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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...
Guest over 6 years ago in IRIS KashFlow / Reports 0 Acknowledged

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.
Guest over 6 years ago in IRIS KashFlow / Reports 0 Acknowledged

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

No description provided
Guest over 6 years ago in IRIS KashFlow / Reports 0 Acknowledged

nominal code allocation for certain keywords

When payments come in from an outside source such as Shopify, currently the code is set at 9998 (other) which causes me problems as I then have to recode everything. Could you possibly have certain descriptive keywords which auto-allocate the item...
CEO over 6 years ago in IRIS KashFlow / Reports 2 Acknowledged

Add Project to Activity Report

It would be useful to see in the activity report which project an item was assigned to.
Guest over 6 years ago in IRIS KashFlow / Reports 0 Acknowledged

Report showing transaction for customers and specfic products by sales volume/value of order.

This would be helpful for targeting regular customers with offers for specific products who order in larger quantities
Guest over 6 years ago in IRIS KashFlow / Reports 0 Acknowledged

Remove report option for basic level user

We have set up a new user at basic level but need to remove reports option. This allows for staff member to see reports which shows salaries, profit & loss and expenditure etc. Can this be done?
Julie Aitken over 6 years ago in IRIS KashFlow / Reports 0 Acknowledged

TOMS VAT

Require TOMS VAT input for digital VAT returns at present use a spreadsheet - can this be added?
Guest over 6 years ago in IRIS KashFlow / Reports 0 Acknowledged

Use month only drop downs in reports rather than calanders when the report only gives whole month responses

maybe Kashflow should use drop down lists with only months on it rather than a calander to prevent confusion when creating certain reports (or am I barking up the wrong lamppost)
Rob Smith over 6 years ago in IRIS KashFlow / Reports 0 Acknowledged

Locating nominal codes in quantites

Have been in to the nominal reports and wanted to print off a run of nominal activities. I wanted nominal 5000 - 5005. Having to tick select these by ticking them off is time wasting as they are not in nominal numerical order but are in fact alpha...
Guest over 6 years ago in IRIS KashFlow / Reports 0 Acknowledged