Submit Idea
SUBMIT IDEA

Reports

Showing 294

Gross P&L

To run a gross profit and loss inclusive of VAT, if a company is hoping to fall under the VAT threshold, the current P&L is shows net of VAT requiring manual calculations however some sale items are exempt which can get complicated, & if t...
Guest about 2 years ago in IRIS KashFlow / Reports 0 New

Product code quantity monthly report

It would be very useful to be able to have a report to short quantity sold of each product sold in the month. there is not much point in recording this data in the Product Codes, which is what it is there for. It seams to me a very basic and funda...
Guest over 1 year ago in IRIS KashFlow / Reports 0 New

VAT detailed report to show what was actually submitted to HMRC for that particular VAT Return

It would be very useful if the VAT detailed Reports actually showed the figures that were submitted to HMRC for that particular VAT Return period. Since the last update it has become apparent that the total figures for the boxes on the VAT detail...
Melanie Vaughan over 5 years ago in IRIS KashFlow / Reports 1 Acknowledged

Global project report to be able to select dated to run it for all projects as i have over 50 projects

Global project report to run for specific dates for all of the projects
Guest almost 8 years ago in IRIS KashFlow / Reports 10 Acknowledged

unpaid invoices not added to SA form

Please could you give an option for unpaid invoices not to be added to Self Assessment report on kashflow.
Guest 9 months ago in IRIS KashFlow / Reports 0 New

Due dates on aged creditor report

It would be really helpful to see the due date of invoices on creditor reports . Not all invoices are due after 30 days and there is no way of knowing this from the report. You have to individually go into each invoice/supplier if you are not sure...
Guest over 1 year ago in IRIS KashFlow / Reports 0 New

Month by month Profit & Loss report (Separate columns)

We should be able to see how the business is doing on a monthly basis. At the moment, it is only possible to see P&L loss one month at a time or several months accumulated together. Would be good to see each month next to each other in separat...
Guest about 6 years ago in IRIS KashFlow / Reports 1 Acknowledged

Better initial date selection when drilling down in Balance sheet

When drill down to accounts from balance sheet the start date selection is currently not customizable. In my case this results in the date starting in 1970. I am advised that doing year end journals changes this but I do them each year so it seems...
Christina Spencer 10 months ago in IRIS KashFlow / Reports 0 New

Add a possibiliy to list (extract) only the credit notes issued in the certain period of time.

I was asked for all credit notes in 2022 and 2023 during an audit and it took me ages to extract them from KF activity. I was suggested by your customer service to use the list of invoices and filter by value, but in this case I could't chose a pe...
Guest over 1 year ago in IRIS KashFlow / Reports 0 New

Financial reports automatically populate with current accounting period

When running the financial reports it would be most helpful if the start date and end date would populate with the current accounting period.
Emma Ransom almost 8 years ago in IRIS KashFlow / Reports 1