoice report is very useful for credit control as it displays all notes made against the invoice in date order. The same information for quotes would be very useful in following up. To be able to see when the notes for all quotes se...

Created 22 Nov 12:11 by Guest

IRIS KashFlow / Reports

0 Acknowledged
1 Vote

auto emails must show the company name

I have 20 clients on kashflow and occasionaly I get an auto email that alerts me to something and it tells me to log in to kashflow.......but it does NOT tell me which company to log in to. Then I have to seach every company to try and find out wh...

Created 04 Nov 12:52 by Guest

IRIS KashFlow / Reports

0 New
2 Vote

Ability to view log on details of Kashflow Account - Security Issue

I have been told by support that it is not possible to view log on/transaction/log out details of access to your Kashflow account.I feel this is extremely necessary from a security point of view. As an Admin User I should be able to log in my Kash...

Created 22 Oct 12:15 by Guest

IRIS KashFlow / Reports

1 Acknowledged
2 Vote

Company Name to appear on all reports

Company name should appear on all reports, in a busy office where we are all using Kashflow, reports can get mixed up

Created 27 Sep 14:01 by Gina MacGregor

IRIS KashFlow / Reports

0 Acknowledged
2 Vote

Add Project codes to the data csv export for sales and purchase invoices

Presently I have diligently being inputting Sales and Purchase invoices into Kashflow but now wish to transfer that data elsewhere only to find that it is impossible to do so.

Created 26 Sep 12:33 by Guest

IRIS KashFlow / Reports

0 Acknowledged