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1 Vote

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...

Created 28 Mar 08:46 by Christina Spencer

IRIS KashFlow / Reports

0 New
2 Vote

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...

Created 17 Aug 08:18 by Guest

IRIS KashFlow / Reports

0 New
3 Vote

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...

Created 03 Jan 15:01 by Guest

IRIS KashFlow / Reports

0 New
2 Vote

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...

Created 14 Jul 08:54 by Guest

IRIS KashFlow / Reports

0 New
8 Vote

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...

Created 18 Apr 13:55 by Melanie Vaughan

IRIS KashFlow / Reports

1 Acknowledged
2 Vote

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...

Created 14 Jun 08:53 by Guest

IRIS KashFlow / Reports

0 New
11 Vote

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

Created 10 Jan 09:33 by Guest

IRIS KashFlow / Reports

10 Acknowledged
8 Vote

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...

Created 20 Nov 12:25 by Guest

IRIS KashFlow / Reports

1 Acknowledged
1 Vote

Email errors show in system logs

I've had issues with non-delivery of emails due to a defective recipient address, however the Kashflow logs do not catch this & I believed they had been received OK. It would be useful if errors were reflected back to the originating account.

Created 22 Jan 17:36 by Steve Bower

IRIS KashFlow / Reports

0 New
2 Vote

Be able to download trial balances by month (i.e. multiple) for management accounts

I would like to be able to download the trial balance but for the number of months i choose. In other words I would like each month next to each other for the period I choose either by 6 months, 12 months or all time to be able to look at the move...

Created 21 Mar 16:29 by Guest

IRIS KashFlow / Reports

1 New