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1 Vote

Would like the sales agent code included on the activity report.

It would save a persons time having to go into every transaction to find out the code for our monthly sales report.

Created 13 May 09:06 by Guest

IRIS KashFlow / Reports

0 Acknowledged
1 Vote

More detailed analysis on the VAT Report in terms of the description of items purchased., help identify capital items from those day to day items....

It would help identify capital items from those day to day items to ensure VAT element correct and assist with the partial exemption vat reporting that we are required to complete for a number of clients.

Created 16 Apr 09:37 by Guest

IRIS KashFlow / Reports

0 Acknowledged
1 Vote

Only show invoice total

When quoting for work, there may be 6-20 different elements that make up the quotation which then total the quotation amount. However, we only want the customer to view the total amount, but see the breakdown of what is included. Can it be possibl...

Created 04 Apr 10:17 by Guest

IRIS KashFlow / Reports

0 Acknowledged
1 Vote

Altering a VAT report after submission

I have made an error in a previous VAT report. The new KF doesn't let me unsubmit/delete/alter any VAT report. I have emailed support to delete an incorrect VAT report but it's been 4 days and it has not been done yet. We have deadlines and would ...

Created 16 Mar 12:40 by Guest

IRIS KashFlow / Reports

1 Will not implement
1 Vote

VAT submission data to show on VAT Return Summary

Since the last update, the submission data (HMRC submission reference / Direct Debit details) are no longer showing on the VAT Return Summary. Can this be changed as for clients where we do the book-keeping for them and they have no input into Kas...

Created 04 Mar 13:58 by Guest

IRIS KashFlow / Reports

0 Will not implement
1 Vote

More flexibility with the PM report eg. date range to be selectable

The global report is too broad, date ranges (at a minimum) would allow us to see profitability year upon year.

Created 04 Mar 09:29 by Guest

IRIS KashFlow / Reports

0 Acknowledged
1 Vote

Historical Stock Listing with valuation at cost.

To check the stock at the year end if it was not taken or was lost before the accounts were prepared

Created 22 Feb 15:07 by Guest

IRIS KashFlow / Reports

0 Acknowledged
1 Vote

0% and N/A VAT Transaction Report should use payment date as filter if Cash Accounting used

The 0% and N/A VAT Transaction Report is very useful as a check that the correct VAT code is specified - this may be more important with MTD. However, the report is filtered based on the receipt/invoice date. However, for users using VAT **cash ac...

Created 20 Feb 14:26 by Guest

IRIS KashFlow / Reports

0 Acknowledged
1 Vote

Running balance on Activity report

It would be great and vital for Auditing purposes if we can have a "running balance" option in the activity report creation screen. Auditors usually need opening and closing balance to reconcile on their side.

Created 06 Feb 11:39 by Guest

IRIS KashFlow / Reports

0 Acknowledged
1 Vote

when running an activity report it would be handy to see the payment methods ie bacs/debit card/cheque?

No description provided

Created 01 Feb 12:32 by Guest

IRIS KashFlow / Reports

0 Acknowledged